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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$126.71 -0.02 (-0.02%)
Closing price 10/3/2025 04:10 PM Eastern
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$126.71 0.00 (0.00%)
As of 10/3/2025 08:00 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)
$439.00M
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$347.27M
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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
10/3/2025KFA Private Wealth Group LLC3,410$430K0.1%-6.0%0.009%
10/2/2025 Capital Asset Advisory Services LLC3,338$420K0.0%+8.7%0.008%
9/30/2025Gilbert Capital Group Inc.44,558$5.18M4.3%N/A0.112%
9/26/2025Corient Private Wealth LLC59,745$6.94M0.0%-0.4%0.150%
9/22/2025Caldwell Trust Co1,200$139K0.0%N/A0.003%
9/4/2025Osaic Holdings Inc.168,897$19.52M0.0%+0.1%0.424%
8/29/2025Evolution Wealth Management Inc.375$44K0.1%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC25,459$2.96M0.0%-32.7%0.064%
8/26/2025Thrivent Financial for Lutherans44,190$5.13M0.0%-57.7%0.111%
8/25/2025Hilltop Partners LLC4,485$521K0.2%+23.1%0.011%
8/19/2025Advisory Services Network LLC87,900$10.53M0.2%-16.4%0.221%
8/19/2025Asset Dedication LLC417$48K0.0%-61.6%0.001%
8/19/2025Pitcairn Co.13,658$1.59M0.1%-54.8%0.034%
8/18/2025Geneos Wealth Management Inc.4,579$532K0.0%+199.3%0.012%
8/18/2025Hollencrest Capital Management1,171$136K0.0%+427.5%0.003%
8/16/2025Evergreen Capital Management LLC21,909$2.55M0.1%-1.2%0.055%
8/15/2025Tower Research Capital LLC TRC 14,766$1.72M0.0%+165.5%0.037%
8/15/2025Corient Private Wealth LLC59,745$6.97M0.0%-0.4%0.150%
8/15/2025Equitable Holdings Inc.28,778$3.34M0.0%-7.4%0.072%
8/15/2025Captrust Financial Advisors151,893$17.64M0.0%+2.1%0.382%
8/15/2025Smartleaf Asset Management LLC2,411$279K0.0%-4.7%0.006%
8/15/2025Snowden Capital Advisors LLC22,287$2.59M0.1%-8.2%0.056%
8/15/2025Orion Porfolio Solutions LLC47,634$5.26M0.0%+26.0%0.120%
8/15/2025MML Investors Services LLC113,492$13.18M0.0%-2.7%0.285%
8/15/2025McIlrath & Eck LLC989$115K0.0%-17.4%0.002%
8/15/2025Mission Creek Capital Partners Inc.4,353$506K0.1%-9.6%0.011%
8/15/2025Modern Wealth Management LLC20,960$2.44M0.1%+878.1%0.053%
8/15/2025Great Valley Advisor Group Inc.2,758$320K0.0%-19.8%0.007%
8/15/2025EP Wealth Advisors LLC18,871$2.19M0.0%+25.1%0.047%
8/15/2025Curi Capital LLC2,123$247K0.0%N/A0.005%
8/15/2025BBR Partners LLC44,345$5.15M0.3%+40.7%0.111%
8/15/2025BNP Paribas Financial Markets11,625$1.35M0.0%+9.9%0.029%
8/15/2025Bank of America Corp DE1,440,776$167.36M0.0%-0.2%3.620%
8/15/2025Ameriprise Financial Inc.931,931$108.33M0.0%-5.8%2.342%
8/14/2025Jane Street Group LLC5,904$686K0.0%N/A0.015%
8/14/2025Ausdal Financial Partners Inc.1,743$202K0.0%N/A0.004%
8/14/2025Raymond James Financial Inc.171,839$19.96M0.0%-12.9%0.432%
8/14/2025Betterment LLC396,933$46.11M0.1%-3.2%0.997%
8/14/2025Diversify Advisory Services LLC5,296$643K0.0%-40.4%0.013%
8/14/2025Sei Investments Co.290,834$33.78M0.0%+4.7%0.731%
8/14/2025Potentia Wealth12,068$1.40M0.8%-1.0%0.030%
8/14/2025NewEdge Advisors LLC27,872$3.24M0.0%-2.2%0.070%
8/14/2025SVB Wealth LLC6,487$754K0.0%N/A0.016%
8/14/2025Transce3nd LLC304$35K0.0%-24.6%0.001%
8/14/2025Baker Avenue Asset Management LP13,703$1.59M0.0%-8.0%0.034%
8/14/2025Cerity Partners LLC274,566$31.89M0.1%-6.1%0.690%
8/13/2025Shepherd Financial Partners LLC20,875$2.43M0.3%-6.3%0.052%
8/13/2025SageView Advisory Group LLC41,072$4.96M0.2%-1.9%0.103%
8/13/2025SCS Capital Management LLC69,138$8.03M0.1%+0.5%0.174%
8/13/2025Marshall Wace LLP3,821$444K0.0%N/A0.010%
8/13/2025GeoWealth Management LLC23,817$2.77M0.1%-5.1%0.060%
8/13/2025Great Diamond Partners LLC10,216$1.19M0.3%-3.8%0.026%
8/13/2025Baird Financial Group Inc.10,091$1.17M0.0%+8.2%0.025%
8/13/2025First Trust Advisors LP2,567$298K0.0%+30.0%0.006%
8/13/2025Kilter Group LLC214$25K0.0%N/A0.001%
8/13/2025EverSource Wealth Advisors LLC5,986$695K0.0%-3.9%0.015%
8/13/2025Elios Financial Group Inc.15,037$1.75M0.8%-7.5%0.038%
8/13/2025Twin Peaks Wealth Advisors LLC1,151$140K0.0%N/A0.003%
8/13/2025Beacon Pointe Advisors LLC88,426$10.27M0.1%+5.1%0.222%
8/13/2025Northwestern Mutual Wealth Management Co.35,435$4.12M0.0%+15.5%0.089%
8/13/2025Johnson Financial Group Inc.59,117$6.87M0.3%+4.0%0.149%
8/13/2025Elevation Point Wealth Partners LLC1,282$149K0.0%N/A0.003%
8/13/2025Harfst & Associates Inc.7,395$859K0.2%-1.3%0.019%
8/13/2025Choreo LLC58,652$6.81M0.1%-10.3%0.147%
8/12/2025J.W. Cole Advisors Inc.5,314$617K0.0%+64.2%0.013%
8/12/2025Richmond Investment Services LLC1,851$215K0.0%N/A0.005%
8/12/2025Manchester Capital Management LLC144,040$16.73M2.2%-13.8%0.362%
8/12/2025Columbia Bank38,261$4.46M1.4%-10.1%0.096%
8/12/2025Steward Partners Investment Advisory LLC27,322$3.17M0.0%+3.0%0.069%
8/12/2025Eley Financial Management Inc22,582$2.62M1.0%-4.4%0.057%
8/12/2025Coldstream Capital Management Inc.12,208$1.42M0.0%-13.0%0.031%
8/12/2025Bahl & Gaynor Inc.1,886$219K0.0%N/A0.005%
8/12/2025AlphaCore Capital LLC5,470$635K0.0%+132.8%0.014%
8/12/2025Journey Strategic Wealth LLC3,549$412K0.0%-12.1%0.009%
8/12/2025Franklin Resources Inc.25,814$3.00M0.0%-19.1%0.065%
8/12/2025JPMorgan Chase & Co.1,196,215$138.95M0.0%-3.6%3.006%
8/11/2025Wealthspire Advisors LLC71,182$8.27M0.0%-2.5%0.178%
8/11/2025MainStreet Investment Advisors LLC14,429$1.68M0.2%+2.3%0.036%
8/11/2025Dorsey & Whitney Trust CO LLC7,735$898K0.0%-13.0%0.019%
8/11/2025Landaas & Co. WI ADV3,125$363K0.1%-17.4%0.008%
8/11/2025Sofi Wealth LLC19,886$2.31M0.1%+65.4%0.050%
8/11/2025Western Wealth Management LLC5,261$611K0.0%+1.7%0.013%
8/8/2025Firestone Capital Management1,906$221K0.1%N/A0.005%
8/8/2025Rockefeller Capital Management L.P.224,259$26.05M0.1%-18.0%0.561%
8/8/2025Avantax Advisory Services Inc.24,115$2.80M0.0%-6.8%0.060%
8/8/2025Cetera Investment Advisers177,917$20.67M0.0%+10.9%0.445%
8/8/2025Creative Planning182,760$21.23M0.0%-0.2%0.457%
8/8/2025WealthShield Partners LLC5,424$630K0.1%-2.6%0.014%
8/8/2025Wrapmanager Inc.2,029$236K0.1%-28.5%0.005%
8/8/2025Allianz SE45,284$5.26M0.1%+8.1%0.113%
8/8/2025Francis Financial Inc.98,133$11.40M2.6%-4.3%0.245%
8/8/2025Bailard Inc.30,685$3.56M0.1%-10.5%0.077%
8/8/2025Accredited Investors Inc.27,849$3.24M0.2%-18.6%0.070%
8/8/2025PNC Financial Services Group Inc.25,291$2.94M0.0%-12.1%0.063%
8/8/2025Wealth Alliance LLC7,819$908K0.1%-3.9%0.020%
8/8/2025IMA Advisory Services Inc.402,011$46.47M5.1%-3.6%1.005%
8/7/2025Midland Wealth Advisors LLC3,973$462K0.0%-13.3%0.010%
8/7/2025Topel & Distasi Wealth Management LLC25,866$3.01M1.6%+3.6%0.065%
8/7/2025Pinnacle Wealth Management Advisory Group LLC1,740$202K0.0%N/A0.004%
8/7/2025Midwest Trust Co6,445$749K0.0%N/A0.016%
(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, 570 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 460 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 4,012,946 shares in the last 24 months. This purchase volume represents approximately $439.00M in transactions.

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

Of the 310 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 3,185,419 shares in the last 24 months. This volume of shares sold represents approximately $347.27M in transactions.


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This page (NYSEARCA:DSI) was last updated on 10/4/2025 by MarketBeat.com Staff
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