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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
UB
76
Umpqua Bank
Oregon
$4.46M
MP
77
Moment Partners
California
$4.44M
CWM
78
Cranbrook Wealth Management
Michigan
$4.28M
GS
79
GTS Securities
New York
$4.24M
LWP
80
Laurel Wealth Planning
Minnesota
$4.23M
NCM
81
Neumann Capital Management
California
$4.2M
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.12M
UCFA
83
United Capital Financial Advisors
Texas
$4.1M
DE
84
Diversified Enterprises
Delaware
$3.99M
IWC
85
Integrated Wealth Concepts
Massachusetts
$3.93M
MFA
86
McClarren Financial Advisors
Pennsylvania
$3.92M
CCA
87
Childress Capital Advisors
Texas
$3.77M
P
88
&Partners
Tennessee
$3.67M
B
89
Bailard
California
$3.56M
HGWM
90
Horst & Graben Wealth Management
Oregon
$3.46M
Lido Advisors
91
Lido Advisors
California
$3.37M
EH
92
Equitable Holdings
New York
$3.34M
IFWM
93
Institute for Wealth Management
Colorado
$3.33M
NA
94
NewEdge Advisors
Louisiana
$3.24M
AI
95
Accredited Investors
Minnesota
$3.23M
SPIA
96
Steward Partners Investment Advisory
New York
$3.17M
JMFC
97
J.M. Forbes & Co
Massachusetts
$3.13M
Citadel Advisors
98
Citadel Advisors
Florida
$3.1M
KeyBank National Association
99
KeyBank National Association
Ohio
$3.09M
PCM
100
Pennsylvania Capital Management
Pennsylvania
$3.05M