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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$1.17M
VA
202
Valmark Advisers
Ohio
$1.14M
WAT
203
Wealth Advisory Team
Kentucky
$1.13M
DWM
204
Destination Wealth Management
California
$1.12M
SPC
205
Sigma Planning Corp
Michigan
$1.08M
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$1.08M
KWA
207
Kingswood Wealth Advisors
California
$1.04M
WIA
208
World Investment Advisors
California
$1.03M
DAS
209
Dynamic Advisor Solutions
Arizona
$1.03M
LRWA
210
Long Run Wealth Advisors
New York
$1.02M
CPRC
211
Consolidated Portfolio Review Corp
New York
$1M
DADC
212
D.A. Davidson & Co
Montana
$999K
RBC
213
Romano Brothers & Co
Illinois
$997K
FPAS
214
Focus Partners Advisor Solutions
Missouri
$989K
CFG
215
Citizens Financial Group
Rhode Island
$987K
SWP
216
Sagespring Wealth Partners
Tennessee
$984K
DRP
217
Decker Retirement Planning
Utah
$946K
NP
218
NorthRock Partners
Minnesota
$939K
RWP
219
RWA Wealth Partners
Massachusetts
$935K
Vontobel Holding
220
Vontobel Holding
Switzerland
$933K
AIM
221
Acropolis Investment Management
Missouri
$931K
MW
222
Maia Wealth
Colorado
$917K
WA
223
Wealth Alliance
New York
$908K
FPF
224
First Pacific Financial
Washington
$904K
MG
225
Mather Group
Illinois
$903K