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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
CPRC
201
Consolidated Portfolio Review Corp
New York
$1.08M
RBC
202
Romano Brothers & Co
Illinois
$1.08M
DADC
203
D.A. Davidson & Co
Montana
$1.08M
MW
204
Maia Wealth
Colorado
$1.05M
LRWA
205
Long Run Wealth Advisors
New York
$1.04M
CFG
206
Citizens Financial Group
Rhode Island
$1.04M
WF
207
WoodTrust Financial
Wisconsin
$1.03M
TAFW
208
Tred Avon Family Wealth
Maryland
$1M
NP
209
NorthRock Partners
Minnesota
$992K
HIF
210
Hill Island Financial
Michigan
$987K
SA
211
Sovran Advisors
California
$981K
DWT
212
Dorsey & Whitney Trust
South Dakota
$974K
RL
213
Rogco LP
Oklahoma
$973K
DRP
214
Decker Retirement Planning
Utah
$972K
MG
215
Mather Group
Illinois
$969K
WA
216
Wealth Alliance
New York
$967K
CCA
217
Cobblestone Capital Advisors
New York
$962K
AI
218
Atria Investments
North Carolina
$949K
HI
219
Harbour Investments
Wisconsin
$948K
Vontobel Holding
220
Vontobel Holding
Switzerland
$942K
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$937K
FHC
222
First Horizon Corporation
Tennessee
$934K
RWP
223
RWA Wealth Partners
Massachusetts
$933K
HA
224
Harfst & Associates
Wyoming
$931K
AIM
225
Acropolis Investment Management
Missouri
$931K