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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B 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, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
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
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
TDWM
101
Topel & Distasi Wealth Management
California
$3M 25,866 +899 +4%
Franklin Resources
102
Franklin Resources
California
$3M 25,814 -6,077 -19%
BSB
103
Bangor Savings Bank
Maine
$2.98M 25,694 -392 -2%
II
104
Impact Investors
California
$2.96M 25,510 +4,653 +22%
BCI
105
Brinker Capital Investments
Pennsylvania
$2.96M 25,459 -12,354 -33%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.94M 25,291 -3,473 -12%
GC
107
Gibson Capital
Pennsylvania
$2.92M 25,124 +124 +0.5%
KAS
108
Kestra Advisory Services
Texas
$2.92M 25,113 +4,831 +24%
AF
109
Allworth Financial
California
$2.87M 24,731 -46 -0.2%
CP
110
Creekside Partners
California
$2.87M 24,708 -914 -4%
SHJ
111
Sharkey, Howes & Javer
Colorado
$2.85M 24,555 -448 -2%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.82M 23,478 +65 +0.3%
AAS
113
Avantax Advisory Services
Texas
$2.8M 24,115 -1,772 -7%
GM
114
GeoWealth Management
Illinois
$2.77M 23,817 -1,268 -5%
SG
115
Stanich Group
New York
$2.74M 23,341 -57 -0.2%
SC
116
Sapient Capital
Indiana
$2.72M 23,380 – –
William Blair & Company
117
William Blair & Company
Illinois
$2.64M 22,689 -301 -1%
EFM
118
Eley Financial Management
Vermont
$2.62M 22,582 -1,040 -4%
SCA
119
Snowden Capital Advisors
New York
$2.59M 22,287 -1,978 -8%
LJAC
120
L.J. Altfest & Co
New York
$2.56M 22,062 -479 -2%
ECM
121
Evergreen Capital Management
Washington
$2.54M 21,909 -260 -1%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M 21,863 – –
CWI
123
Conscious Wealth Investments
Florida
$2.48M 20,586 +315 +2%
MWM
124
Modern Wealth Management
Kansas
$2.43M 20,960 +18,817 +878%
SFP
125
Shepherd Financial Partners
Massachusetts
$2.42M 20,875 -1,409 -6%
3 4
5
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