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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
BSB
101
Bangor Savings Bank
Maine
$3.19M
GC
102
Gibson Capital
Pennsylvania
$3.16M
II
103
Impact Investors
California
$3.12M
CP
104
Creekside Partners
California
$3.11M
SHJ
105
Sharkey, Howes & Javer
Colorado
$3.1M
CPIG
106
Chicago Partners Investment Group
Illinois
$2.99M
SG
107
Stanich Group
New York
$2.93M
SC
108
Sapient Capital
Indiana
$2.93M
EFM
109
Eley Financial Management
Vermont
$2.91M
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$2.89M
William Blair & Company
111
William Blair & Company
Illinois
$2.84M
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$2.84M
Citadel Advisors
113
Citadel Advisors
Florida
$2.79M
LJAC
114
L.J. Altfest & Co
New York
$2.76M
ECM
115
Evergreen Capital Management
Washington
$2.75M
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.75M
KeyBank National Association
117
KeyBank National Association
Ohio
$2.72M
CWI
118
Conscious Wealth Investments
Florida
$2.72M
MWM
119
Modern Wealth Management
Kansas
$2.64M
NA
120
NewEdge Advisors
Louisiana
$2.63M
CAM
121
Cresset Asset Management
Illinois
$2.58M
CWM
122
Cornerstone Wealth Management
Missouri
$2.56M
AFA
123
Arlington Financial Advisors
California
$2.53M
BWM
124
BigSur Wealth Management
Florida
$2.52M
AIC
125
Allodium Investment Consultants
Minnesota
$2.51M