iShares MSCI KLD 400 Social ETF
616 hedge funds and large institutions have $3.15B invested in iShares MSCI KLD 400 Social ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 181 increasing their positions, 209 reducing their positions, and 19 closing their positions.
337% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 19
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
10% more funds holding
Funds holding: 560 → 616 (+56)
6% more capital invested
Capital invested by funds: $2.97B → $3.15B (+$187M)
2.02% more ownership
Funds ownership: 59.73% → 61.75% (+2%)
13% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 209
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $258K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.4M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$28.2M |
| 3 |
NI
Natural Investments
Windsor,
California
|
+$12.6M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$12.5M |
| 5 |
NAMM
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$47.8M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$5.95M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.84M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$4.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.29M |
DSI Hedge Fund Activity: Q4 2025 in Review
616 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2025, worth a combined $3.15B — up 6.3% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new DSI positions and 19 closed out — a net gain of 64 holders — while 181 added to existing stakes and 209 trimmed.
The largest buyer was Bank of America, adding an estimated $39.4M. The largest seller was Bank of New York Mellon, cutting an estimated $47.8M.
- 616 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2025, up from 560 in Q3 2025.
- Funds reported $3.15B of iShares MSCI KLD 400 Social ETF stock for Q4 2025, up 6.3% quarter-over-quarter.
- 83 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2025 and 19 closed out, a net change of +64 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2025 was Bank of America, an estimated $39.4M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2025 was Bank of New York Mellon, an estimated $47.8M sold.
Based on aggregated 13F filings for Q4 2025.