iShares MSCI KLD 400 Social ETF
585 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 228 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
29% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 42
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Holders
585
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$58.7M | |
| 2 | +$14M | |
| 3 | +$13.4M | |
| 4 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$8.68M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$7.77M |
Top Sellers
| 1 | -$24.4M | |
| 2 | -$15M | |
| 3 | -$7.54M | |
| 4 |
FTWA
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
-$5.74M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$4.83M |
