DSI icon

iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
151
NewEdge Wealth
Pennsylvania
$1.95M
AWS
152
Atria Wealth Solutions
New York
$1.94M
TWP
153
Tempus Wealth Planning
California
$1.93M
COCM
154
Charter Oak Capital Management
New Hampshire
$1.91M
Jones Financial Companies
155
Jones Financial Companies
Missouri
$1.86M
AIP
156
Ameritas Investment Partners
Nebraska
$1.83M
MFG
157
Merit Financial Group
Georgia
$1.81M
IRC
158
Investors Research Corp
Georgia
$1.76M
EFG
159
Elios Financial Group
Ohio
$1.75M
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$1.75M
TRCT
161
Tower Research Capital (TRC)
New York
$1.72M
CI
162
CX Institutional
Indiana
$1.68M
MIA
163
MainStreet Investment Advisors
Illinois
$1.68M
SWM
164
Spire Wealth Management
Virginia
$1.67M
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.64M
SFA
166
Sequoia Financial Advisors
Ohio
$1.63M
WT
167
Whittier Trust
California
$1.62M
BAAM
168
Baker Avenue Asset Management
California
$1.59M
ACA
169
Aptus Capital Advisors
Alabama
$1.59M
P
170
Pitcairn
Pennsylvania
$1.59M
AL
171
Aspiriant LLC
California
$1.57M
OCM
172
One Capital Management
California
$1.52M
WLIM
173
White Lighthouse Investment Management
Massachusetts
$1.49M
SFG
174
Sage Financial Group
Pennsylvania
$1.48M
FFA
175
Farther Finance Advisors
California
$1.48M