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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$1.45M -$1.92M -16,532 -57%
MOS
177
MGO One Seven
Ohio
$1.44M +$97.9K +843 +7%
CCM
178
Coldstream Capital Management
Washington
$1.42M -$211K -1,817 -13%
CHAM
179
Clear Harbor Asset Management
Connecticut
$1.41M – – –
APW
180
Austin Private Wealth
Texas
$1.41M +$40.5K +349 +3%
PW
181
Potentia Wealth
California
$1.4M -$14.8K -127 -1%
CA
182
Continuum Advisory
Idaho
$1.4M -$1.05K -9 -0.1%
BWA
183
Bordeaux Wealth Advisors
California
$1.39M – – –
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$1.35M +$122K +1,048 +10%
AWM
185
Apollon Wealth Management
South Carolina
$1.34M +$297K +2,555 +28%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$1.32M – – –
MPW
187
MA Private Wealth
California
$1.32M – – –
QCM
188
QRG Capital Management
Illinois
$1.31M +$1.31M +11,257 New
WTC
189
WhitTier Trust Company
Nevada
$1.31M -$17.3K -149 -1%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$1.3M -$424K -3,647 -25%
RA
191
RFG Advisory
Alabama
$1.3M -$38.3K -330 -3%
B
192
Bensler
Washington
$1.28M +$103K +889 +9%
WMP
193
Wealth Management Partners
Arizona
$1.27M +$7.58K +65 +0.6%
RIA
194
Regal Investment Advisors
Michigan
$1.26M -$84.3K -726 -6%
GDP
195
Great Diamond Partners
Maine
$1.19M -$47.3K -407 -4%
MSG
196
Main Street Group
Virginia
$1.19M – – –
FHA
197
Flagship Harbor Advisors
Massachusetts
$1.18M +$189K +1,629 +19%
BDFN
198
Bond & Devick Financial Network
Minnesota
$1.18M -$69.5K -598 -6%
FFN
199
Focus Financial Network
Minnesota
$1.18M -$234K -2,011 -17%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$1.17M +$88.5K +762 +8%
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8
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