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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
VC
126
Vicus Capital
Pennsylvania
$2.48M
SWM
127
SigFig Wealth Management
California
$2.48M
SFP
128
Shepherd Financial Partners
Massachusetts
$2.48M
HH
129
Hilltop Holdings
Texas
$2.47M
HWM
130
HB Wealth Management
Georgia
$2.42M
FWM
131
Fingerlakes Wealth Management
New York
$2.41M
ISFAN
132
Investor's Fiduciary Advisor Network
Washington
$2.4M
BTW
133
Boston Trust Walden
Massachusetts
$2.39M
MWM
134
Modera Wealth Management
New Jersey
$2.39M
Fidelity Investments
135
Fidelity Investments
Massachusetts
$2.36M
P
136
Pitcairn
Pennsylvania
$2.3M
SCA
137
Snowden Capital Advisors
New York
$2.27M
Jones Financial Companies
138
Jones Financial Companies
Missouri
$2.24M
FPAS
139
Focus Partners Advisor Solutions
Missouri
$2.22M
RWP
140
Revolve Wealth Partners
New Jersey
$2.2M
WA
141
Waverly Advisors
Alabama
$2.12M
MFG
142
Merit Financial Group
Georgia
$2.1M
NW
143
NewEdge Wealth
Pennsylvania
$2.09M
COCM
144
Charter Oak Capital Management
New Hampshire
$2.06M
PA
145
PFG Advisors
Arizona
$2.04M
AIP
146
Ameritas Investment Partners
Nebraska
$1.98M
IRC
147
Investors Research Corp
Georgia
$1.91M
TWP
148
Tempus Wealth Planning
California
$1.89M
MIA
149
MainStreet Investment Advisors
Illinois
$1.84M
SWM
150
Spire Wealth Management
Virginia
$1.84M