DSI icon

iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B 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, 229 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:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
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
CTWM
551
Cherry Tree Wealth Management
Minnesota
$12.1K
FCMT
552
Founders Capital Management (Texas)
Texas
$11.2K
GIM
553
Glenmede Investment Management
Pennsylvania
$9.45K
1NWS
554
1 North Wealth Services
Maryland
$6.93K
TIM
555
Tortoise Investment Management
New York
$5.67K
TAM
556
Tucker Asset Management
Colorado
$2.52K
Russell Investments Group
557
Russell Investments Group
United Kingdom
$2.02K
ACA
558
American Capital Advisory
Idaho
$1.13K
TFGT
559
TS Financial Group (TSFG)
Illinois
$1K
CYG
560
Clean Yield Group
Vermont
$6
NI
561
Natural Investments
California
GS
562
GTS Securities
New York
DL
563
DOHJ LLC
Washington
RW
564
Rede Wealth
Virginia
Marshall Wace
565
Marshall Wace
United Kingdom
WA
566
Wealth Architects
California
LJHT
567
Laurie J. Hall Trustee
AAP
568
Arax Advisory Partners
Colorado
FIM
569
Freedom Investment Management
Connecticut
AA
570
Armis Advisers
Georgia
MIM
571
Macroview Investment Management
Maryland
ZAM
572
Zevin Asset Management
Massachusetts
BDF
573
Black Diamond Financial
Maryland
ESB
574
Essex Savings Bank
Connecticut
MYIA
575
Mount Yale Investment Advisors
Colorado