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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
B
201
Bensler
Washington
$1.04M -$53.7K -524 -5%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$990K +$230K +2,244 +30%
LRWA
203
Long Run Wealth Advisors
New York
$968K +$14.6K +143 +2%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$967K
SPC
205
Sigma Planning Corp
Michigan
$956K -$5.74K -56 -0.6%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$955K -$50.7K -495 -5%
FIA
207
Foundations Investment Advisors
Arizona
$950K +$950K +9,279 New
WIA
208
World Investment Advisors
California
$939K +$75.8K +740 +9%
KCM
209
Kathmere Capital Management
Pennsylvania
$933K -$60.5K -591 -6%
DWM
210
Destination Wealth Management
California
$931K +$27K +264 +3%
CPRC
211
Consolidated Portfolio Review Corp
New York
$924K +$7.68K +75 +0.8%
AWM
212
Apollon Wealth Management
South Carolina
$920K -$819 -8 -0.1%
DWT
213
Dorsey & Whitney Trust
South Dakota
$910K -$159K -1,550 -15%
DAS
214
Diversify Advisory Services
Utah
$904K -$240K -2,356 -21%
RWP
215
RWA Wealth Partners
Massachusetts
$901K -$20.8K -203 -2%
KWA
216
Kingswood Wealth Advisors
California
$900K +$1.84K +18 +0.2%
DAS
217
Dynamic Advisor Solutions
Arizona
$894K
RBC
218
Romano Brothers & Co
Illinois
$889K +$61.7K +602 +7%
DADC
219
D.A. Davidson & Co
Montana
$881K -$50K -488 -5%
VA
220
Valmark Advisers
Ohio
$874K -$9.73K -95 -1%
FHA
221
Flagship Harbor Advisors
Massachusetts
$873K +$30.1K +294 +4%
CFG
222
Citizens Financial Group
Rhode Island
$870K -$161K -1,570 -16%
RL
223
Rogco LP
Oklahoma
$867K +$85.1K +831 +11%
NP
224
NorthRock Partners
Minnesota
$834K -$106K -1,037 -11%
WA
225
Wealth Alliance
New York
$833K -$18.5K -181 -2%