iShares MSCI KLD 400 Social ETF
560 hedge funds and large institutions have $2.97B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 229 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
5% more capital invested
Capital invested by funds: $2.82B → $2.97B (+$147M)
0% more funds holding
Funds holding: 560 → 560 (0)
0.14% less ownership
Funds ownership: 59.87% → 59.73% (-0.14%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
30% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 229
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $315K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$7.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.16M |
| 3 |
JP Morgan Chase
New York
|
+$5.45M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.51M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$18.3M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$11.6M |
| 3 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
-$11.5M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.1M |
DSI Hedge Fund Activity: Q3 2025 in Review
560 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2025, worth a combined $2.97B — up 5.2% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DSI positions and 22 closed out — a net gain of 12 holders — while 160 added to existing stakes and 229 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $7.59M. The largest seller was Cerity Partners, cutting an estimated $18.3M.
- 560 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $2.97B of iShares MSCI KLD 400 Social ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
- 34 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2025 and 22 closed out, a net change of +12 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2025 was Rockefeller Capital Management, an estimated $7.59M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2025 was Cerity Partners, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2025.