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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B 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, 227 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$7.68M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$7.62M
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$7.52M
Corient Private Wealth
54
Corient Private Wealth
Florida
$7.51M
BC
55
Brio Consultants
California
$7.36M
CL
56
Choreo LLC
Illinois
$7.29M
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.84M
HL
58
HeadInvest LLC
Maine
$6.71M
PWM
59
Perigon Wealth Management
California
$6.43M
DJSG
60
D.J. St. Germain
Massachusetts
$6.35M
EAM
61
Erste Asset Management
Austria
$6.28M
A
62
Allianz
Germany
$6.23M
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$6.12M
AssetMark Inc
64
AssetMark Inc
California
$6.12M
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$5.95M
Stifel Financial
66
Stifel Financial
Missouri
$5.6M
GCG
67
Gilbert Capital Group
Maine
$5.47M
BP
68
BBR Partners
New York
$5.38M
FAFN
69
First Affirmative Financial Network
Colorado
$5.37M
OWA
70
One Wealth Advisors
California
$5.37M
LGWM
71
Litman Gregory Wealth Management
California
$5.24M
GI
72
Gradient Investments
Minnesota
$5.2M
SAG
73
SageView Advisory Group
California
$5.12M
MP
74
Moment Partners
California
$4.71M
UB
75
Umpqua Bank
Oregon
$4.6M