Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$121.41 +0.06 (+0.05%)
As of 01:45 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$433.34M
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$322.94M
Get DSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG MSCI KLD 400 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/11/2025 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
8/6/2025Summit Investment Advisors Inc.15,815$1.62M1.3%-2.0%0.040%
8/6/2025 Bensler LLC11,035$1.28M0.1%+8.8%0.028%
8/6/2025 One Wealth Capital Management LLC7,358$855K0.4%+1.7%0.018%
8/6/2025 AE Wealth Management LLC2,420$281K0.0%-85.6%0.006%
8/6/2025 Wedbush Securities Inc.2,660$309K0.0%-5.3%0.007%
8/6/2025 Walkner Condon Financial Advisors LLC4,403$511K0.1%-3.6%0.011%
8/6/2025 Zevin Asset Management LLC2,003$233K0.0%-14.7%0.005%
8/6/2025 Valtinson Bruner Financial Planning LLC2,331$271K0.1%+5.9%0.006%
8/6/2025 Modera Wealth Management LLC19,411$2.26M0.0%+12.3%0.049%
8/6/2025 Flagship Private Wealth LLC1,915$222K0.1%N/A0.005%
8/6/2025 Long Run Wealth Advisors LLC8,801$1.02M0.2%-6.9%0.022%
8/6/2025 Atlantic Union Bankshares Corp700$81K0.0%N/A0.002%
8/6/2025 First Horizon Advisors Inc.12,451$1.45M0.0%-57.0%0.031%
8/6/2025 Trillium Asset Management LLC72,647$8.44M0.2%-31.2%0.182%
8/5/2025 Bridgewater Advisors Inc.4,524$546K0.0%-12.9%0.011%
8/5/2025 Bank of New York Mellon Corp1,148,473$133.41M0.0%+3.5%2.871%
8/5/2025 Snider Financial Group1,809$210K0.1%N/A0.005%
8/5/2025 TIAA Trust National Association4,530$526K0.0%-8.1%0.011%
8/5/2025 Frederick Financial Consultants LLC1,864$217K0.1%N/A0.005%
8/5/2025 Hills Bank & Trust Co7,178$834K0.1%-1.4%0.018%
8/4/2025 Creative Financial Designs Inc. ADV2,307$268K0.0%-12.0%0.006%
8/4/2025 Mesirow Financial Investment Management Inc.5,112$594K0.0%-4.7%0.013%
8/4/2025 Atria Investments Inc6,625$770K0.0%+2.2%0.017%
8/4/2025 Savvy Advisors Inc.6,854$796K0.1%+5.2%0.017%
8/4/2025 Assetmark Inc.47,024$5.46M0.0%+5.7%0.118%
8/4/2025 Keybank National Association OH26,580$3.09M0.0%-1.9%0.066%
8/4/2025 Spire Wealth Management14,376$1.67M0.1%-9.7%0.036%
8/4/2025 Hantz Financial Services Inc.416$48K0.0%N/A0.001%
8/4/2025 World Investment Advisors8,843$1.03M0.0%-3.6%0.022%
8/4/2025 Flagship Harbor Advisors LLC10,152$1.18M0.1%+19.1%0.025%
8/1/2025 Austin Private Wealth LLC12,116$1.41M0.1%+3.0%0.030%
8/1/2025 Conscious Wealth Investments LLC20,586$2.48M1.6%+1.6%0.051%
8/1/2025 Rossby Financial LCC1,830$213K0.1%-10.8%0.005%
8/1/2025 Ashton Thomas Private Wealth LLC6,477$752K0.0%N/A0.016%
8/1/2025 Envestnet Asset Management Inc.1,984,501$230.52M0.1%-2.4%4.961%
7/31/2025 Wealthfront Advisers LLC20,423$2.37M0.0%-0.4%0.051%
7/31/2025 Darden Wealth Group Inc1,907$222K0.1%N/A0.005%
7/31/2025 Focus Partners Advisor Solutions LLC8,516$989K0.0%+56.0%0.021%
7/31/2025 Fielder Capital Group LLC3,365$391K0.1%-32.2%0.008%
7/31/2025 Moment Partners LLC38,183$4.44M0.8%+11.2%0.095%
7/30/2025 Strategic Blueprint LLC4,129$480K0.0%-20.4%0.010%
7/30/2025 Principle Wealth Partners LLC6,887$800K0.0%-2.3%0.017%
7/30/2025 White Lighthouse Investment Management Inc.12,789$1.49M0.2%-15.9%0.032%
7/30/2025 Birch Hill Investment Advisors LLC3,798$441K0.0%+13.1%0.009%
7/30/2025 Black Diamond Financial LLC1,826$212K0.0%N/A0.005%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
7/30/2025 Onyx Bridge Wealth Group LLC17,217$2M0.3%-11.3%0.043%
7/30/2025 Brookstone Capital Management6,067$705K0.0%+10.1%0.015%
7/30/2025 Fingerlakes Wealth Management Inc.18,886$2.19M1.6%+0.5%0.047%
7/30/2025 Whittier Trust Co. of Nevada Inc.11,237$1.31M0.0%-1.3%0.028%
7/30/2025 Princeton Global Asset Management LLC1,170$136K0.0%+13.8%0.003%
7/29/2025 Private Trust Co. NA606$70K0.0%-15.2%0.002%
7/29/2025 Two West Capital Advisors LLC2,049$247K0.2%N/A0.005%
7/29/2025 Harbor Asset Planning Inc.5,979$694K0.7%N/A0.015%
7/29/2025 Horst & Graben Wealth Management LLC29,797$3.46M0.6%-4.8%0.074%
7/29/2025 Creekside Partners24,708$2.87M1.4%-3.6%0.062%
(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, 561 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 ($186.44M), JPMorgan Chase & Co. ($138.95M), Bank of New York Mellon Corp ($133.41M), LPL Financial LLC ($103.48M), and Ameriprise Financial Inc. ($101.33M).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 452 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), Cerity Partners LLC ($450.73K), Bank of New York Mellon Corp ($410.49K), Brooklyn FI LLC ($390.02K), Raymond James Financial Inc. ($387.85K), LPL Financial LLC ($309.04K), and Envestnet Asset Management Inc. ($288.75K).

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

Institutional investors have bought a total of 3,975,543 shares in the last 24 months. This purchase volume represents approximately $433.34M in transactions.

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

Of the 301 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 Hill Island Financial LLC ($97.97K).

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

Institutional investors have sold a total of 2,979,218 shares in the last 24 months. This volume of shares sold represents approximately $322.94M in transactions.


Related Companies

This page (NYSEARCA:DSI) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
New Federal Land Rush About to Start?
A $100 Trillion Wealth Shift Is Already Underway Lithium. Oil. Gold. Trillions in U.S. resources are being ...
Stansberry Research | Sponsored