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iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B 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, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
126
Allodium Investment Consultants
Minnesota
$2.4M +$153K +1,321 +7%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$2.38M -$52K -442 -2%
CAM
128
Cresset Asset Management
Illinois
$2.37M
CWM
129
Cornerstone Wealth Management
Missouri
$2.37M -$363K -3,125 -13%
Wealthfront Advisers
130
Wealthfront Advisers
California
$2.37M -$10.2K -88 -0.4%
AFA
131
Arlington Financial Advisors
California
$2.34M +$33.5K +288 +1%
ISFAN
132
Investor's Fiduciary Advisor Network
Washington
$2.32M -$846K -7,282 -27%
BWM
133
BigSur Wealth Management
Florida
$2.32M
HH
134
Hilltop Holdings
Texas
$2.32M -$8.02K -69 -0.3%
SWM
135
SigFig Wealth Management
California
$2.31M -$3.24K -28 -0.1%
SW
136
SoFi Wealth
California
$2.31M +$913K +7,863 +65%
MWM
137
Modera Wealth Management
New Jersey
$2.25M +$247K +2,125 +12%
HWM
138
HB Wealth Management
Georgia
$2.23M
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$2.23M -$3.58M -30,821 -62%
BTW
140
Boston Trust Walden
Massachusetts
$2.21M -$7.43K -64 -0.3%
FWM
141
Fingerlakes Wealth Management
New York
$2.19M +$11.4K +98 +0.5%
EWA
142
EP Wealth Advisors
California
$2.19M +$440K +3,787 +25%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$2.12M -$236K -2,034 -10%
VC
144
Vicus Capital
Pennsylvania
$2.1M +$57.3K +493 +3%
RWP
145
Revolve Wealth Partners
New Jersey
$2.08M +$67.7K +583 +3%
FI
146
Financial Insights
Washington
$2.03M -$457K -3,935 -18%
OBWG
147
Onyx Bridge Wealth Group
New York
$2M -$254K -2,190 -11%
WA
148
Waverly Advisors
Alabama
$1.96M
NW
149
NewEdge Wealth
Pennsylvania
$1.95M -$216K -1,803 -10%
AWS
150
Atria Wealth Solutions
New York
$1.94M -$7.31M -62,499 -79%