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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
WMP
176
Wealth Management Partners
Arizona
$1.37M
RA
177
RFG Advisory
Alabama
$1.36M
MPW
178
MA Private Wealth
California
$1.36M
WTC
179
WhitTier Trust Company
Nevada
$1.35M
RIA
180
Regal Investment Advisors
Michigan
$1.34M
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.34M
OCM
182
One Capital Management
California
$1.33M
GDP
183
Great Diamond Partners
Maine
$1.32M
Citigroup
184
Citigroup
New York
$1.32M
QCM
185
QRG Capital Management
Illinois
$1.31M
Renaissance Technologies
186
Renaissance Technologies
New York
$1.27M
KWA
187
Kingswood Wealth Advisors
California
$1.24M
KPWS
188
Kestra Private Wealth Services
Texas
$1.24M
MSG
189
Main Street Group
Virginia
$1.24M
BDFN
190
Bond & Devick Financial Network
Minnesota
$1.24M
FSA
191
Financial Services Advisory
Maryland
$1.23M
VA
192
Valmark Advisers
Ohio
$1.23M
Baird Financial Group
193
Baird Financial Group
Wisconsin
$1.21M
HF
194
HRT Financial
New York
$1.2M
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.18M
SWP
196
Sagespring Wealth Partners
Tennessee
$1.15M
ATPW
197
Ashton Thomas Private Wealth
Arizona
$1.12M
DAS
198
Dynamic Advisor Solutions
Arizona
$1.1M
WIA
199
World Investment Advisors
California
$1.09M
HFA
200
Hershey Financial Advisers
Pennsylvania
$1.09M