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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SOA Wealth Advisors
New York
$1.47M
FHA
177
First Horizon Advisors
Tennessee
$1.45M
MOS
178
MGO One Seven
Ohio
$1.44M
CCM
179
Coldstream Capital Management
Washington
$1.42M
CHAM
180
Clear Harbor Asset Management
Connecticut
$1.41M
APW
181
Austin Private Wealth
Texas
$1.41M
PW
182
Potentia Wealth
California
$1.4M
CA
183
Continuum Advisory
Idaho
$1.4M
BWA
184
Bordeaux Wealth Advisors
California
$1.39M
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$1.35M
AWM
186
Apollon Wealth Management
South Carolina
$1.34M
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$1.32M
MPW
188
MA Private Wealth
California
$1.32M
QCM
189
QRG Capital Management
Illinois
$1.31M
WTC
190
WhitTier Trust Company
Nevada
$1.31M
BSWM
191
Boston Standard Wealth Management
Massachusetts
$1.3M
RA
192
RFG Advisory
Alabama
$1.3M
B
193
Bensler
Washington
$1.28M
WMP
194
Wealth Management Partners
Arizona
$1.27M
RIA
195
Regal Investment Advisors
Michigan
$1.26M
GDP
196
Great Diamond Partners
Maine
$1.19M
MSG
197
Main Street Group
Virginia
$1.19M
FHA
198
Flagship Harbor Advisors
Massachusetts
$1.18M
BDFN
199
Bond & Devick Financial Network
Minnesota
$1.18M
FFN
200
Focus Financial Network
Minnesota
$1.18M