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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28M
3
SCM
3
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$400M
2
IAS
2
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
EP
4
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
FAFN
76
First Affirmative Financial Network
Colorado
$4.15M 40,502 -22,562 -36%
LGWM
77
Litman Gregory Wealth Management
California
$4.1M 40,037 -199 -0.5%
OPS
78
Orion Portfolio Solutions
Nebraska
$3.87M 37,813 +1,042 +3%
BCI
79
Brinker Capital Investments
Pennsylvania
$3.87M 37,813 +1,042 +3%
UCFA
80
United Capital Financial Advisors
Texas
$3.81M 37,226 -2,573 -6%
LWP
81
Laurel Wealth Planning
Minnesota
$3.81M 37,190 -831 -2%
OCM
82
One Capital Management
California
$3.72M 36,325 -3,655 -9%
CWM
83
Cranbrook Wealth Management
Michigan
$3.71M 36,218 -736 -2%
NCM
84
Neumann Capital Management
California
$3.7M 36,098 +200 +0.6%
MP
85
Moment Partners
California
$3.52M 34,336 -856 -2%
B
86
Bailard
California
$3.51M 34,281 -166 -0.5%
AI
87
Accredited Investors
Minnesota
$3.5M 34,213 -1,751 -5%
MFA
88
McClarren Financial Advisors
Pennsylvania
$3.48M 21,575 +21,575 New
CCA
89
Childress Capital Advisors
Texas
$3.32M 32,425 -1,505 -4%
Franklin Resources
90
Franklin Resources
California
$3.27M 31,891 – –
BP
91
BBR Partners
New York
$3.23M 31,513 -826 -3%
HGWM
92
Horst & Graben Wealth Management
Oregon
$3.2M 31,293 -2,001 -6%
IWC
93
Integrated Wealth Concepts
Massachusetts
$3.19M 31,168 -568 -2%
EH
94
Equitable Holdings
New York
$3.18M 31,077 +1,118 +4%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$3.14M 30,692 -2,677 -8%
P
96
Pitcairn
Pennsylvania
$3.1M 30,234 +175 +0.6%
P
97
&Partners
Tennessee
$3.04M 29,169 +1,530 +6%
IFWM
98
Institute for Wealth Management
Colorado
$2.99M 29,226 -806 -3%
Lido Advisors
99
Lido Advisors
California
$2.97M 28,991 -1,072 -4%
FHA
100
First Horizon Advisors
Tennessee
$2.97M 28,983 -4,835 -14%
2 3
4
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