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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28M
3
SCM
3
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$400M
2
IAS
2
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
EP
4
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$2.95M 28,764 -501 -2%
DE
102
Diversified Enterprises
Delaware
$2.93M 28,607 +7,270 +34%
NA
103
NewEdge Advisors
Louisiana
$2.92M 28,487 +3,991 +16%
ISFAN
104
Investor's Fiduciary Advisor Network
Washington
$2.79M 27,292 -24 -0.1%
KeyBank National Association
105
KeyBank National Association
Ohio
$2.77M 27,096 -1,313 -5%
SPIA
106
Steward Partners Investment Advisory
New York
$2.72M 26,534 -880 -3%
PCM
107
Pennsylvania Capital Management
Pennsylvania
$2.69M 26,242 -574 -2%
BSB
108
Bangor Savings Bank
Maine
$2.67M 26,086 -1,304 -5%
AAS
109
Avantax Advisory Services
Texas
$2.65M 25,887 +5,365 +26%
CP
110
Creekside Partners
California
$2.62M 25,622 -726 -3%
JMFC
111
J.M. Forbes & Co
Massachusetts
$2.62M 25,605 +73 +0.3%
WCM
112
Wealthcare Capital Management
Virginia
$2.61M 25,493 +1,586 +7%
GM
113
GeoWealth Management
Illinois
$2.57M 25,085 +9,900 +65%
SHJ
114
Sharkey, Howes & Javer
Colorado
$2.56M 25,003 -316 -1%
GC
115
Gibson Capital
Pennsylvania
$2.56M 25,000 -104 -0.4%
TDWM
116
Topel & Distasi Wealth Management
California
$2.56M 24,967 +4,607 +23%
SCA
117
Snowden Capital Advisors
New York
$2.48M 24,265 -3,252 -12%
AF
118
Allworth Financial
California
$2.48M 24,777 -24 -0.1%
CPIG
119
Chicago Partners Investment Group
Illinois
$2.44M 23,413 +53 +0.2%
EFM
120
Eley Financial Management
Vermont
$2.43M 23,622 +1,727 +8%
CWM
121
Cornerstone Wealth Management
Missouri
$2.41M 23,562 -446 -2%
SG
122
Stanich Group
New York
$2.4M 23,398 -264 -1%
SC
123
Sapient Capital
Indiana
$2.39M 23,380 +233 +1%
William Blair & Company
124
William Blair & Company
Illinois
$2.35M 22,990 -132 -0.6%
LJAC
125
L.J. Altfest & Co
New York
$2.31M 22,541 -303 -1%
3 4
5
6 7