NYSEARCA:DSI

iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

$81.19

+0.47 (+0.58%)

(As of 06/8/2023 ET)

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Today's Range: $80.62
▼
$81.25
50-Day Range: $76.24
▼
$81.48
52-Week Range: $64.72
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$82.06

Volume: 165,440 shs
Average Volume: 178,954 shs
Market Capitalization: $3.67 billion

Assets Under Management: $3.62 billion
Dividend Yield: 1.23%
Net Expense Ratio: 0.25%

Profile Chart Headlines Holdings

Number of Institutional Buyers (last 12 months): 288
Total Institutional Inflows (last 12 months): $474.77 M
Number of Institutional Sellers (last 12 months): 208
Total Institutional Outflows (last 12 months): $310.78 M

DSI Institutional Buying and Selling by Quarter

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iShares MSCI KLD 400 Social ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/5/2023	EP Wealth Advisors LLC	16,214	$0.89M	0.0%	N/A	0.036%
5/22/2023	Arete Wealth Advisors LLC	5,256	$0.41M	0.0%	N/A	0.011%
5/22/2023	Ameriprise Financial Inc.	947,475	$73.91M	0.0%	+7.2%	2.040%
5/19/2023	Abacus Wealth Partners LLC	4,628	$0.36M	0.1%	N/A	0.010%
5/18/2023	JPMorgan Chase & Co.	1,592,198	$124.18M	0.0%	-7.1%	3.428%
5/17/2023	B. Riley Wealth Advisors Inc.	9,529	$0.74M	0.0%	-37.2%	0.021%

5/17/2023	Westside Investment Management Inc.	1,850	$0.14M	0.0%	+19.4%	0.004%
5/17/2023	Advisory Services Network LLC	73,058	$5.70M	0.2%	-10.5%	0.157%
5/17/2023	Headinvest LLC	35,715	$2.79M	0.6%	-0.6%	0.077%
5/17/2023	Thrivent Financial for Lutherans	55,077	$4.27M	0.0%	-34.3%	0.119%
5/16/2023	Mercer Global Advisors Inc. ADV	132,699	$10.35M	0.0%	-0.8%	0.286%
5/16/2023	Milestone Investment Advisors LLC	3,201	$0.25M	0.1%	-15.7%	0.007%
5/16/2023	Susquehanna International Group LLP	33,040	$2.58M	0.0%	-37.3%	0.071%
5/16/2023	Atlas Capital Advisors LLC	1,754	$0.14M	0.0%	-39.8%	0.004%
5/16/2023	Colony Group LLC	30,462	$2.38M	0.0%	-32.2%	0.066%
5/16/2023	Apollon Wealth Management LLC	6,587	$0.51M	0.0%	+75.5%	0.014%
5/16/2023	Jane Street Group LLC	33,436	$2.61M	0.0%	+204.7%	0.072%
5/16/2023	Snowden Capital Advisors LLC	28,451	$2.22M	0.1%	-4.8%	0.061%
5/16/2023	Steward Partners Investment Advisory LLC	18,372	$1.43M	0.0%	+1.7%	0.040%
5/16/2023	First Horizon Advisors Inc.	90,388	$7.05M	0.3%	-3.4%	0.195%
5/16/2023	Harbour Investments Inc.	6,995	$0.55M	0.0%	+8.2%	0.015%
5/15/2023	Lido Advisors LLC	30,970	$2.42M	0.0%	N/A	0.067%
5/15/2023	Hoxton Planning & Management LLC	8,886	$0.69M	0.4%	-11.6%	0.019%
5/15/2023	Johnson Investment Counsel Inc.	3,500	$0.27M	0.0%	-14.2%	0.008%
5/15/2023	Goodwin Investment Advisory	9,410	$0.73M	0.5%	-28.1%	0.020%
5/15/2023	Cornerstone Wealth Management LLC	26,623	$2.08M	0.2%	N/A	0.057%
5/15/2023	Pensionmark Financial Group LLC	9,343	$0.73M	0.2%	+39.3%	0.020%
5/15/2023	Equitable Holdings Inc.	28,172	$2.20M	0.0%	-15.4%	0.061%
5/15/2023	Cetera Investment Advisers	103,166	$8.05M	0.1%	-10.0%	0.222%
5/15/2023	Financial Gravity Asset Management Inc.	1,735	$0.14M	0.0%	N/A	0.004%
5/12/2023	Prospera Financial Services Inc	4,456	$0.35M	0.0%	+52.7%	0.010%
5/12/2023	1832 Asset Management L.P.	6,600	$0.52M	0.0%	N/A	0.014%
5/12/2023	SVB Wealth LLC	27,077	$2.11M	0.0%	+40.7%	0.058%
5/12/2023	Cresset Asset Management LLC	6,645	$0.52M	0.0%	N/A	0.014%
5/12/2023	Stifel Financial Corp	31,100	$2.43M	0.0%	-50.9%	0.067%
5/12/2023	Topel & Distasi Wealth Management LLC	19,324	$1.51M	0.8%	+25.4%	0.042%
5/12/2023	Geller Advisors LLC	6,058	$0.47M	0.1%	-70.7%	0.013%
5/12/2023	Continuum Advisory LLC	2,734	$0.21M	0.0%	-5.7%	0.006%
5/12/2023	Johnson Financial Group Inc.	72,615	$5.66M	0.4%	+28.1%	0.156%
5/12/2023	BlackRock Inc.	7,679	$0.60M	0.0%	-97.5%	0.017%

5/12/2023	MML Investors Services LLC	140,537	$10.96M	0.1%	-17.1%	0.303%
5/12/2023	BNP Paribas Arbitrage SNC	8,834	$0.69M	0.0%	+7.7%	0.019%
5/12/2023	Bank of America Corp DE	1,739,296	$135.65M	0.0%	-31.4%	3.744%
5/12/2023	Prudential Financial Inc.	29,073	$2.27M	0.0%	-16.7%	0.063%
5/12/2023	Trellis Advisors LLC	35,755	$2.79M	1.3%	+0.8%	0.077%
5/12/2023	HRT Financial LP	32,654	$2.55M	0.0%	+128.3%	0.070%
5/12/2023	UBS Group AG	583,303	$45.49M	0.0%	-4.9%	1.256%
5/12/2023	Sei Investments Co.	353,253	$27.55M	0.1%	+11.6%	0.761%
5/12/2023	NewEdge Advisors LLC	13,650	$1.07M	0.0%	-4.7%	0.029%
5/12/2023	Blair William & Co. IL	40,610	$3.17M	0.0%	-0.4%	0.087%
5/12/2023	First Republic Investment Management Inc.	455,280	$35.51M	0.1%	-4.4%	0.980%
5/12/2023	HighTower Advisors LLC	43,524	$3.39M	0.0%	-5.9%	0.094%
5/12/2023	Perennial Investment Advisors LLC	3,034	$0.24M	0.0%	N/A	0.007%
5/11/2023	Consolidated Portfolio Review Corp	4,835	$0.38M	0.1%	N/A	0.010%
5/11/2023	U.S. Capital Wealth Advisors LLC	2,981	$0.23M	0.0%	+917.4%	0.006%
5/11/2023	PFG Investments LLC	72,057	$5.62M	1.1%	N/A	0.155%
5/11/2023	Investors Research Corp	15,389	$1.20M	0.3%	-3.5%	0.033%
5/11/2023	Cambridge Investment Research Advisors Inc.	66,689	$5.20M	0.0%	-39.0%	0.144%
5/11/2023	EverSource Wealth Advisors LLC	866	$68K	0.0%	-23.7%	0.002%
5/11/2023	FMR LLC	10,071	$0.79M	0.0%	+11.1%	0.022%
5/11/2023	Cerity Partners LLC	72,699	$5.67M	0.0%	+2.5%	0.157%
5/11/2023	Envestnet Asset Management Inc.	3,020,521	$235.57M	0.1%	-14.1%	6.503%
5/11/2023	Bristlecone Advisors LLC	2,616	$0.20M	0.0%	N/A	0.006%
5/11/2023	Zevenbergen Capital Investments LLC	7,262	$0.57M	0.0%	+44.5%	0.016%
5/11/2023	Mount Yale Investment Advisors LLC	7,116	$0.56M	0.1%	+10.2%	0.015%
5/11/2023	Commonwealth Equity Services LLC	198,698	$15.50M	0.0%	-5.7%	0.428%
5/11/2023	Citigroup Inc.	4,318	$0.34M	0.0%	+22.1%	0.009%
5/11/2023	Strategic Wealth Partners Group LLC	38,868	$2.99M	0.5%	+13.5%	0.084%
5/11/2023	Wealth Alliance	10,868	$0.85M	0.1%	+15.9%	0.023%
5/10/2023	Private Advisor Group LLC	147,797	$11.53M	0.1%	N/A	0.318%
5/10/2023	Dohj LLC	25,681	$2M	1.0%	-5.1%	0.055%
5/10/2023	Flagstar Advisors Inc.	2,969	$0.23M	0.1%	-21.4%	0.006%
5/10/2023	BIP Wealth LLC	4,440	$0.35M	0.0%	N/A	0.010%
5/10/2023	Bessemer Group Inc.	2,526	$0.20M	0.0%	-13.6%	0.005%
5/10/2023	LPL Financial LLC	628,262	$49M	0.0%	+4.7%	1.353%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	4,777	$0.37M	0.0%	-8.6%	0.010%
5/10/2023	Keybank National Association OH	29,276	$2.28M	0.0%	+2.3%	0.063%
5/10/2023	Harfst & Associates Inc.	8,290	$0.65M	0.2%	-8.5%	0.018%
5/9/2023	Wade G W & Inc.	18,129	$1.41M	0.1%	-8.1%	0.039%
5/9/2023	Spire Wealth Management	21,342	$1.66M	0.1%	+928.0%	0.046%
5/9/2023	Appleton Group LLC	3,624	$0.28M	0.6%	-14.0%	0.008%
5/9/2023	Wealthspire Advisors LLC	35,740	$2.79M	0.0%	-9.6%	0.077%
5/9/2023	Aptus Capital Advisors LLC	6,160	$0.48M	0.0%	+216.9%	0.013%
5/9/2023	Tower Research Capital LLC TRC	19,626	$1.53M	0.0%	+5,444.1%	0.042%
5/9/2023	Bigelow Investment Advisors LLC	9,023	$0.70M	0.4%	-19.2%	0.019%
5/9/2023	Wedbush Securities Inc.	4,700	$0.37M	0.0%	-20.9%	0.010%
5/9/2023	RFG Advisory LLC	4,129	$0.32M	0.0%	-4.7%	0.009%
5/9/2023	Bank of New York Mellon Corp	776,742	$60.58M	0.0%	-1.8%	1.672%
5/9/2023	Verus Capital Partners LLC	2,941	$0.23M	0.0%	N/A	0.006%
5/9/2023	Goldstein Advisors LLC	3,361	$0.26M	0.1%	+13.7%	0.007%

5/9/2023	US Bancorp DE	183,941	$14.35M	0.0%	-0.8%	0.396%
5/9/2023	Trillium Asset Management LLC	49,399	$3.87M	0.1%	-74.7%	0.106%
5/9/2023	McIlrath & Eck LLC	1,441	$0.11M	0.0%	+49.2%	0.003%
5/8/2023	MGO One Seven LLC	10,464	$0.82M	0.1%	N/A	0.023%
5/8/2023	Tempus Wealth Planning LLC	13,358	$1.04M	0.5%	-2.2%	0.029%
5/8/2023	NewEdge Wealth LLC	18,992	$1.48M	0.1%	+3.2%	0.041%
5/8/2023	Buttonwood Financial Group LLC	3,431	$0.27M	0.3%	-14.8%	0.007%
5/8/2023	Arlington Financial Advisors LLC	20,982	$1.64M	0.6%	-34.8%	0.045%
5/8/2023	Sigma Planning Corp	11,021	$0.86M	0.0%	+3.2%	0.024%
5/8/2023	Global Retirement Partners LLC	1,191	$92K	0.0%	-11.1%	0.003%

(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, 454 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 ($331M), Envestnet Asset Management Inc. ($235.57M), Bank of America Corp DE ($135.65M), JPMorgan Chase & Co. ($124.18M), Ameriprise Financial Inc. ($73.91M), and Bank of New York Mellon Corp ($60.58M).Learn more on DSI's institutional investors.
Which institutional investors have been buying iShares MSCI KLD 400 Social ETF stock?: Of the 398 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. ($3.06M), Morgan Stanley ($1.25M), Bank of America Corp DE ($0.84M), FundX Investment Group LLC ($0.56M), One Capital Management LLC ($0.53M), Cerity Partners LLC ($0.28M), and Sei Investments Co. ($0.27M).
How much institutional buying is happening at iShares MSCI KLD 400 Social ETF?: Institutional investors have bought a total of 14,259,907 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which iShares MSCI KLD 400 Social ETF major shareholders have been selling company stock?: Of the 284 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: Bank of America Corp DE ($0.97M), JPMorgan Chase & Co. ($0.64M), Envestnet Asset Management Inc. ($0.63M), BlackRock Inc. ($0.34M), Win Advisors Inc. ($0.25M), Raymond James Financial Services Advisors Inc. ($0.24M), and Cerity Partners LLC ($0.22M).
How much institutional selling is happening at iShares MSCI KLD 400 Social ETF?: Institutional investors have sold a total of 6,301,733 shares in the last 24 months. This volume of shares sold represents approximately $495.84M in transactions.

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This page (NYSEARCA:DSI) was last updated on 6/8/2023 by MarketBeat.com Staff

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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

DSI Institutional Buying and Selling by Quarter

iShares MSCI KLD 400 Social ETF Major Shareholders & Ownership History

DSI Institutional Ownership - Frequently Asked Questions

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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

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

DSI Institutional Buying and Selling by Quarter

iShares MSCI KLD 400 Social ETF Major Shareholders & Ownership History

DSI Institutional Ownership - Frequently Asked Questions