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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
FFN
201
Focus Financial Network
Minnesota
$1.18M
Baird Financial Group
202
Baird Financial Group
Wisconsin
$1.17M
VA
203
Valmark Advisers
Ohio
$1.14M
WAT
204
Wealth Advisory Team
Kentucky
$1.13M
DWM
205
Destination Wealth Management
California
$1.12M
SPC
206
Sigma Planning Corp
Michigan
$1.08M
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$1.08M
KWA
208
Kingswood Wealth Advisors
California
$1.04M
WIA
209
World Investment Advisors
California
$1.03M
DAS
210
Dynamic Advisor Solutions
Arizona
$1.03M
LRWA
211
Long Run Wealth Advisors
New York
$1.02M
CPRC
212
Consolidated Portfolio Review Corp
New York
$1M
DADC
213
D.A. Davidson & Co
Montana
$999K
RBC
214
Romano Brothers & Co
Illinois
$997K
FPAS
215
Focus Partners Advisor Solutions
Missouri
$989K
CFG
216
Citizens Financial Group
Rhode Island
$987K
SWP
217
Sagespring Wealth Partners
Tennessee
$984K
DRP
218
Decker Retirement Planning
Utah
$946K
NP
219
NorthRock Partners
Minnesota
$939K
RWP
220
RWA Wealth Partners
Massachusetts
$935K
Vontobel Holding
221
Vontobel Holding
Switzerland
$933K
AIM
222
Acropolis Investment Management
Missouri
$931K
MW
223
Maia Wealth
Colorado
$917K
WA
224
Wealth Alliance
New York
$908K
FPF
225
First Pacific Financial
Washington
$904K