iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

$100.97
+0.01 (+0.01%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Number of
Institutional Buyers
(last 12 months)
261
Total
Institutional Inflows
(last 12 months)
$349.14M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$208.36M
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DSI Institutional Buying and Selling by Quarter

iShares MSCI KLD 400 Social ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI6,624$668K0.0%N/A0.015%
5/17/2024 Comerica Bank69,103$6.97M0.0%+1.8%0.157%
5/16/2024 B. Riley Wealth Advisors Inc.9,137$921K0.0%+40.4%0.021%
5/15/2024 SVB Wealth LLC18,693$1.88M0.0%-22.0%0.042%
5/15/2024 Mount Yale Investment Advisors LLC9,302$938K0.1%-1.6%0.021%
5/15/2024 1832 Asset Management L.P.17,445$1.76M0.0%+78.0%0.040%
5/14/2024 EP Wealth Advisors LLC15,204$1.53M0.0%-3.0%0.034%
5/14/2024 Pitcairn Co.30,343$3.06M0.2%+3.5%0.069%
5/13/2024 Hilltop Partners LLC3,252$328K0.1%N/A0.007%
5/10/2024 Osaic Holdings Inc.211,114$21.29M0.0%-44.3%0.478%
5/10/2024 TIAA Trust National Association4,889$493K0.0%-4.9%0.011%
5/10/2024 Banco Santander S.A.2,000$202K0.0%N/A0.005%
5/9/2024 Dorsey & Whitney Trust CO LLC19,192$1.94M0.1%-4.8%0.043%
5/9/2024 Trillium Asset Management LLC53,496$5.39M0.1%-68.9%0.121%
5/9/2024 Orion Portfolio Solutions LLC43,666$4.40M0.0%-7.7%0.099%
5/9/2024 Blair William & Co. IL41,628$4.20M0.0%-3.8%0.094%
5/9/2024 Zevin Asset Management LLC2,236$225K0.0%-8.2%0.005%
5/9/2024 Rogco LP8,989$906K0.4%-6.8%0.020%
5/8/2024 West Wealth Group LLC5,498$554K0.2%-4.7%0.012%
5/8/2024 Great Diamond Partners LLC11,886$1.20M0.3%-1.3%0.027%
5/8/2024 Neumann Capital Management LLC34,968$3.53M1.3%+5.3%0.079%
5/8/2024 Avantax Advisory Services Inc.23,283$2.35M0.0%+1.7%0.053%
5/8/2024 US Bancorp DE176,410$17.78M0.0%+0.8%0.400%
5/7/2024 Verus Capital Partners LLC3,915$395K0.0%+3.5%0.009%
5/7/2024 WNY Asset Management LLC7,011$707K0.1%-3.1%0.016%
5/7/2024 Sei Investments Co.309,155$31.17M0.0%-16.4%0.700%
5/7/2024 White Lighthouse Investment Management Inc.17,095$1.72M0.4%-1.6%0.039%
5/7/2024 Concurrent Investment Advisors LLC2,136$215K0.0%N/A0.005%
5/7/2024 Smithfield Trust Co2,069$209K0.0%-80.2%0.005%
5/7/2024 Zevenbergen Capital Investments LLC2,235$225K0.0%-45.7%0.005%
5/7/2024 Topel & Distasi Wealth Management LLC20,050$2.02M0.9%+0.7%0.045%
5/7/2024 PFG Advisors27,757$2.80M0.2%-2.1%0.063%
5/7/2024 Wealthspire Advisors LLC37,717$3.80M0.1%-4.6%0.085%
5/7/2024 Roof Eidam Maycock Peralta LLC2,050$207K0.1%N/A0.005%
5/6/2024 Envestnet Portfolio Solutions Inc.702,754$70.85M0.3%-6.6%1.592%
5/6/2024 Manchester Capital Management LLC124,193$12.52M1.5%+0.8%0.281%
5/4/2024 McClarren Financial Advisors Inc.404$41K0.0%-98.7%0.001%
5/4/2024 Geneos Wealth Management Inc.1,724$174K0.0%-18.8%0.004%
5/4/2024 Buck Wealth Strategies LLC3,821$385K0.1%N/A0.009%
5/3/2024 MRA Advisory Group2,224$224K0.1%-4.9%0.005%
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5/2/2024 Lincoln National Corp67,939$6.85M0.1%+3.1%0.153%
5/2/2024 Choreo LLC71,930$7.25M0.2%-1.3%0.162%
5/2/2024 Palisade Asset Management LLC996$100K0.0%N/A0.002%
5/1/2024 KFA Private Wealth Group LLC4,489$453K0.1%+23.6%0.010%
5/1/2024 Janney Montgomery Scott LLC47,407$4.78M0.0%+5.1%0.107%
5/1/2024 BNP Paribas Financial Markets12,305$1.24M0.0%+6.1%0.028%
5/1/2024 Concourse Financial Group Securities Inc.10,147$1.02M0.1%+10.5%0.023%
5/1/2024 Mission Wealth Management LP2,039$206K0.0%N/A0.005%
5/1/2024 Sequoia Financial Advisors LLC18,497$1.87M0.0%-6.0%0.042%
5/1/2024 Diversify Advisory Services LLC17,819$1.80M0.1%N/A0.040%
4/30/2024 Private Advisor Group LLC135,656$13.68M0.1%+6.1%0.306%
4/30/2024Concord Wealth Partners21,325$2.15M0.4%-21.7%0.048%
4/30/2024 Strategic Wealth Partners Group LLC45,700$4.61M0.5%-4.2%0.103%
4/30/2024 Perigon Wealth Management LLC32,405$3.27M0.1%+115.0%0.073%
4/30/2024 Unionview LLC2,056$207K0.2%N/A0.005%
4/29/2024Commonwealth Equity Services LLC203,595$20.53M0.0%+1.0%0.460%
4/29/2024 Onyx Bridge Wealth Group LLC18,492$1.81M0.3%+92.0%0.042%
4/29/2024 RWA Wealth Partners LLC7,499$756K0.0%-9.4%0.017%
4/29/2024 Wealthspan Partners LLC2,130$215K0.1%N/A0.005%
4/29/2024 Brio Consultants LLC46,987$4.74M0.8%-4.5%0.106%
4/26/2024 YHB Investment Advisors Inc.406$41K0.0%N/A0.001%
4/26/2024 Bond & Devick Financial Network Inc.11,003$1.11M0.6%-5.2%0.025%
4/26/2024 Mesirow Financial Investment Management Inc.5,806$585K0.0%N/A0.013%
4/26/2024 Meridian Wealth Management LLC3,793$374K0.1%+10.0%0.009%
4/25/2024 Fielder Capital Group LLC4,966$501K0.2%-35.6%0.011%
4/25/2024 Tilson Financial Group Inc.1,998$201K0.1%N/A0.005%
4/25/2024 Long Run Wealth Advisors LLC10,821$1.09M0.3%+2.6%0.024%
4/25/2024 Cambridge Investment Research Advisors Inc.71,749$7.23M0.0%+3.3%0.162%
4/24/2024 CENTRAL TRUST Co290$29K0.0%+101.4%0.001%
4/24/2024 4Thought Financial Group Inc.2,624$264K0.2%+30.2%0.006%
4/24/2024 Conscious Wealth Investments LLC16,351$1.57M1.2%+8.4%0.037%
4/24/2024 Simplicity Wealth LLC2,018$203K0.0%N/A0.005%
4/24/2024 Childress Capital Advisors LLC31,671$3.25M0.9%+8.9%0.071%
4/24/2024 Spire Wealth Management19,268$1.94M0.1%-2.3%0.043%
4/24/2024 Gemmer Asset Management LLC109,925$11.08M1.3%+4.2%0.248%
4/23/2024 Charter Oak Capital Management LLC16,846$1.70M0.2%+0.8%0.038%
4/23/2024 Global Retirement Partners LLC1,520$153K0.0%+27.6%0.003%
4/23/2024 Venturi Wealth Management LLC5,246$529K0.0%-9.8%0.012%
4/23/2024 Hall Laurie J Trustee350$35K0.0%-53.3%0.001%
4/23/2024 Gradient Investments LLC52,071$5.25M0.1%+2.5%0.118%
4/23/2024 Sugarloaf Wealth Management LLC2,307$233K0.0%+9.3%0.005%
4/23/2024 Strategic Blueprint LLC8,134$820K0.1%+3.2%0.018%
4/23/2024 Raymond James Financial Services Advisors Inc.95,776$9.66M0.0%+1.1%0.216%
4/22/2024 PFG Investments LLC92,953$9.37M0.6%+24.4%0.210%
4/22/2024 Laurel Wealth Planning LLC40,734$4.11M2.7%-1.3%0.092%
4/22/2024 Altfest L J & Co. Inc.25,113$2.53M0.4%+7.1%0.057%
4/22/2024 Horst & Graben Wealth Management LLC35,938$3.62M0.7%+7.7%0.081%
4/19/2024 Tempus Wealth Planning LLC12,659$1.28M0.6%-1.7%0.029%
4/19/2024 Cornerstone Wealth Management LLC25,231$2.54M0.2%+1.0%0.057%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.3,275$330K0.1%-3.2%0.007%
Buy Friday. Sell Monday. (Ad)

A 35 year old man from central Florida has stumbled on one of the best strategies we’ve seen in a long time. For the last 30 months his “Friday to Monday” trading strategy has maintained a 71% win rate on more than 350 trades. That includes multiple big time winners like 82% from Adobe… 77% from Palo Alto… But also a barrage of smaller winners like 20% from AMC… Each of which were opened on a Friday afternoon and closed the very next Monday morning. As you’ll see in his brand new video, this strange strategy has given him the ability to capture big time market moves over the weekend.

Check it out, simply follow this link here.
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC4,883$492K0.1%-3.9%0.011%
4/18/2024 Claro Advisors LLC2,512$253K0.0%N/A0.006%
4/18/2024 Miracle Mile Advisors LLC79,910$8.06M0.2%+15.2%0.180%
4/18/2024 Francis Financial Inc.133,147$13.42M4.3%-1.8%0.300%
4/17/2024 Brooklyn FI LLC6,214$626K0.3%-8.3%0.014%
4/17/2024 Gibson Capital LLC40,874$4.12M0.9%-2.4%0.092%
4/17/2024 Private Ocean LLC3,160$319K0.0%-4.2%0.007%
4/17/2024 Vicus Capital17,361$1.75M0.2%-0.6%0.039%
4/17/2024 Ridgecrest Wealth Partners LLC2,040$206K0.1%N/A0.005%
4/16/2024Kathmere Capital Management LLC6,867$692K0.1%N/A0.015%
(Data available from 1/1/2016 forward)

DSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSI shares?

During the previous two years, 451 institutional investors and hedge funds held shares of iShares MSCI KLD 400 Social ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($16.53B), Morgan Stanley ($365.75M), Envestnet Asset Management Inc. ($222.00M), Bank of America Corp DE ($181.89M), JPMorgan Chase & Co. ($121.81M), Bank of New York Mellon Corp ($90.48M), and Ameriprise Financial Inc. ($83.70M).Learn more on DSI's institutional investors.

Which institutional investors have been buying iShares MSCI KLD 400 Social ETF stock?

Of the 389 institutional investors that purchased iShares MSCI KLD 400 Social ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.33M), Envestnet Portfolio Solutions Inc. ($752.55K), Bank of America Corp DE ($491.93K), Cerity Partners LLC ($429.63K), Bank of New York Mellon Corp ($334.63K), Wells Fargo & Company MN ($299.47K), and Dunhill Financial LLC ($273.89K).

How much institutional buying is happening at iShares MSCI KLD 400 Social ETF?

Institutional investors have bought a total of 9,912,418 shares in the last 24 months. This purchase volume represents approximately $775.68M in transactions.

Which iShares MSCI KLD 400 Social ETF major shareholders have been selling company stock?

Of the 262 institutional investors that sold iShares MSCI KLD 400 Social ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.35M), Trillium Asset Management LLC ($264.05K), Win Advisors Inc. ($253.92K), Raymond James Financial Services Advisors Inc. ($191.34K), Bank of America Corp DE ($174.42K), J.P. Morgan Private Wealth Advisors LLC ($171.63K), and Osaic Holdings Inc. ($167.85K).

How much institutional selling is happening at iShares MSCI KLD 400 Social ETF?

Institutional investors have sold a total of 5,027,764 shares in the last 24 months. This volume of shares sold represents approximately $404.53M in transactions.


This page (NYSEARCA:DSI) was last updated on 5/18/2024 by MarketBeat.com Staff

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