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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
MWM
126
Modern Wealth Management
Kansas
$2.43M
SFP
127
Shepherd Financial Partners
Massachusetts
$2.42M
AIC
128
Allodium Investment Consultants
Minnesota
$2.4M
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.38M
CAM
130
Cresset Asset Management
Illinois
$2.37M
CWM
131
Cornerstone Wealth Management
Missouri
$2.37M
Wealthfront Advisers
132
Wealthfront Advisers
California
$2.37M
AFA
133
Arlington Financial Advisors
California
$2.34M
ISFAN
134
Investor's Fiduciary Advisor Network
Washington
$2.32M
BWM
135
BigSur Wealth Management
Florida
$2.32M
HH
136
Hilltop Holdings
Texas
$2.32M
SWM
137
SigFig Wealth Management
California
$2.31M
SW
138
SoFi Wealth
California
$2.31M
MWM
139
Modera Wealth Management
New Jersey
$2.25M
HWM
140
HB Wealth Management
Georgia
$2.23M
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$2.23M
BTW
142
Boston Trust Walden
Massachusetts
$2.21M
FWM
143
Fingerlakes Wealth Management
New York
$2.19M
EWA
144
EP Wealth Advisors
California
$2.19M
Fidelity Investments
145
Fidelity Investments
Massachusetts
$2.12M
VC
146
Vicus Capital
Pennsylvania
$2.1M
RWP
147
Revolve Wealth Partners
New Jersey
$2.08M
FI
148
Financial Insights
Washington
$2.03M
OBWG
149
Onyx Bridge Wealth Group
New York
$2M
WA
150
Waverly Advisors
Alabama
$1.96M