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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cranbrook Wealth Management
Michigan
$4.28M 36,811 +593 +2%
GS
77
GTS Securities
New York
$4.24M 36,508 +23,737 +186%
LWP
78
Laurel Wealth Planning
Minnesota
$4.23M 36,411 -779 -2%
NCM
79
Neumann Capital Management
California
$4.2M 36,148 +50 +0.1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.12M 35,435 +4,743 +15%
UCFA
81
United Capital Financial Advisors
Texas
$4.1M 35,295 -1,931 -5%
DE
82
Diversified Enterprises
Delaware
$3.99M 34,360 +5,753 +20%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.93M 33,814 +2,646 +8%
MFA
84
McClarren Financial Advisors
Pennsylvania
$3.92M 33,779 +12,204 +57%
CCA
85
Childress Capital Advisors
Texas
$3.77M 32,425 – –
P
86
&Partners
Tennessee
$3.67M 31,734 +2,565 +9%
B
87
Bailard
California
$3.56M 30,685 -3,596 -10%
HGWM
88
Horst & Graben Wealth Management
Oregon
$3.46M 29,797 -1,496 -5%
Lido Advisors
89
Lido Advisors
California
$3.37M 28,991 – –
EH
90
Equitable Holdings
New York
$3.34M 28,778 -2,299 -7%
IFWM
91
Institute for Wealth Management
Colorado
$3.33M 28,636 -590 -2%
NA
92
NewEdge Advisors
Louisiana
$3.24M 27,872 -615 -2%
AI
93
Accredited Investors
Minnesota
$3.23M 27,849 -6,364 -19%
SPIA
94
Steward Partners Investment Advisory
New York
$3.17M 27,322 +788 +3%
JMFC
95
J.M. Forbes & Co
Massachusetts
$3.13M 26,938 +1,333 +5%
Citadel Advisors
96
Citadel Advisors
Florida
$3.1M 26,716 +10,632 +66%
KeyBank National Association
97
KeyBank National Association
Ohio
$3.09M 26,580 -516 -2%
PCM
98
Pennsylvania Capital Management
Pennsylvania
$3.05M 26,242 – –
DL
99
DOHJ LLC
Washington
$3.03M 30,860 -19,138 -38%
WCM
100
Wealthcare Capital Management
Virginia
$3.02M 25,993 +500 +2%
2 3
4
5 6