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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
IRC
151
Investors Research Corp
Georgia
$1.91M
TWP
152
Tempus Wealth Planning
California
$1.89M
MIA
153
MainStreet Investment Advisors
Illinois
$1.84M
SWM
154
Spire Wealth Management
Virginia
$1.84M
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$1.8M
BAAM
156
Baker Avenue Asset Management
California
$1.79M
FFA
157
Farther Finance Advisors
California
$1.78M
WT
158
Whittier Trust
California
$1.77M
SFA
159
Sequoia Financial Advisors
Ohio
$1.76M
ACA
160
Aptus Capital Advisors
Alabama
$1.73M
CI
161
CX Institutional
Indiana
$1.73M
AL
162
Aspiriant LLC
California
$1.7M
SWA
163
Sax Wealth Advisors
New Jersey
$1.66M
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$1.66M
APW
165
Austin Private Wealth
Texas
$1.65M
WLIM
166
White Lighthouse Investment Management
Massachusetts
$1.61M
SFG
167
Sage Financial Group
Pennsylvania
$1.6M
SWA
168
SOA Wealth Advisors
New York
$1.59M
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$1.57M
CHAM
170
Clear Harbor Asset Management
Connecticut
$1.53M
PW
171
Potentia Wealth
California
$1.52M
CA
172
Continuum Advisory
Idaho
$1.5M
MOS
173
MGO One Seven
Ohio
$1.49M
AWM
174
Apollon Wealth Management
South Carolina
$1.48M
FFN
175
Focus Financial Network
Minnesota
$1.44M