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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$7.68M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$7.62M
Corient Private Wealth
53
Corient Private Wealth
Florida
$7.51M
BC
54
Brio Consultants
California
$7.36M
CL
55
Choreo LLC
Illinois
$7.29M
JFGIW
56
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.84M
HL
57
HeadInvest LLC
Maine
$6.71M
PWM
58
Perigon Wealth Management
California
$6.43M
DJSG
59
D.J. St. Germain
Massachusetts
$6.35M
EAM
60
Erste Asset Management
Austria
$6.28M
A
61
Allianz
Germany
$6.23M
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$6.12M
AssetMark Inc
63
AssetMark Inc
California
$6.12M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$5.95M
Stifel Financial
65
Stifel Financial
Missouri
$5.6M
BP
66
BBR Partners
New York
$5.38M
FAFN
67
First Affirmative Financial Network
Colorado
$5.37M
OWA
68
One Wealth Advisors
California
$5.37M
LGWM
69
Litman Gregory Wealth Management
California
$5.24M
GI
70
Gradient Investments
Minnesota
$5.2M
SAG
71
SageView Advisory Group
California
$5.12M
MP
72
Moment Partners
California
$4.71M
UB
73
Umpqua Bank
Oregon
$4.6M
NCM
74
Neumann Capital Management
California
$4.59M
CWM
75
Cranbrook Wealth Management
Michigan
$4.54M