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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$3.25M
WCM
102
Wealthcare Capital Management
Virginia
$3.25M
AF
103
Allworth Financial
California
$3.21M
TDWM
104
Topel & Distasi Wealth Management
California
$3.21M
BSB
105
Bangor Savings Bank
Maine
$3.19M
GC
106
Gibson Capital
Pennsylvania
$3.16M
II
107
Impact Investors
California
$3.12M
CP
108
Creekside Partners
California
$3.11M
SHJ
109
Sharkey, Howes & Javer
Colorado
$3.1M
CPIG
110
Chicago Partners Investment Group
Illinois
$2.99M
SG
111
Stanich Group
New York
$2.93M
SC
112
Sapient Capital
Indiana
$2.93M
EFM
113
Eley Financial Management
Vermont
$2.91M
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$2.89M
William Blair & Company
115
William Blair & Company
Illinois
$2.84M
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$2.84M
Citadel Advisors
117
Citadel Advisors
Florida
$2.79M
LJAC
118
L.J. Altfest & Co
New York
$2.76M
ECM
119
Evergreen Capital Management
Washington
$2.75M
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.75M
KeyBank National Association
121
KeyBank National Association
Ohio
$2.72M
CWI
122
Conscious Wealth Investments
Florida
$2.72M
MWM
123
Modern Wealth Management
Kansas
$2.64M
NA
124
NewEdge Advisors
Louisiana
$2.63M
CAM
125
Cresset Asset Management
Illinois
$2.58M