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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
WCM
101
Wealthcare Capital Management
Virginia
$3.02M
TDWM
102
Topel & Distasi Wealth Management
California
$3M
Franklin Resources
103
Franklin Resources
California
$3M
BSB
104
Bangor Savings Bank
Maine
$2.98M
II
105
Impact Investors
California
$2.96M
BCI
106
Brinker Capital Investments
Pennsylvania
$2.96M
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2.94M
GC
108
Gibson Capital
Pennsylvania
$2.92M
KAS
109
Kestra Advisory Services
Texas
$2.92M
AF
110
Allworth Financial
California
$2.87M
CP
111
Creekside Partners
California
$2.87M
SHJ
112
Sharkey, Howes & Javer
Colorado
$2.85M
CPIG
113
Chicago Partners Investment Group
Illinois
$2.82M
AAS
114
Avantax Advisory Services
Texas
$2.8M
GM
115
GeoWealth Management
Illinois
$2.77M
SG
116
Stanich Group
New York
$2.74M
SC
117
Sapient Capital
Indiana
$2.72M
William Blair & Company
118
William Blair & Company
Illinois
$2.64M
EFM
119
Eley Financial Management
Vermont
$2.62M
SCA
120
Snowden Capital Advisors
New York
$2.59M
LJAC
121
L.J. Altfest & Co
New York
$2.56M
ECM
122
Evergreen Capital Management
Washington
$2.54M
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M
CWI
124
Conscious Wealth Investments
Florida
$2.48M
MWM
125
Modern Wealth Management
Kansas
$2.43M