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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HIF
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
Morgan Stanley
New York
$445M
3
AWS
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
101
Topel & Distasi Wealth Management
California
$3M +$104K +899 +4%
Franklin Resources
102
Franklin Resources
California
$3M -$706K -6,077 -19%
BSB
103
Bangor Savings Bank
Maine
$2.98M -$45.5K -392 -2%
II
104
Impact Investors
California
$2.96M +$540K +4,653 +22%
BCI
105
Brinker Capital Investments
Pennsylvania
$2.96M -$1.44M -12,354 -33%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.94M -$403K -3,473 -12%
GC
107
Gibson Capital
Pennsylvania
$2.92M +$14.4K +124 +0.5%
KAS
108
Kestra Advisory Services
Texas
$2.92M +$561K +4,831 +24%
AF
109
Allworth Financial
California
$2.87M -$5.34K -46 -0.2%
CP
110
Creekside Partners
California
$2.87M -$106K -914 -4%
SHJ
111
Sharkey, Howes & Javer
Colorado
$2.85M -$52K -448 -2%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.82M +$7.8K +65 +0.3%
AAS
113
Avantax Advisory Services
Texas
$2.8M -$206K -1,772 -7%
GM
114
GeoWealth Management
Illinois
$2.77M -$147K -1,268 -5%
SG
115
Stanich Group
New York
$2.74M -$6.7K -57 -0.2%
SC
116
Sapient Capital
Indiana
$2.72M – – –
William Blair & Company
117
William Blair & Company
Illinois
$2.64M -$35K -301 -1%
EFM
118
Eley Financial Management
Vermont
$2.62M -$121K -1,040 -4%
SCA
119
Snowden Capital Advisors
New York
$2.59M -$230K -1,978 -8%
LJAC
120
L.J. Altfest & Co
New York
$2.56M -$55.6K -479 -2%
ECM
121
Evergreen Capital Management
Washington
$2.54M -$30.2K -260 -1%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M – – –
CWI
123
Conscious Wealth Investments
Florida
$2.48M +$38K +315 +2%
MWM
124
Modern Wealth Management
Kansas
$2.43M +$2.19M +18,817 +878%
SFP
125
Shepherd Financial Partners
Massachusetts
$2.42M -$164K -1,409 -6%
3 4
5
6 7