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iShares MSCI KLD 400 Social ETF

557 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, 228 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: 228

100% less call options, than puts

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

Holders
557
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
AFA
126
Arlington Financial Advisors
California
$2.53M
BWM
127
BigSur Wealth Management
Florida
$2.52M
AIC
128
Allodium Investment Consultants
Minnesota
$2.51M
VC
129
Vicus Capital
Pennsylvania
$2.48M
SWM
130
SigFig Wealth Management
California
$2.48M
SFP
131
Shepherd Financial Partners
Massachusetts
$2.48M
HH
132
Hilltop Holdings
Texas
$2.47M
HWM
133
HB Wealth Management
Georgia
$2.42M
FWM
134
Fingerlakes Wealth Management
New York
$2.41M
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$2.4M
BTW
136
Boston Trust Walden
Massachusetts
$2.39M
MWM
137
Modera Wealth Management
New Jersey
$2.39M
Fidelity Investments
138
Fidelity Investments
Massachusetts
$2.36M
P
139
Pitcairn
Pennsylvania
$2.3M
SCA
140
Snowden Capital Advisors
New York
$2.27M
CAM
141
Cresset Asset Management
Illinois
$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