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iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B 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, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$7.52M -$344K -2,965 -4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$6.97M -$25.2K -216 -0.4%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$6.91M -$490K -4,220 -7%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.87M +$266K +2,286 +4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.86M +$3.37K +29 +0%
CL
56
Choreo LLC
Illinois
$6.81M -$782K -6,729 -10%
BC
57
Brio Consultants
California
$6.6M +$151K +1,296 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.11M +$1.02M +8,784 +20%
HL
59
HeadInvest LLC
Maine
$6.07M +$5K +43 +0.1%
EAM
60
Erste Asset Management
Austria
$6.06M
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$5.95M +$345K +2,971 +6%
DJSG
62
D.J. St. Germain
Massachusetts
$5.76M +$158K +1,364 +3%
PWM
63
Perigon Wealth Management
California
$5.59M -$1.37M -11,752 -20%
Stifel Financial
64
Stifel Financial
Missouri
$5.54M +$650K +5,596 +13%
AssetMark Inc
65
AssetMark Inc
California
$5.46M +$293K +2,520 +6%
A
66
Allianz
Germany
$5.26M +$393K +3,384 +8%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$5.2M -$203K -1,746 -4%
BP
68
BBR Partners
New York
$5.15M +$1.49M +12,832 +41%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$5.13M -$7M -60,276 -58%
OWA
70
One Wealth Advisors
California
$4.99M -$86.7K -746 -2%
SAG
71
SageView Advisory Group
California
$4.95M -$97.5K -808 -2%
LGWM
72
Litman Gregory Wealth Management
California
$4.9M +$253K +2,180 +5%
GI
73
Gradient Investments
Minnesota
$4.87M -$891K -7,667 -15%
UB
74
Umpqua Bank
Oregon
$4.46M -$499K -4,280 -10%
MP
75
Moment Partners
California
$4.44M +$447K +3,847 +11%