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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
SWA
176
Sax Wealth Advisors
New Jersey
$1.47M
SWA
177
SOA Wealth Advisors
New York
$1.47M
FHA
178
First Horizon Advisors
Tennessee
$1.45M
MOS
179
MGO One Seven
Ohio
$1.44M
CCM
180
Coldstream Capital Management
Washington
$1.42M
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.41M
APW
182
Austin Private Wealth
Texas
$1.41M
PW
183
Potentia Wealth
California
$1.4M
CA
184
Continuum Advisory
Idaho
$1.4M
BWA
185
Bordeaux Wealth Advisors
California
$1.39M
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$1.35M
AWM
187
Apollon Wealth Management
South Carolina
$1.34M
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.32M
MPW
189
MA Private Wealth
California
$1.32M
QCM
190
QRG Capital Management
Illinois
$1.31M
WTC
191
WhitTier Trust Company
Nevada
$1.31M
BSWM
192
Boston Standard Wealth Management
Massachusetts
$1.3M
RA
193
RFG Advisory
Alabama
$1.3M
B
194
Bensler
Washington
$1.28M
WMP
195
Wealth Management Partners
Arizona
$1.27M
RIA
196
Regal Investment Advisors
Michigan
$1.26M
GDP
197
Great Diamond Partners
Maine
$1.19M
MSG
198
Main Street Group
Virginia
$1.19M
FHA
199
Flagship Harbor Advisors
Massachusetts
$1.18M
BDFN
200
Bond & Devick Financial Network
Minnesota
$1.18M