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iShares MSCI KLD 400 Social ETF

553 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 48 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.5% less ownership

Funds ownership: 59.6%59.11% (-0.5%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$7.52M
Corient Private Wealth
52
Corient Private Wealth
Florida
$6.94M
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$6.91M
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.87M
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.86M
CL
56
Choreo LLC
Illinois
$6.81M
BC
57
Brio Consultants
California
$6.6M
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.11M
HL
59
HeadInvest LLC
Maine
$6.07M
EAM
60
Erste Asset Management
Austria
$6.06M
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$5.95M
DJSG
62
D.J. St. Germain
Massachusetts
$5.76M
PWM
63
Perigon Wealth Management
California
$5.59M
Stifel Financial
64
Stifel Financial
Missouri
$5.54M
AssetMark Inc
65
AssetMark Inc
California
$5.46M
A
66
Allianz
Germany
$5.26M
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$5.2M
GCG
68
Gilbert Capital Group
Maine
$5.18M
BP
69
BBR Partners
New York
$5.15M
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$5.13M
OWA
71
One Wealth Advisors
California
$4.99M
SAG
72
SageView Advisory Group
California
$4.95M
LGWM
73
Litman Gregory Wealth Management
California
$4.9M
GI
74
Gradient Investments
Minnesota
$4.87M
UB
75
Umpqua Bank
Oregon
$4.46M