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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SFP
126
Shepherd Financial Partners
Massachusetts
$2.42M
AIC
127
Allodium Investment Consultants
Minnesota
$2.4M
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$2.38M
CAM
129
Cresset Asset Management
Illinois
$2.37M
CWM
130
Cornerstone Wealth Management
Missouri
$2.37M
Wealthfront Advisers
131
Wealthfront Advisers
California
$2.37M
AFA
132
Arlington Financial Advisors
California
$2.34M
ISFAN
133
Investor's Fiduciary Advisor Network
Washington
$2.32M
BWM
134
BigSur Wealth Management
Florida
$2.32M
HH
135
Hilltop Holdings
Texas
$2.32M
SWM
136
SigFig Wealth Management
California
$2.31M
SW
137
SoFi Wealth
California
$2.31M
MWM
138
Modera Wealth Management
New Jersey
$2.25M
HWM
139
HB Wealth Management
Georgia
$2.23M
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$2.23M
BTW
141
Boston Trust Walden
Massachusetts
$2.21M
FWM
142
Fingerlakes Wealth Management
New York
$2.19M
EWA
143
EP Wealth Advisors
California
$2.19M
Fidelity Investments
144
Fidelity Investments
Massachusetts
$2.12M
VC
145
Vicus Capital
Pennsylvania
$2.1M
RWP
146
Revolve Wealth Partners
New Jersey
$2.08M
FI
147
Financial Insights
Washington
$2.03M
OBWG
148
Onyx Bridge Wealth Group
New York
$2M
WA
149
Waverly Advisors
Alabama
$1.96M
NW
150
NewEdge Wealth
Pennsylvania
$1.95M