iShares MSCI KLD 400 Social ETF
545 hedge funds and large institutions have $2.54B 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, 213 reducing their positions, and 43 closing their positions.
2.22% less ownership
Funds ownership: 62.28% → 60.06% (-2.2%)
4% less funds holding
Funds holding: 567 → 545 (-22)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less capital invested
Capital invested by funds: $2.97B → $2.54B (-$435M)
15% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 213
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
38% less call options, than puts
Call options by funds: $102K | Put options by funds: $164K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$9.78M |
| 2 |
Rockefeller Capital Management
New York
|
+$9.19M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$7.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$92.6M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$47.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.9M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$25.1M |
| 5 |
JP Morgan Chase
New York
|
-$16.4M |
DSI Hedge Fund Activity: Q1 2025 in Review
545 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2025, worth a combined $2.54B — down 15% from $2.97B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of DSI and 29 opened new positions — a net loss of 14 holders — while 213 trimmed existing stakes and 181 added.
The largest buyer was Bank of New York Mellon, adding an estimated $9.78M. The largest seller was Morgan Stanley, cutting an estimated $92.6M.
- 545 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2025, down from 567 in Q4 2024.
- Funds reported $2.54B of iShares MSCI KLD 400 Social ETF stock for Q1 2025, down 15% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2025 and 43 closed out, a net change of -14 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $9.78M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2025 was Morgan Stanley, an estimated $92.6M sold.
Based on aggregated 13F filings for Q1 2025.