DSI icon

iShares MSCI KLD 400 Social ETF

549 hedge funds and large institutions have $2.77B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
223
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$7.52M 64,757 -2,965 -4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$6.97M 59,745 -216 -0.4%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$6.91M 59,451 -4,220 -7%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.87M 59,117 +2,286 +4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.86M 59,027 +29 +0%
CL
56
Choreo LLC
Illinois
$6.81M 58,652 -6,729 -10%
BC
57
Brio Consultants
California
$6.6M 56,812 +1,296 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.11M 52,561 +8,784 +20%
HL
59
HeadInvest LLC
Maine
$6.07M 52,287 +43 +0.1%
EAM
60
Erste Asset Management
Austria
$6.06M 52,207
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$5.95M 51,194 +2,971 +6%
DJSG
62
D.J. St. Germain
Massachusetts
$5.76M 49,577 +1,364 +3%
PWM
63
Perigon Wealth Management
California
$5.59M 48,115 -11,752 -20%
Stifel Financial
64
Stifel Financial
Missouri
$5.54M 47,685 +5,596 +13%
AssetMark Inc
65
AssetMark Inc
California
$5.46M 47,024 +2,520 +6%
A
66
Allianz
Germany
$5.26M 45,284 +3,384 +8%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$5.2M 44,763 -1,746 -4%
BP
68
BBR Partners
New York
$5.15M 44,345 +12,832 +41%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$5.13M 44,190 -60,276 -58%
OWA
70
One Wealth Advisors
California
$4.99M 42,976 -746 -2%
SAG
71
SageView Advisory Group
California
$4.95M 41,072 -808 -2%
LGWM
72
Litman Gregory Wealth Management
California
$4.9M 42,217 +2,180 +5%
GI
73
Gradient Investments
Minnesota
$4.87M 41,951 -7,667 -15%
UB
74
Umpqua Bank
Oregon
$4.46M 38,261 -4,280 -10%
MP
75
Moment Partners
California
$4.44M 38,183 +3,847 +11%