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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
551
1 North Wealth Services
Maryland
$6.93K
TIM
552
Tortoise Investment Management
New York
$5.67K
TAM
553
Tucker Asset Management
Colorado
$2.52K
Russell Investments Group
554
Russell Investments Group
United Kingdom
$2.02K
ACA
555
American Capital Advisory
Idaho
$1.13K
TFGT
556
TS Financial Group (TSFG)
Illinois
$1K
CYG
557
Clean Yield Group
Vermont
$6
NI
558
Natural Investments
California
GS
559
GTS Securities
New York
DL
560
DOHJ LLC
Washington
RW
561
Rede Wealth
Virginia
Marshall Wace
562
Marshall Wace
United Kingdom
WA
563
Wealth Architects
California
LJHT
564
Laurie J. Hall Trustee
AAP
565
Arax Advisory Partners
Colorado
FIM
566
Freedom Investment Management
Connecticut
AA
567
Armis Advisers
Georgia
MIM
568
Macroview Investment Management
Maryland
ZAM
569
Zevin Asset Management
Massachusetts
BDF
570
Black Diamond Financial
Maryland
ESB
571
Essex Savings Bank
Connecticut
MYIA
572
Mount Yale Investment Advisors
Colorado
TPWA
573
Twin Peaks Wealth Advisors
California
GWANC
574
Guardian Wealth Advisors (North Carolina)
North Carolina
BA
575
Bristlecone Advisors
Washington