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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$128.08 +0.91 (+0.72%)
Closing price 10/24/2025 04:10 PM Eastern
Extended Trading
$128.15 +0.06 (+0.05%)
As of 10/24/2025 06:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
320
Total
Institutional Inflows
(last 12 months)
$431.59M
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$341.61M
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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
10/24/2025Vicus Capital19,680$2.48M0.2%+8.7%0.050%
10/24/2025MGO One Seven LLC11,855$1.49M0.0%-4.7%0.030%
10/24/2025Citizens Financial Group Inc. RI8,221$1.04M0.0%-3.2%0.021%
10/24/2025Panoramic Investment Advisors LLC2,016$254K0.1%N/A0.005%
10/24/2025Trilogy Capital Inc.2,810$354K0.0%-7.7%0.007%
10/24/2025Fingerlakes Wealth Management Inc.19,168$2.41M1.6%+1.5%0.049%
10/23/2025 Kingswood Wealth Advisors LLC9,878$1.24M0.1%+10.3%0.025%
10/23/2025 Venturi Wealth Management LLC4,462$562K0.0%-2.7%0.011%
10/23/2025 Birch Hill Investment Advisors LLC3,879$489K0.0%+2.1%0.010%
10/23/2025 Spire Wealth Management14,580$1.84M0.1%+1.4%0.037%
10/23/2025 CX Institutional13,722$1.73M0.1%-5.0%0.035%
10/23/2025 Strategic Blueprint LLC3,801$479K0.0%-7.9%0.010%
10/23/2025 Park Avenue Securities LLC174,555$21.99M0.2%+1.7%0.444%
10/22/2025 MassMutual Private Wealth & Trust FSB14,307$1.80M0.0%-4.8%0.036%
10/22/2025 Cerity Partners LLC123,516$15.56M0.0%-55.0%0.314%
10/22/2025 Kathmere Capital Management LLC6,211$782K0.1%-1.6%0.016%
10/22/2025 Geneos Wealth Management Inc.4,669$588K0.0%+2.0%0.012%
10/22/2025 Capital Advantage Inc.2,184$275K0.0%+4.9%0.006%
10/22/2025 Bigelow Investment Advisors LLC5,435$685K0.3%-12.0%0.014%
10/22/2025 Sofi Wealth LLC27,616$3.48M0.2%+38.9%0.070%
10/22/2025 Oregon Pacific Wealth Management LLC5,507$694K0.6%-3.7%0.014%
10/22/2025 Commonwealth Equity Services LLC203,340$25.61M0.0%-0.9%0.517%
10/21/2025 Fifth Third Wealth Advisors LLC72,741$9.16M0.3%+8.5%0.185%
10/21/2025 Global Retirement Partners LLC1,151$145K0.0%-20.5%0.003%
10/21/2025 SigFig Wealth Management LLC19,782$2.48M0.1%-0.9%0.050%
10/21/2025 Lifelong Wealth Advisors Inc.4,969$626K0.2%-2.6%0.013%
10/21/2025 Altfest L J & Co. Inc.21,921$2.76M0.3%-0.6%0.056%
10/21/2025 First Pacific Financial6,738$849K0.1%-13.4%0.017%
10/21/2025 Golden State Equity Partners1,713$216K0.0%-5.0%0.004%
10/20/2025 Miracle Mile Advisors LLC79,945$10.07M0.2%-1.6%0.203%
10/20/2025 Merit Financial Group LLC16,654$2.10M0.0%+7.1%0.042%
10/20/2025 Sax Wealth Advisors LLC13,206$1.66M0.1%+4.0%0.034%
10/20/2025 Ascent Group LLC4,147$522K0.0%-3.8%0.011%
10/20/2025 Great Diamond Partners LLC10,510$1.32M0.3%+2.9%0.027%
10/20/2025 Laurel Wealth Planning LLC34,596$4.36M2.3%-5.0%0.088%
10/20/2025 Continuum Advisory LLC11,916$1.50M0.2%-1.1%0.030%
10/17/2025 Austin Private Wealth LLC13,132$1.65M0.1%+8.4%0.033%
10/17/2025 1900 Wealth Management LLC1,663$209K0.0%N/A0.004%
10/17/2025 Institute for Wealth Management LLC.28,445$3.58M0.4%-0.7%0.072%
10/17/2025 Harbor Asset Planning Inc.5,648$711K0.6%-5.5%0.014%
10/17/2025 Perigon Wealth Management LLC51,029$6.43M0.1%+6.1%0.130%
10/17/2025 Sovereign Financial Group Inc.3,255$410K0.1%+3.2%0.008%
10/17/2025 Mayflower Financial Advisors LLC4,113$518K0.1%-2.9%0.010%
10/17/2025 Apollon Wealth Management LLC11,717$1.48M0.0%+1.6%0.030%
10/16/2025 CRA Financial Services LLC2,193$276K0.0%-3.6%0.006%
10/16/2025 Litman Gregory Wealth Management LLC41,568$5.24M0.4%-1.5%0.106%
10/16/2025 Neumann Capital Management LLC36,468$4.59M1.3%+0.9%0.093%
10/16/2025 Capital Advisors Wealth Management LLC1,656$209K0.0%N/A0.004%
10/16/2025 Johnson Bixby & Associates LLC4,626$583K0.1%-3.8%0.012%
10/15/2025 CWM LLC72,565$9.14M0.0%-4.3%0.185%
10/15/2025 Gemmer Asset Management LLC139,090$17.52M1.4%+6.6%0.354%
10/15/2025 World Investment Advisors8,655$1.09M0.0%-2.1%0.022%
10/15/2025 Brookstone Capital Management6,519$821K0.0%+7.5%0.017%
10/15/2025 McClarren Financial Advisors Inc.21,502$2.71M1.7%-36.3%0.055%
10/15/2025 Vontobel Holding Ltd.7,478$942K0.0%-6.9%0.019%
10/15/2025 Sound Stewardship LLC1,710$215K0.1%N/A0.004%
10/14/2025 Revolve Wealth Partners LLC17,459$2.20M0.3%-2.4%0.044%
10/14/2025 Prism Advisors Inc.4,397$554K0.1%+2.9%0.011%
10/14/2025 Farther Finance Advisors LLC14,136$1.78M0.0%+11.1%0.036%
10/14/2025 Cranbrook Wealth Management LLC36,042$4.54M0.9%-2.1%0.092%
10/14/2025 West Financial Advisors LLC4,572$576K0.1%-8.0%0.012%
10/10/2025 SK Wealth Management LLC4,794$608K0.2%+12.3%0.012%
10/10/2025 Diversified Enterprises LLC35,207$4.43M0.3%+2.5%0.090%
10/10/2025 Focus Financial Network Inc.11,404$1.44M0.1%+12.6%0.029%
10/10/2025 Signal Advisors Wealth LLC1,940$244K0.0%N/A0.005%
10/9/2025 Peak Financial Management Inc.6,315$795K0.2%+3.0%0.016%
10/9/2025 Allodium Investment Consultants LLC19,950$2.51M1.4%-3.3%0.051%
10/9/2025 Dynamic Advisor Solutions LLC8,738$1.10M0.0%-1.0%0.022%
10/9/2025 Halter Ferguson Financial Inc.6,555$826K0.2%-8.3%0.017%
10/9/2025 Long Run Wealth Advisors LLC8,275$1.04M0.2%-6.0%0.021%
10/8/2025 Sterling Manor Financial LLC1,674$211K0.1%N/A0.004%
10/7/2025 Montecito Bank & Trust5,798$730K0.1%N/A0.015%
10/7/2025 ST Germain D J Co. Inc.50,445$6.35M0.3%+1.8%0.128%
10/6/2025 Gradient Investments LLC41,310$5.20M0.1%-1.5%0.105%
10/3/2025 KFA 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%
9/22/2025 Caldwell Trust Co1,200$139K0.0%N/A0.003%
9/4/2025Osaic Holdings Inc.168,897$19.52M0.0%+0.1%0.424%
8/29/2025 Evolution Wealth Management Inc.375$44K0.1%N/A0.001%
8/27/2025Orion 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%
8/18/2025 Geneos 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%
8/15/2025 McIlrath & Eck LLC989$115K0.0%-17.4%0.002%
8/15/2025Mission Creek Capital Partners Inc.4,353$506K0.1%-9.6%0.011%
(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, 573 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 466 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), Brooklyn FI LLC ($390.02K), Raymond James Financial Inc. ($387.85K), LPL Financial LLC ($309.04K), Envestnet Asset Management Inc. ($288.75K), Cerity Partners LLC ($278.11K), and Essential Planning LLC. ($229.90K).

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

Institutional investors have bought a total of 3,935,817 shares in the last 24 months. This purchase volume represents approximately $431.59M in transactions.

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

Of the 304 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), Cerity Partners LLC ($171.66K), 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 3,104,359 shares in the last 24 months. This volume of shares sold represents approximately $341.61M in transactions.


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This page (NYSEARCA:DSI) was last updated on 10/25/2025 by MarketBeat.com Staff
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