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iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B 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, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
151
Tempus Wealth Planning
California
$1.93M -$10.1K -87 -0.5%
COCM
152
Charter Oak Capital Management
New Hampshire
$1.91M -$11.3K -97 -0.6%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$1.86M +$253K +2,186 +16%
AIP
154
Ameritas Investment Partners
Nebraska
$1.83M -$6.74K -58 -0.4%
MFG
155
Merit Financial Group
Georgia
$1.81M +$420K +3,615 +30%
IRC
156
Investors Research Corp
Georgia
$1.76M +$12.4K +107 +0.7%
EFG
157
Elios Financial Group
Ohio
$1.75M -$141K -1,213 -7%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$38.1K +328 +2%
TRCT
159
Tower Research Capital (TRC)
New York
$1.72M +$1.07M +9,204 +165%
CI
160
CX Institutional
Indiana
$1.68M -$107K -921 -6%
MIA
161
MainStreet Investment Advisors
Illinois
$1.68M +$38.1K +328 +2%
SWM
162
Spire Wealth Management
Virginia
$1.67M -$180K -1,548 -10%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$1.64M +$42.5K +366 +3%
SFA
164
Sequoia Financial Advisors
Ohio
$1.63M -$60.3K -519 -4%
WT
165
Whittier Trust
California
$1.62M
BAAM
166
Baker Avenue Asset Management
California
$1.59M -$139K -1,193 -8%
ACA
167
Aptus Capital Advisors
Alabama
$1.59M -$297K -2,554 -16%
P
168
Pitcairn
Pennsylvania
$1.59M -$1.93M -16,576 -55%
AL
169
Aspiriant LLC
California
$1.57M
OCM
170
One Capital Management
California
$1.52M -$2.7M -23,274 -64%
WLIM
171
White Lighthouse Investment Management
Massachusetts
$1.49M -$282K -2,426 -16%
SFG
172
Sage Financial Group
Pennsylvania
$1.48M -$37.8K -325 -2%
FFA
173
Farther Finance Advisors
California
$1.48M +$9.99K +86 +0.7%
SWA
174
Sax Wealth Advisors
New Jersey
$1.47M +$88.7K +764 +6%
SWA
175
SOA Wealth Advisors
New York
$1.47M -$4.07K -35 -0.3%