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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$121.18 -0.56 (-0.46%)
Closing price 09/5/2025 04:10 PM Eastern
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$121.19 +0.01 (+0.01%)
As of 09/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Number of
Institutional Buyers
(last 12 months)
321
Total
Institutional Inflows
(last 12 months)
$435.51M
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$349.72M
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Skip Chart & View Institutional Buying and Selling Data

DSI Institutional Buying and Selling by Quarter

iShares ESG MSCI KLD 400 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.168,897$19.52M0.0%+0.1%0.424%
8/29/2025 Evolution Wealth Management Inc.375$44K0.1%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC25,459$2.96M0.0%-32.7%0.064%
8/26/2025 Thrivent Financial for Lutherans44,190$5.13M0.0%-57.7%0.111%
8/25/2025 Hilltop Partners LLC4,485$521K0.2%+23.1%0.011%
8/19/2025 Advisory Services Network LLC87,900$10.53M0.2%-16.4%0.221%
8/19/2025 Asset Dedication LLC417$48K0.0%-61.6%0.001%
8/19/2025 Pitcairn Co.13,658$1.59M0.1%-54.8%0.034%
8/18/2025 Geneos Wealth Management Inc.4,579$532K0.0%+199.3%0.012%
8/18/2025 Hollencrest Capital Management1,171$136K0.0%+427.5%0.003%
8/16/2025 Evergreen Capital Management LLC21,909$2.55M0.1%-1.2%0.055%
8/15/2025 Tower Research Capital LLC TRC 14,766$1.72M0.0%+165.5%0.037%
8/15/2025 Corient Private Wealth LLC59,745$6.97M0.0%-0.4%0.150%
8/15/2025 Equitable Holdings Inc.28,778$3.34M0.0%-7.4%0.072%
8/15/2025 Captrust Financial Advisors151,893$17.64M0.0%+2.1%0.382%
8/15/2025 Smartleaf Asset Management LLC2,411$279K0.0%-4.7%0.006%
8/15/2025 Snowden Capital Advisors LLC22,287$2.59M0.1%-8.2%0.056%
8/15/2025 Orion Porfolio Solutions LLC47,634$5.26M0.0%+26.0%0.120%
8/15/2025 MML Investors Services LLC113,492$13.18M0.0%-2.7%0.285%
8/15/2025 McIlrath & Eck LLC989$115K0.0%-17.4%0.002%
8/15/2025 Mission Creek Capital Partners Inc.4,353$506K0.1%-9.6%0.011%
8/15/2025 Modern Wealth Management LLC20,960$2.44M0.1%+878.1%0.053%
8/15/2025 Great Valley Advisor Group Inc.2,758$320K0.0%-19.8%0.007%
8/15/2025 EP Wealth Advisors LLC18,871$2.19M0.0%+25.1%0.047%
8/15/2025 Curi Capital LLC2,123$247K0.0%N/A0.005%
8/15/2025 BBR Partners LLC44,345$5.15M0.3%+40.7%0.111%
8/15/2025 BNP Paribas Financial Markets11,625$1.35M0.0%+9.9%0.029%
8/15/2025 Bank of America Corp DE1,440,776$167.36M0.0%-0.2%3.620%
8/15/2025 Ameriprise Financial Inc.931,931$108.33M0.0%-5.8%2.342%
8/14/2025 Jane Street Group LLC5,904$686K0.0%N/A0.015%
8/14/2025 Ausdal Financial Partners Inc.1,743$202K0.0%N/A0.004%
8/14/2025 Raymond James Financial Inc.171,839$19.96M0.0%-12.9%0.432%
8/14/2025 Betterment LLC396,933$46.11M0.1%-3.2%0.997%
8/14/2025 Diversify Advisory Services LLC5,296$643K0.0%-40.4%0.013%
8/14/2025 Sei Investments Co.290,834$33.78M0.0%+4.7%0.731%
8/14/2025 Potentia Wealth12,068$1.40M0.8%-1.0%0.030%
8/14/2025 NewEdge Advisors LLC27,872$3.24M0.0%-2.2%0.070%
8/14/2025 SVB Wealth LLC6,487$754K0.0%N/A0.016%
8/14/2025 Transce3nd LLC304$35K0.0%-24.6%0.001%
8/14/2025 Baker Avenue Asset Management LP13,703$1.59M0.0%-8.0%0.034%
8/14/2025 Cerity Partners LLC274,566$31.89M0.1%-6.1%0.690%
8/13/2025 Shepherd Financial Partners LLC20,875$2.43M0.3%-6.3%0.052%
8/13/2025 SageView Advisory Group LLC41,072$4.96M0.2%-1.9%0.103%
8/13/2025 SCS Capital Management LLC69,138$8.03M0.1%+0.5%0.174%
8/13/2025 Marshall Wace LLP3,821$444K0.0%N/A0.010%
8/13/2025 GeoWealth Management LLC23,817$2.77M0.1%-5.1%0.060%
8/13/2025 Great Diamond Partners LLC10,216$1.19M0.3%-3.8%0.026%
8/13/2025 Baird Financial Group Inc.10,091$1.17M0.0%+8.2%0.025%
8/13/2025 First Trust Advisors LP2,567$298K0.0%+30.0%0.006%
8/13/2025 Kilter Group LLC214$25K0.0%N/A0.001%
8/13/2025 EverSource Wealth Advisors LLC5,986$695K0.0%-3.9%0.015%
8/13/2025 Elios Financial Group Inc.15,037$1.75M0.8%-7.5%0.038%
8/13/2025 Twin Peaks Wealth Advisors LLC1,151$140K0.0%N/A0.003%
8/13/2025 Beacon Pointe Advisors LLC88,426$10.27M0.1%+5.1%0.222%
8/13/2025 Northwestern Mutual Wealth Management Co.35,435$4.12M0.0%+15.5%0.089%
8/13/2025 Johnson Financial Group Inc.59,117$6.87M0.3%+4.0%0.149%
8/13/2025 Elevation Point Wealth Partners LLC1,282$149K0.0%N/A0.003%
8/13/2025 Harfst & Associates Inc.7,395$859K0.2%-1.3%0.019%
8/13/2025 Choreo LLC58,652$6.81M0.1%-10.3%0.147%
8/12/2025 J.W. Cole Advisors Inc.5,314$617K0.0%+64.2%0.013%
8/12/2025 Richmond Investment Services LLC1,851$215K0.0%N/A0.005%
8/12/2025 Manchester Capital Management LLC144,040$16.73M2.2%-13.8%0.362%
8/12/2025 Columbia Bank38,261$4.46M1.4%-10.1%0.096%
8/12/2025 Steward Partners Investment Advisory LLC27,322$3.17M0.0%+3.0%0.069%
8/12/2025 Eley Financial Management Inc22,582$2.62M1.0%-4.4%0.057%
8/12/2025 Coldstream Capital Management Inc.12,208$1.42M0.0%-13.0%0.031%
8/12/2025 Bahl & Gaynor Inc.1,886$219K0.0%N/A0.005%
8/12/2025 AlphaCore Capital LLC5,470$635K0.0%+132.8%0.014%
8/12/2025 Journey Strategic Wealth LLC3,549$412K0.0%-12.1%0.009%
8/12/2025 Franklin Resources Inc.25,814$3.00M0.0%-19.1%0.065%
8/12/2025 JPMorgan Chase & Co.1,196,215$138.95M0.0%-3.6%3.006%
8/11/2025 Wealthspire Advisors LLC71,182$8.27M0.0%-2.5%0.178%
8/11/2025 MainStreet Investment Advisors LLC14,429$1.68M0.2%+2.3%0.036%
8/11/2025 Dorsey & Whitney Trust CO LLC7,735$898K0.0%-13.0%0.019%
8/11/2025 Landaas & Co. WI ADV3,125$363K0.1%-17.4%0.008%
8/11/2025 Sofi Wealth LLC19,886$2.31M0.1%+65.4%0.050%
8/11/2025 Western Wealth Management LLC5,261$611K0.0%+1.7%0.013%
8/8/2025 Firestone Capital Management1,906$221K0.1%N/A0.005%
8/8/2025 Rockefeller Capital Management L.P.224,259$26.05M0.1%-18.0%0.561%
8/8/2025 Avantax Advisory Services Inc.24,115$2.80M0.0%-6.8%0.060%
8/8/2025 Cetera Investment Advisers177,917$20.67M0.0%+10.9%0.445%
8/8/2025 Creative Planning182,760$21.23M0.0%-0.2%0.457%
8/8/2025 WealthShield Partners LLC5,424$630K0.1%-2.6%0.014%
8/8/2025 Wrapmanager Inc.2,029$236K0.1%-28.5%0.005%
8/8/2025Allianz SE45,284$5.26M0.1%+8.1%0.113%
8/8/2025 Francis Financial Inc.98,133$11.40M2.6%-4.3%0.245%
8/8/2025 Bailard Inc.30,685$3.56M0.1%-10.5%0.077%
8/8/2025 Accredited Investors Inc.27,849$3.24M0.2%-18.6%0.070%
8/8/2025 PNC Financial Services Group Inc.25,291$2.94M0.0%-12.1%0.063%
8/8/2025 Wealth Alliance LLC7,819$908K0.1%-3.9%0.020%
8/8/2025 IMA Advisory Services Inc.402,011$46.47M5.1%-3.6%1.005%
8/7/2025 Midland Wealth Advisors LLC3,973$462K0.0%-13.3%0.010%
8/7/2025 Topel & Distasi Wealth Management LLC25,866$3.01M1.6%+3.6%0.065%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC1,740$202K0.0%N/A0.004%
8/7/2025 Midwest Trust Co6,445$749K0.0%N/A0.016%
8/7/2025 Brio Consultants LLC56,812$6.60M1.0%+2.3%0.142%
8/7/2025 Keystone Financial Services6,523$758K0.3%-8.3%0.016%
8/6/2025 RWA Wealth Partners LLC8,046$935K0.0%-8.6%0.020%
8/6/2025 Decker Retirement Planning Inc.8,142$946K0.5%+33,825.0%0.020%
8/6/2025 Summit Investment Advisors Inc.15,815$1.62M1.3%-2.0%0.040%
(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, 569 institutional investors and hedge funds held shares of iShares ESG MSCI KLD 400 ETF. The most heavily invested institutionals were Morgan Stanley ($365.75M), Envestnet Asset Management Inc. ($230.52M), Bank of America Corp DE ($167.36M), JPMorgan Chase & Co. ($138.95M), Bank of New York Mellon Corp ($133.41M), Ameriprise Financial Inc. ($108.33M), and LPL Financial LLC ($103.48M).Learn more on iShares ESG MSCI KLD 400 ETF's institutional investors.

Which institutional investors have been buying iShares ESG MSCI KLD 400 ETF's stock?

Of the 459 institutional investors that purchased iShares ESG MSCI KLD 400 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($752.55K), Bank of New York Mellon Corp ($410.49K), Brooklyn FI LLC ($390.02K), Raymond James Financial Inc. ($387.85K), LPL Financial LLC ($309.04K), Envestnet Asset Management Inc. ($288.75K), and Cerity Partners LLC ($278.11K).

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

Institutional investors have bought a total of 3,984,022 shares in the last 24 months. This purchase volume represents approximately $435.51M in transactions.

Which of iShares ESG MSCI KLD 400 ETF's major shareholders have been selling company stock?

Of the 312 institutional investors that sold iShares ESG MSCI KLD 400 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMA Advisory Services Inc. ($449.71K), Envestnet Portfolio Solutions Inc. ($223.58K), Envestnet Asset Management Inc. ($212.77K), JPMorgan Chase & Co. ($201.04K), Syntrinsic LLC ($161.31K), Ameritas Advisory Services LLC ($114.63K), and Ameriprise Financial Inc. ($99.29K).

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

Institutional investors have sold a total of 3,208,086 shares in the last 24 months. This volume of shares sold represents approximately $349.72M in transactions.


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This page (NYSEARCA:DSI) was last updated on 9/7/2025 by MarketBeat.com Staff
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