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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
7.4%
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 %
VA
201
Valmark Advisers
Ohio
$1.14M +$153K +1,315 +15%
WAT
202
Wealth Advisory Team
Kentucky
$1.13M +$1.13M +9,724 New
DWM
203
Destination Wealth Management
California
$1.12M +$63.1K +543 +6%
SPC
204
Sigma Planning Corp
Michigan
$1.08M +$929 +8 +0.1%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$1.08M -$19.7K -170 -2%
KWA
206
Kingswood Wealth Advisors
California
$1.04M +$18.8K +162 +2%
WIA
207
World Investment Advisors
California
$1.03M -$38K -327 -4%
DAS
208
Dynamic Advisor Solutions
Arizona
$1.03M +$11.6K +100 +1%
LRWA
209
Long Run Wealth Advisors
New York
$1.02M -$75.7K -652 -7%
CPRC
210
Consolidated Portfolio Review Corp
New York
$1M -$44.7K -385 -4%
DADC
211
D.A. Davidson & Co
Montana
$999K -$348 -3 -0%
RBC
212
Romano Brothers & Co
Illinois
$997K -$11.8K -102 -1%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$989K +$355K +3,056 +56%
CFG
214
Citizens Financial Group
Rhode Island
$987K +$116 +1 +0%
SWP
215
Sagespring Wealth Partners
Tennessee
$984K +$73.6K +634 +8%
DRP
216
Decker Retirement Planning
Utah
$946K +$943K +8,118 +33,825%
NP
217
NorthRock Partners
Minnesota
$939K -$6.97K -60 -0.7%
RWP
218
RWA Wealth Partners
Massachusetts
$935K -$87.8K -756 -9%
Vontobel Holding
219
Vontobel Holding
Switzerland
$933K +$2.44K +21 +0.3%
AIM
220
Acropolis Investment Management
Missouri
$931K -$13.4K -115 -1%
MW
221
Maia Wealth
Colorado
$917K +$581 +5 +0.1%
WA
222
Wealth Alliance
New York
$908K -$37.1K -319 -4%
FPF
223
First Pacific Financial
Washington
$904K -$25.2K -217 -3%
MG
224
Mather Group
Illinois
$903K +$2.9K +25 +0.3%
DWT
225
Dorsey & Whitney Trust
South Dakota
$898K -$134K -1,151 -13%
7 8
9
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