DSI icon

iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
CWM
126
Cornerstone Wealth Management
Missouri
$2.56M
AFA
127
Arlington Financial Advisors
California
$2.53M
BWM
128
BigSur Wealth Management
Florida
$2.52M
AIC
129
Allodium Investment Consultants
Minnesota
$2.51M
VC
130
Vicus Capital
Pennsylvania
$2.48M
SWM
131
SigFig Wealth Management
California
$2.48M
SFP
132
Shepherd Financial Partners
Massachusetts
$2.48M
HH
133
Hilltop Holdings
Texas
$2.47M
HWM
134
HB Wealth Management
Georgia
$2.42M
FWM
135
Fingerlakes Wealth Management
New York
$2.41M
ISFAN
136
Investor's Fiduciary Advisor Network
Washington
$2.4M
BTW
137
Boston Trust Walden
Massachusetts
$2.39M
MWM
138
Modera Wealth Management
New Jersey
$2.39M
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.36M
P
140
Pitcairn
Pennsylvania
$2.3M
SCA
141
Snowden Capital Advisors
New York
$2.27M
Jones Financial Companies
142
Jones Financial Companies
Missouri
$2.24M
FPAS
143
Focus Partners Advisor Solutions
Missouri
$2.22M
RWP
144
Revolve Wealth Partners
New Jersey
$2.2M
WA
145
Waverly Advisors
Alabama
$2.12M
MFG
146
Merit Financial Group
Georgia
$2.1M
NW
147
NewEdge Wealth
Pennsylvania
$2.09M
COCM
148
Charter Oak Capital Management
New Hampshire
$2.06M
PA
149
PFG Advisors
Arizona
$2.04M
AIP
150
Ameritas Investment Partners
Nebraska
$1.98M