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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
DL
101
DOHJ LLC
Washington
$3.03M
WCM
102
Wealthcare Capital Management
Virginia
$3.02M
TDWM
103
Topel & Distasi Wealth Management
California
$3M
Franklin Resources
104
Franklin Resources
California
$3M
BSB
105
Bangor Savings Bank
Maine
$2.98M
II
106
Impact Investors
California
$2.96M
BCI
107
Brinker Capital Investments
Pennsylvania
$2.96M
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$2.94M
GC
109
Gibson Capital
Pennsylvania
$2.92M
KAS
110
Kestra Advisory Services
Texas
$2.92M
AF
111
Allworth Financial
California
$2.87M
CP
112
Creekside Partners
California
$2.87M
SHJ
113
Sharkey, Howes & Javer
Colorado
$2.85M
CPIG
114
Chicago Partners Investment Group
Illinois
$2.82M
AAS
115
Avantax Advisory Services
Texas
$2.8M
GM
116
GeoWealth Management
Illinois
$2.77M
SG
117
Stanich Group
New York
$2.74M
SC
118
Sapient Capital
Indiana
$2.72M
William Blair & Company
119
William Blair & Company
Illinois
$2.64M
EFM
120
Eley Financial Management
Vermont
$2.62M
SCA
121
Snowden Capital Advisors
New York
$2.59M
LJAC
122
L.J. Altfest & Co
New York
$2.56M
ECM
123
Evergreen Capital Management
Washington
$2.54M
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M
CWI
125
Conscious Wealth Investments
Florida
$2.48M