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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$1.8M
BAAM
152
Baker Avenue Asset Management
California
$1.79M
FFA
153
Farther Finance Advisors
California
$1.78M
WT
154
Whittier Trust
California
$1.77M
SFA
155
Sequoia Financial Advisors
Ohio
$1.76M
ACA
156
Aptus Capital Advisors
Alabama
$1.73M
CI
157
CX Institutional
Indiana
$1.73M
AL
158
Aspiriant LLC
California
$1.7M
SWA
159
Sax Wealth Advisors
New Jersey
$1.66M
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$1.66M
APW
161
Austin Private Wealth
Texas
$1.65M
WLIM
162
White Lighthouse Investment Management
Massachusetts
$1.61M
SFG
163
Sage Financial Group
Pennsylvania
$1.6M
SWA
164
SOA Wealth Advisors
New York
$1.59M
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$1.57M
CHAM
166
Clear Harbor Asset Management
Connecticut
$1.53M
PW
167
Potentia Wealth
California
$1.52M
CA
168
Continuum Advisory
Idaho
$1.5M
MOS
169
MGO One Seven
Ohio
$1.49M
AWM
170
Apollon Wealth Management
South Carolina
$1.48M
FFN
171
Focus Financial Network
Minnesota
$1.44M
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$1.43M
BSWM
173
Boston Standard Wealth Management
Massachusetts
$1.42M
CCM
174
Coldstream Capital Management
Washington
$1.4M
B
175
Bensler
Washington
$1.38M