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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
MP
76
Moment Partners
California
$4.44M
CWM
77
Cranbrook Wealth Management
Michigan
$4.28M
GS
78
GTS Securities
New York
$4.24M
LWP
79
Laurel Wealth Planning
Minnesota
$4.23M
NCM
80
Neumann Capital Management
California
$4.2M
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.12M
UCFA
82
United Capital Financial Advisors
Texas
$4.1M
DE
83
Diversified Enterprises
Delaware
$3.99M
IWC
84
Integrated Wealth Concepts
Massachusetts
$3.93M
MFA
85
McClarren Financial Advisors
Pennsylvania
$3.92M
CCA
86
Childress Capital Advisors
Texas
$3.77M
P
87
&Partners
Tennessee
$3.67M
B
88
Bailard
California
$3.56M
HGWM
89
Horst & Graben Wealth Management
Oregon
$3.46M
Lido Advisors
90
Lido Advisors
California
$3.37M
EH
91
Equitable Holdings
New York
$3.34M
IFWM
92
Institute for Wealth Management
Colorado
$3.33M
NA
93
NewEdge Advisors
Louisiana
$3.24M
AI
94
Accredited Investors
Minnesota
$3.23M
SPIA
95
Steward Partners Investment Advisory
New York
$3.17M
JMFC
96
J.M. Forbes & Co
Massachusetts
$3.13M
Citadel Advisors
97
Citadel Advisors
Florida
$3.1M
KeyBank National Association
98
KeyBank National Association
Ohio
$3.09M
PCM
99
Pennsylvania Capital Management
Pennsylvania
$3.05M
DL
100
DOHJ LLC
Washington
$3.03M