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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
126
Shepherd Financial Partners
Massachusetts
$2.28M -$359K -3,501 -14%
ECM
127
Evergreen Capital Management
Washington
$2.27M +$102 +1 +0%
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M -$73.3K -716 -3%
FI
129
Financial Insights
Washington
$2.19M -$255K -2,490 -10%
II
130
Impact Investors
California
$2.14M +$14.2K +139 +0.7%
CWI
131
Conscious Wealth Investments
Florida
$2.13M +$147K +1,396 +7%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$337K -3,289 -14%
Wealthfront Advisers
133
Wealthfront Advisers
California
$2.1M -$530K -5,175 -20%
CAM
134
Cresset Asset Management
Illinois
$2.09M -$543K -5,304 -21%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$2.08M +$76.3K +745 +4%
KAS
136
Kestra Advisory Services
Texas
$2.08M -$377K -3,686 -15%
HH
137
Hilltop Holdings
Texas
$2.06M -$46.9K -458 -2%
BWM
138
BigSur Wealth Management
Florida
$2.05M
SWM
139
SigFig Wealth Management
California
$2.04M -$9.79K -96 -0.5%
AFA
140
Arlington Financial Advisors
California
$2.03M +$20K +195 +1%
OBWG
141
Onyx Bridge Wealth Group
New York
$1.99M +$198K +1,932 +11%
AIC
142
Allodium Investment Consultants
Minnesota
$1.98M +$246K +2,399 +14%
HWM
143
HB Wealth Management
Georgia
$1.97M
BTW
144
Boston Trust Walden
Massachusetts
$1.95M -$3.07K -30 -0.2%
PA
145
PFG Advisors
Arizona
$1.94M -$208K -2,030 -10%
FWM
146
Fingerlakes Wealth Management
New York
$1.92M +$1.95K +19 +0.1%
NW
147
NewEdge Wealth
Pennsylvania
$1.85M -$9.63K -94 -0.5%
VC
148
Vicus Capital
Pennsylvania
$1.8M -$50.6K -494 -3%
RWP
149
Revolve Wealth Partners
New Jersey
$1.77M +$66.1K +645 +4%
MWM
150
Modera Wealth Management
New Jersey
$1.77M