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iShares MSCI KLD 400 Social ETF
589 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, 183 increasing their positions, 228 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.3% more ownership
Funds ownership: 61.88% → 64.18% (+2.3%)
4% less funds holding
Funds holding: 614 → 589 (-25)
7% less capital invested
Capital invested by funds: $3.16B → $2.95B (-$209M)
20% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 228
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Holders
589
Holders Change
-25
Holders Change %
-4.07%
% of All Funds
7.25%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
30
Increased
183
Reduced
228
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LPAM
626
Lodestar Private Asset Management
Alamo,
California
| – | -$200K | -1,552 | Closed |
|
|
EPW
627
Evergreen Private Wealth
Greenwood Village,
Colorado
| – | -$157K | -1,220 | Closed |
|
|
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$40.7K | -315 | Closed |
|
|
CRI
629
Commonwealth Retirement Investments
Richmond,
Virginia
| – | -$31.2K | -242 | Closed |
|
|
RFP
630
Root Financial Partners
Encinitas,
California
| – | -$20.1K | -156 | Closed |
|
|
CP
631
Camelot Portfolios
Maumee,
Ohio
| – | -$19.6K | -152 | Closed |
|
632
Belvedere Trading
Chicago,
Illinois
| – | -$18.6K | -144 | Closed |
|