iShares MSCI KLD 400 Social ETF
562 hedge funds and large institutions have $2.82B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 227 reducing their positions, and 24 closing their positions.
104% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 24
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
3% more funds holding
Funds holding: 547 → 562 (+15)
0.04% less ownership
Funds ownership: 60.11% → 60.06% (-0.04%)
29% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 227
43% less capital inflows, than outflows
Capital inflows: $75.7M | Capital outflows: $133M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.2M |
| 2 |
Bank of New York Mellon
New York
|
+$4.09M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.45M |
| 4 |
GTS Securities
Miami,
Florida
|
+$2.53M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hill Island Financial
Grand Rapids,
Michigan
|
-$10M |
| 2 |
Morgan Stanley
New York
|
-$7.77M |
| 3 |
Atria Wealth Solutions
New York
|
-$6.66M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.42M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.09M |
DSI Hedge Fund Activity: Q2 2025 in Review
562 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2025, worth a combined $2.82B — up 11% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DSI positions and 24 closed out — a net gain of 25 holders — while 161 added to existing stakes and 227 trimmed.
The largest buyer was LPL Financial, adding an estimated $16.2M. The largest seller was Hill Island Financial, cutting an estimated $10M.
- 562 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2025, up from 547 in Q1 2025.
- Funds reported $2.82B of iShares MSCI KLD 400 Social ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 49 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2025 and 24 closed out, a net change of +25 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2025 was LPL Financial, an estimated $16.2M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2025 was Hill Island Financial, an estimated $10M sold.
Based on aggregated 13F filings for Q2 2025.