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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B 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, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
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
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
151
Charter Oak Capital Management
New Hampshire
$1.91M 16,460 -97 -0.6%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$1.86M 16,043 +2,186 +16%
AIP
153
Ameritas Investment Partners
Nebraska
$1.83M 15,757 -58 -0.4%
MFG
154
Merit Financial Group
Georgia
$1.81M 15,545 +3,615 +30%
IRC
155
Investors Research Corp
Georgia
$1.76M 15,166 +107 +0.7%
EFG
156
Elios Financial Group
Ohio
$1.75M 15,037 -1,213 -7%
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$1.75M 15,036 +328 +2%
TRCT
158
Tower Research Capital (TRC)
New York
$1.72M 14,766 +9,204 +165%
CI
159
CX Institutional
Indiana
$1.68M 14,443 -921 -6%
MIA
160
MainStreet Investment Advisors
Illinois
$1.68M 14,429 +328 +2%
SWM
161
Spire Wealth Management
Virginia
$1.67M 14,376 -1,548 -10%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1.64M 14,104 +366 +3%
SFA
163
Sequoia Financial Advisors
Ohio
$1.63M 14,038 -519 -4%
WT
164
Whittier Trust
California
$1.62M 13,940 – –
BAAM
165
Baker Avenue Asset Management
California
$1.59M 13,703 -1,193 -8%
ACA
166
Aptus Capital Advisors
Alabama
$1.59M 13,676 -2,554 -16%
P
167
Pitcairn
Pennsylvania
$1.59M 13,658 -16,576 -55%
AL
168
Aspiriant LLC
California
$1.57M 13,494 – –
OCM
169
One Capital Management
California
$1.52M 13,051 -23,274 -64%
WLIM
170
White Lighthouse Investment Management
Massachusetts
$1.49M 12,789 -2,426 -16%
SFG
171
Sage Financial Group
Pennsylvania
$1.48M 12,731 -325 -2%
FFA
172
Farther Finance Advisors
California
$1.48M 12,726 +86 +0.7%
SWA
173
Sax Wealth Advisors
New Jersey
$1.47M 12,696 +764 +6%
SWA
174
SOA Wealth Advisors
New York
$1.47M 12,643 -35 -0.3%
FHA
175
First Horizon Advisors
Tennessee
$1.45M 12,451 -16,532 -57%
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