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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$1.43M
BSWM
177
Boston Standard Wealth Management
Massachusetts
$1.42M
CCM
178
Coldstream Capital Management
Washington
$1.4M
B
179
Bensler
Washington
$1.38M
WMP
180
Wealth Management Partners
Arizona
$1.37M
RA
181
RFG Advisory
Alabama
$1.36M
MPW
182
MA Private Wealth
California
$1.36M
WTC
183
WhitTier Trust Company
Nevada
$1.35M
RIA
184
Regal Investment Advisors
Michigan
$1.34M
FHA
185
Flagship Harbor Advisors
Massachusetts
$1.34M
OCM
186
One Capital Management
California
$1.33M
GDP
187
Great Diamond Partners
Maine
$1.32M
Citigroup
188
Citigroup
New York
$1.32M
QCM
189
QRG Capital Management
Illinois
$1.31M
Renaissance Technologies
190
Renaissance Technologies
New York
$1.27M
KWA
191
Kingswood Wealth Advisors
California
$1.24M
KPWS
192
Kestra Private Wealth Services
Texas
$1.24M
MSG
193
Main Street Group
Virginia
$1.24M
BDFN
194
Bond & Devick Financial Network
Minnesota
$1.24M
FSA
195
Financial Services Advisory
Maryland
$1.23M
VA
196
Valmark Advisers
Ohio
$1.23M
Baird Financial Group
197
Baird Financial Group
Wisconsin
$1.21M
HF
198
HRT Financial
New York
$1.2M
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$1.18M
SWP
200
Sagespring Wealth Partners
Tennessee
$1.15M