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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

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 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28M
3
SCM
3
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$400M
2
IAS
2
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
EP
4
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$400M 3,903,807 -849,201 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$208M 2,033,072 +13,572 +0.7%
Bank of America
3
Bank of America
North Carolina
$148M 1,444,324 -246,734 -15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$127M 1,240,769 -150,143 -11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$114M 1,110,053 +89,622 +9%
LPL Financial
6
LPL Financial
California
$103M 1,010,417 +4,703 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$101M 989,124 +48,505 +5%
UBS Group
8
UBS Group
Switzerland
$47.5M 464,252 -33,445 -7%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$45.6M 445,608 -120,943 -21%
IAS
10
IMA Advisory Services
Colorado
$42.5M 416,825 -434,899 -51%
Betterment LLC
11
Betterment LLC
New York
$42M 409,944 -15,170 -4%
US Bancorp
12
US Bancorp
Minnesota
$35.2M 343,418 -58,516 -15%
Mariner
13
Mariner
Kansas
$33M 322,703 -621 -0.2%
Cerity Partners
14
Cerity Partners
New York
$30M 292,513 +22,956 +9%
SEI Investments
15
SEI Investments
Pennsylvania
$28.5M 277,866 -3,580 -1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$28M 273,410 +84,268 +45%
Goldman Sachs
17
Goldman Sachs
New York
$27.6M 269,934 +17,894 +7%
Wells Fargo
18
Wells Fargo
California
$22.6M 220,864 -29,669 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21M 204,711 -33,943 -14%
Raymond James Financial
20
Raymond James Financial
Florida
$20.2M 197,360 +6,872 +4%
Truist Financial
21
Truist Financial
North Carolina
$19.3M 188,833 +1,045 +0.6%
Creative Planning
22
Creative Planning
Kansas
$18.7M 183,084 -748 -0.4%
PAS
23
Park Avenue Securities
New York
$17.6M 172,260 +5,531 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$17.3M 168,799 -69,845 -29%
MCM
25
Manchester Capital Management
Vermont
$17.1M 167,092 +35,221 +27%
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