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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28M
3
SCM
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$400M
2
IAS
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
Bank of America
North Carolina
$148M
4
EP
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Waverly Advisors
Alabama
$1.73M +$1.49M +14,538 +628%
AWM
152
AE Wealth Management
Kansas
$1.72M +$1.43M +13,930 +492%
TWP
153
Tempus Wealth Planning
California
$1.71M +$329K +3,210 +24%
COCM
154
Charter Oak Capital Management
New Hampshire
$1.7M -$11.7K -114 -0.7%
EFG
155
Elios Financial Group
Ohio
$1.66M -$922 -9 -0.1%
ACA
156
Aptus Capital Advisors
Alabama
$1.66M -$92.4K -902 -5%
Citadel Advisors
157
Citadel Advisors
Florida
$1.65M +$1.54M +15,060 +1,471%
SWM
158
Spire Wealth Management
Virginia
$1.63M -$124K -1,214 -7%
AIP
159
Ameritas Investment Partners
Nebraska
$1.62M -$32.9K -321 -2%
CI
160
CX Institutional
Indiana
$1.57M +$275K +2,687 +21%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$1.56M +$27.8K +271 +2%
EWA
162
EP Wealth Advisors
California
$1.54M +$17.5K +171 +1%
IRC
163
Investors Research Corp
Georgia
$1.54M +$7.99K +78 +0.5%
BSWM
164
Boston Standard Wealth Management
Massachusetts
$1.54M -$40.1K -386 -3%
BAAM
165
Baker Avenue Asset Management
California
$1.53M -$182K -1,775 -11%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$1.51M -$116K -1,132 -7%
SFA
167
Sequoia Financial Advisors
Ohio
$1.49M -$71.3K -696 -5%
GWA
168
GGM Wealth Advisors
Maryland
$1.47M – – –
MIA
169
MainStreet Investment Advisors
Illinois
$1.44M +$1.44M +14,101 New
CCM
170
Coldstream Capital Management
Washington
$1.44M +$76K +742 +6%
WT
171
Whittier Trust
California
$1.43M – – –
Jones Financial Companies
172
Jones Financial Companies
Missouri
$1.41M +$406K +3,977 +40%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.41M +$4.5K +44 +0.3%
AL
174
Aspiriant LLC
California
$1.38M – – –
SFG
175
Sage Financial Group
Pennsylvania
$1.34M -$5.74K -56 -0.4%
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