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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
AWS
151
Atria Wealth Solutions
New York
$1.94M
TWP
152
Tempus Wealth Planning
California
$1.93M
COCM
153
Charter Oak Capital Management
New Hampshire
$1.91M
Jones Financial Companies
154
Jones Financial Companies
Missouri
$1.86M
AIP
155
Ameritas Investment Partners
Nebraska
$1.83M
MFG
156
Merit Financial Group
Georgia
$1.81M
IRC
157
Investors Research Corp
Georgia
$1.76M
EFG
158
Elios Financial Group
Ohio
$1.75M
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$1.75M
TRCT
160
Tower Research Capital (TRC)
New York
$1.72M
CI
161
CX Institutional
Indiana
$1.68M
MIA
162
MainStreet Investment Advisors
Illinois
$1.68M
SWM
163
Spire Wealth Management
Virginia
$1.67M
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$1.64M
SFA
165
Sequoia Financial Advisors
Ohio
$1.63M
WT
166
Whittier Trust
California
$1.62M
BAAM
167
Baker Avenue Asset Management
California
$1.59M
ACA
168
Aptus Capital Advisors
Alabama
$1.59M
P
169
Pitcairn
Pennsylvania
$1.59M
AL
170
Aspiriant LLC
California
$1.57M
OCM
171
One Capital Management
California
$1.52M
WLIM
172
White Lighthouse Investment Management
Massachusetts
$1.49M
SFG
173
Sage Financial Group
Pennsylvania
$1.48M
FFA
174
Farther Finance Advisors
California
$1.48M
SWA
175
Sax Wealth Advisors
New Jersey
$1.47M