DSI icon

iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B 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, 229 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:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
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
SWP
201
Sagespring Wealth Partners
Tennessee
$1.15M
ATPW
202
Ashton Thomas Private Wealth
Arizona
$1.12M
DAS
203
Dynamic Advisor Solutions
Arizona
$1.1M
WIA
204
World Investment Advisors
California
$1.09M
HFA
205
Hershey Financial Advisers
Pennsylvania
$1.09M
CPRC
206
Consolidated Portfolio Review Corp
New York
$1.08M
RBC
207
Romano Brothers & Co
Illinois
$1.08M
DADC
208
D.A. Davidson & Co
Montana
$1.08M
MW
209
Maia Wealth
Colorado
$1.05M
LRWA
210
Long Run Wealth Advisors
New York
$1.04M
CFG
211
Citizens Financial Group
Rhode Island
$1.04M
WF
212
WoodTrust Financial
Wisconsin
$1.03M
TAFW
213
Tred Avon Family Wealth
Maryland
$1M
NP
214
NorthRock Partners
Minnesota
$992K
HIF
215
Hill Island Financial
Michigan
$987K
SA
216
Sovran Advisors
California
$981K
DWT
217
Dorsey & Whitney Trust
South Dakota
$974K
RL
218
Rogco LP
Oklahoma
$973K
DRP
219
Decker Retirement Planning
Utah
$972K
MG
220
Mather Group
Illinois
$969K
WA
221
Wealth Alliance
New York
$967K
CCA
222
Cobblestone Capital Advisors
New York
$962K
AI
223
Atria Investments
North Carolina
$949K
HI
224
Harbour Investments
Wisconsin
$948K
Vontobel Holding
225
Vontobel Holding
Switzerland
$942K