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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
GS
176
GTS Securities
New York
$1.31M +$1.12M +10,930 +594%
FFA
177
Farther Finance Advisors
California
$1.3M +$340K +3,305 +35%
SWA
178
SOA Wealth Advisors
New York
$1.3M -$3.73M -36,437 -74%
PW
179
Potentia Wealth
California
$1.25M +$248K +2,426 +25%
CHAM
180
Clear Harbor Asset Management
Connecticut
$1.25M +$102 +1 +0%
FFN
181
Focus Financial Network
Minnesota
$1.24M -$106K -1,032 -8%
CA
182
Continuum Advisory
Idaho
$1.23M -$2.66K -26 -0.2%
SW
183
SoFi Wealth
California
$1.23M +$1.07M +10,419 +650%
WF
184
WoodTrust Financial
Wisconsin
$1.23M +$14K +137 +1%
BWA
185
Bordeaux Wealth Advisors
California
$1.23M
TC
186
TownSquare Capital
Utah
$1.22M -$185K -1,802 -13%
SWA
187
Sax Wealth Advisors
New Jersey
$1.22M +$849K +8,295 +228%
MFG
188
Merit Financial Group
Georgia
$1.22M +$711K +6,943 +139%
APW
189
Austin Private Wealth
Texas
$1.21M -$13K -127 -1%
MOS
190
MGO One Seven
Ohio
$1.19M +$14.7K +144 +1%
RIA
191
Regal Investment Advisors
Michigan
$1.18M +$81.8K +799 +7%
RA
192
RFG Advisory
Alabama
$1.18M +$172K +1,679 +17%
WTC
193
WhitTier Trust Company
Nevada
$1.17M -$21.1K -206 -2%
MPW
194
MA Private Wealth
California
$1.16M
WMP
195
Wealth Management Partners
Arizona
$1.11M
BDFN
196
Bond & Devick Financial Network
Minnesota
$1.1M +$3.69K +36 +0.3%
GDP
197
Great Diamond Partners
Maine
$1.09M -$18.7K -183 -2%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$1.08M +$75.3K +735 +7%
MSG
199
Main Street Group
Virginia
$1.05M +$88.5K +864 +9%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$1.04M +$19.9K +217 +2%