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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Neumann Capital Management
California
$4.59M
CWM
77
Cranbrook Wealth Management
Michigan
$4.54M
IWC
78
Integrated Wealth Concepts
Massachusetts
$4.45M
DE
79
Diversified Enterprises
Delaware
$4.43M
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.41M
LWP
81
Laurel Wealth Planning
Minnesota
$4.36M
UCFA
82
United Capital Financial Advisors
Texas
$4.35M
P
83
&Partners
Tennessee
$4.32M
MFA
84
McClarren Financial Advisors
Pennsylvania
$4.26M
CCA
85
Childress Capital Advisors
Texas
$4.08M
Wealthfront Advisers
86
Wealthfront Advisers
California
$4.01M
B
87
Bailard
California
$3.87M
EH
88
Equitable Holdings
New York
$3.87M
HGWM
89
Horst & Graben Wealth Management
Oregon
$3.76M
KAS
90
Kestra Advisory Services
Texas
$3.63M
SA
91
Sanctuary Advisors
Indiana
$3.62M
Lido Advisors
92
Lido Advisors
California
$3.62M
BCI
93
Brinker Capital Investments
Pennsylvania
$3.59M
IFWM
94
Institute for Wealth Management
Colorado
$3.58M
JMFC
95
J.M. Forbes & Co
Massachusetts
$3.54M
SW
96
SoFi Wealth
California
$3.48M
SPIA
97
Steward Partners Investment Advisory
New York
$3.38M
PCM
98
Pennsylvania Capital Management
Pennsylvania
$3.32M
AI
99
Accredited Investors
Minnesota
$3.31M
Franklin Resources
100
Franklin Resources
California
$3.25M