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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B 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, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
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
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
126
Allodium Investment Consultants
Minnesota
$2.4M 20,639 +1,321 +7%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$2.38M 20,236 -442 -2%
CAM
128
Cresset Asset Management
Illinois
$2.37M 20,438 – –
CWM
129
Cornerstone Wealth Management
Missouri
$2.37M 20,437 -3,125 -13%
Wealthfront Advisers
130
Wealthfront Advisers
California
$2.37M 20,423 -88 -0.4%
AFA
131
Arlington Financial Advisors
California
$2.34M 20,110 +288 +1%
ISFAN
132
Investor's Fiduciary Advisor Network
Washington
$2.32M 20,010 -7,282 -27%
BWM
133
BigSur Wealth Management
Florida
$2.32M 20,000 – –
HH
134
Hilltop Holdings
Texas
$2.32M 19,998 -69 -0.3%
SWM
135
SigFig Wealth Management
California
$2.31M 19,967 -28 -0.1%
SW
136
SoFi Wealth
California
$2.31M 19,886 +7,863 +65%
MWM
137
Modera Wealth Management
New Jersey
$2.25M 19,411 +2,125 +12%
HWM
138
HB Wealth Management
Georgia
$2.23M 19,226 – –
BTW
139
Boston Trust Walden
Massachusetts
$2.21M 19,003 -64 -0.3%
FWM
140
Fingerlakes Wealth Management
New York
$2.19M 18,886 +98 +0.5%
EWA
141
EP Wealth Advisors
California
$2.19M 18,871 +3,787 +25%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.12M 18,279 -2,034 -10%
VC
143
Vicus Capital
Pennsylvania
$2.1M 18,102 +493 +3%
RWP
144
Revolve Wealth Partners
New Jersey
$2.08M 17,896 +583 +3%
FI
145
Financial Insights
Washington
$2.03M 17,442 -3,935 -18%
OBWG
146
Onyx Bridge Wealth Group
New York
$2M 17,217 -2,190 -11%
WA
147
Waverly Advisors
Alabama
$1.96M 16,852 – –
NW
148
NewEdge Wealth
Pennsylvania
$1.95M 16,297 -1,803 -10%
AWS
149
Atria Wealth Solutions
New York
$1.94M 16,547 -62,499 -79%
TWP
150
Tempus Wealth Planning
California
$1.93M 16,654 -87 -0.5%
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6
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