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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

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
–

Top Buyers

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

Top Sellers

1
HIF
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
Morgan Stanley
New York
$445M
3
AWS
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cranbrook Wealth Management
Michigan
$4.28M +$68.9K +593 +2%
GS
77
GTS Securities
New York
$4.24M +$2.76M +23,737 +186%
LWP
78
Laurel Wealth Planning
Minnesota
$4.23M -$90.5K -779 -2%
NCM
79
Neumann Capital Management
California
$4.2M +$5.81K +50 +0.1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.12M +$551K +4,743 +15%
UCFA
81
United Capital Financial Advisors
Texas
$4.1M -$224K -1,931 -5%
DE
82
Diversified Enterprises
Delaware
$3.99M +$668K +5,753 +20%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.93M +$307K +2,646 +8%
MFA
84
McClarren Financial Advisors
Pennsylvania
$3.92M +$1.42M +12,204 +57%
CCA
85
Childress Capital Advisors
Texas
$3.77M – – –
P
86
&Partners
Tennessee
$3.67M +$296K +2,565 +9%
B
87
Bailard
California
$3.56M -$418K -3,596 -10%
HGWM
88
Horst & Graben Wealth Management
Oregon
$3.46M -$174K -1,496 -5%
Lido Advisors
89
Lido Advisors
California
$3.37M – – –
EH
90
Equitable Holdings
New York
$3.34M -$267K -2,299 -7%
IFWM
91
Institute for Wealth Management
Colorado
$3.33M -$68.5K -590 -2%
NA
92
NewEdge Advisors
Louisiana
$3.24M -$71.4K -615 -2%
AI
93
Accredited Investors
Minnesota
$3.23M -$739K -6,364 -19%
SPIA
94
Steward Partners Investment Advisory
New York
$3.17M +$91.5K +788 +3%
JMFC
95
J.M. Forbes & Co
Massachusetts
$3.13M +$155K +1,333 +5%
Citadel Advisors
96
Citadel Advisors
Florida
$3.1M +$1.24M +10,632 +66%
KeyBank National Association
97
KeyBank National Association
Ohio
$3.09M -$59.9K -516 -2%
PCM
98
Pennsylvania Capital Management
Pennsylvania
$3.05M – – –
DL
99
DOHJ LLC
Washington
$3.03M -$1.88M -19,138 -38%
WCM
100
Wealthcare Capital Management
Virginia
$3.02M +$58.1K +500 +2%
2 3
4
5 6