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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$136.16 +0.75 (+0.55%)
As of 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)
337
Total
Institutional Inflows
(last 12 months)
$398.58M
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$364.75M
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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
5/5/2026Bank of New York Mellon Corp1,254,533$152.04M0.0%+57.7%3.337%
5/5/2026Milestone Investment Advisors LLC4,694$569K0.1%+5.0%0.012%
5/5/2026Theory Financial LLC5,171$627K0.2%-12.1%0.014%
5/5/2026Sanctuary Advisors LLC26,525$3.22M0.0%-6.8%0.071%
5/5/2026 Wealthgarden F.S. LLC3,218$390K0.3%-10.1%0.009%
5/4/2026 Uptick Partners LLC2,003$243K0.0%+8.6%0.005%
5/4/2026 Moment Partners LLC36,917$4.47M0.8%-0.4%0.098%
5/2/2026 Diversify Wealth Management LLC7,266$978K0.0%+33.1%0.019%
5/2/2026 Valmark Advisers Inc.11,320$1.37M0.0%+12.6%0.030%
5/1/2026 Citizens Financial Group Inc. RI7,718$935K0.0%-5.1%0.020%
5/1/2026 Midwest Trust Co6,214$753K0.0%+5.8%0.016%
5/1/2026 Fifth Third Bancorp70,112$8.50M0.0%+650.3%0.184%
5/1/2026 Sovran Advisors LLC10,951$1.33M0.1%+10.7%0.029%
5/1/2026 WealthShield Partners LLC4,973$603K0.1%-4.1%0.013%
5/1/2026 Sequoia Financial Advisors LLC11,104$1.35M0.0%-3.9%0.029%
5/1/2026 Mascoma Wealth Management LLC72,480$8.78M1.8%-8.5%0.190%
4/30/2026 Accredited Investors Inc.24,716$3.00M0.2%+1.8%0.065%
4/30/2026 Beacon Financial Group3,408$413K0.0%+7.0%0.009%
4/30/2026 Kestra Advisory Services LLC44,257$5.36M0.0%+49.9%0.116%
4/30/2026 CFS Investment Advisory Services LLC1,655$221K0.0%-5.2%0.004%
4/29/2026 Impact Investors Inc28,375$3.44M2.4%+10.2%0.074%
4/29/2026 Richmond Investment Services LLC2,398$291K0.0%-8.9%0.006%
4/29/2026 Horst & Graben Wealth Management LLC26,769$3.24M0.5%-8.9%0.070%
4/28/2026 Kathmere Capital Management LLC5,236$635K0.0%-3.1%0.014%
4/28/2026 Whittier Trust Co. of Nevada Inc.10,442$1.28M0.0%-2.0%0.027%
4/28/2026 Whittier Trust Co.11,028$1.35M0.0%-18.2%0.029%
4/28/2026 Columbia Bank35,440$4.30M1.2%+1.7%0.093%
4/28/2026 Ascentis Independent Advisors1,887$229K0.0%-7.3%0.005%
4/28/2026 Pennsylvania Capital Management Inc. ADV26,202$3.18M0.9%-0.4%0.069%
4/28/2026 Walkner Condon Financial Advisors LLC3,688$447K0.1%-14.0%0.010%
4/28/2026 Peak Financial Management Inc.6,185$750K0.2%-2.1%0.016%
4/28/2026 NBT Bank N A NY3,936$477K0.0%+2,951.2%0.010%
4/28/2026 WBH Advisory Inc.3,038$371K0.0%-8.6%0.008%
4/28/2026 QRG Capital Management Inc.6,915$838K0.0%-33.2%0.018%
4/27/2026 HB Wealth Management LLC19,330$2.34M0.0%+0.5%0.051%
4/27/2026 Altus Wealth Group LLC4,685$568K0.2%-4.3%0.012%
4/27/2026 PFG Investments LLC95,999$11.63M0.5%+2.7%0.252%
4/27/2026 BIP Wealth LLC2,765$335K0.0%-60.9%0.007%
4/27/2026 World Investment Advisors8,682$1.05M0.0%-8.5%0.023%
4/27/2026 Private Advisor Group LLC90,054$10.91M0.1%-1.1%0.237%
4/25/2026 Keybank National Association OH21,258$2.58M0.0%+0.9%0.056%
4/25/2026 Physician Wealth Advisors Inc.847$103K0.0%+381.3%0.002%
4/25/2026 TSG Advice Partners LLC1,893$229K0.0%+7.3%0.005%
4/24/2026 Capital Asset Advisory Services LLC3,369$448K0.0%-6.4%0.009%
4/24/2026 Financial Life Planners300$36K0.0%N/A0.001%
4/24/2026 First Pacific Financial6,067$735K0.1%-7.0%0.016%
4/24/2026 Prism Advisors Inc.5,902$715K0.2%+40.8%0.015%
4/24/2026 Strategic Point Investment Advisors LLC56,187$6.81M1.0%-4.0%0.147%
4/23/2026 Mayflower Financial Advisors LLC3,888$471K0.0%-5.5%0.010%
4/23/2026 Bigelow Investment Advisors LLC4,626$561K0.2%-10.4%0.012%
4/23/2026 Oregon Pacific Wealth Management LLC3,773$457K0.5%-10.4%0.010%
4/23/2026 Continuum Advisory LLC13,065$1.58M0.2%-0.7%0.034%
4/23/2026 Apollon Wealth Management LLC12,270$1.49M0.0%+6.9%0.032%
4/23/2026 Vicus Capital16,264$1.97M0.1%-1.5%0.043%
4/22/2026 Patriot Financial Group Insurance Agency LLC7,128$864K0.0%+88.5%0.019%
4/22/2026 Janney Montgomery Scott LLC65,836$7.98M0.0%-4.3%0.172%
4/22/2026 Trilogy Capital Inc.2,924$354K0.0%+6.2%0.008%
4/22/2026 Traveka Wealth LLC2,923$354K0.1%-7.0%0.008%
4/22/2026 Venturi Wealth Management LLC4,212$510K0.0%-5.9%0.011%
4/21/2026 RCS Financial Planning LLC5,598$678K0.4%-8.5%0.015%
4/21/2026 Decker Retirement Planning Inc.8,782$1.06M0.5%+6.5%0.023%
4/21/2026 Urban Wealth Management LLC2,619$317K0.3%-5.0%0.007%
4/21/2026 OLD National Bancorp IN2,207$267K0.0%-7.5%0.006%
4/20/2026 Kestra Private Wealth Services LLC9,107$1.10M0.0%-11.6%0.024%
4/20/2026 Ritholtz Wealth Management1,673$203K0.0%-30.5%0.004%
4/20/2026 RFG Advisory LLC10,202$1.24M0.0%-5.5%0.027%
4/20/2026 Fifth Third Wealth Advisors LLC27,871$3.38M0.1%-61.7%0.073%
4/20/2026 Gilbert Capital Group Inc.42,434$5.14M4.0%-3.3%0.111%
4/18/2026 Bar Harbor Wealth Management6,693$811K0.0%N/A0.018%
4/17/2026 Wealth Management Partners LLC9,004$1.09M0.3%-17.2%0.024%
4/17/2026 Sovereign Financial Group Inc.3,024$366K0.1%-3.9%0.008%
4/17/2026 AdvisorNet Financial Inc3,080$373K0.0%-39.5%0.008%
4/17/2026 SVB Wealth LLC3,048$369K0.0%-27.0%0.008%
4/17/2026 Brookstone Capital Management6,755$819K0.0%+4.3%0.018%
4/16/2026 Spectrum Planning & Advisory Services Inc.3,279$397K0.2%-5.8%0.009%
4/16/2026 Forbes J M & Co. LLP29,299$3.55M0.3%+4.1%0.077%
4/16/2026 Montecito Bank & Trust5,598$678K0.1%-3.4%0.015%
4/16/2026 McClarren Financial Advisors Inc.33,362$4.04M2.4%+159.9%0.087%
3/17/2026Rockefeller Capital Management L.P.297,068$38.27M0.1%+3.5%0.756%
3/13/2026 World Investment Advisors9,484$1.22M0.0%+9.6%0.024%
3/12/2026Vericrest Private Wealth1,954$252K0.2%N/A0.005%
3/9/2026Corient Private Wealth LLC60,345$7.77M0.0%+1.1%0.154%
3/4/2026Compass Financial Group Inc. Ohio 26,293$3.39M2.5%N/A0.067%
3/4/2026AG Campbell Advisory LLC410$53K0.0%N/A0.001%
3/3/2026 Koenig Investment Advisory LLC1,975$255K0.2%N/A0.005%
2/19/2026 Axxcess Wealth Management LLC3,597$463K0.0%+7.8%0.009%
2/19/2026Birchwood Financial Partners Inc.4,279$551K0.5%N/A0.011%
2/19/2026Corient Private Wealth LLC60,345$7.77M0.0%+1.1%0.154%
2/18/2026Ameriflex Group Inc.300$39K0.0%-49.7%0.001%
2/18/2026Mercer Global Advisors Inc. ADV61,773$7.96M0.0%+2.1%0.157%
2/18/2026Beacon Pointe Advisors LLC103,759$13.37M0.1%+4.9%0.264%
2/18/2026EP Wealth Advisors LLC17,898$2.31M0.0%N/A0.046%
2/18/2026NewEdge Advisors LLC21,855$2.82M0.0%+4.5%0.056%
2/18/2026Hershey Financial Advisers LLC13,556$1.75M1.5%+56.7%0.034%
2/18/2026Millennium Management LLC1,996$257K0.0%N/A0.005%
2/18/2026Maia Wealth LLC4,090$526K0.1%-49.8%0.010%
2/18/2026Engineers Gate Manager LP3,233$417K0.0%N/A0.008%
2/17/2026Cetera Investment Advisers215,498$27.76M0.0%+0.1%0.548%
2/17/2026Hilltop Holdings Inc.19,330$2.49M0.1%-1.4%0.049%
2/17/2026Equitable Holdings Inc.31,743$4.09M0.0%+3.4%0.081%


DSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSI shares?

During the previous two years, 608 institutional investors and hedge funds held shares of iShares ESG MSCI KLD 400 ETF. The most heavily invested institutionals were Morgan Stanley ($498.16M), Envestnet Asset Management Inc. ($242.51M), Bank of America Corp DE ($173.03M), LPL Financial LLC ($162.17M), JPMorgan Chase & Co. ($157.77M), Bank of New York Mellon Corp ($152.04M), and Ameriprise Financial Inc. ($112.02M).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 481 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: Bank of New York Mellon Corp ($655.62K), Raymond James Financial Inc. ($399.65K), Brooklyn FI LLC ($390.02K), LPL Financial LLC ($256.69K), US Bancorp DE ($234.05K), Essential Planning LLC. ($229.90K), and Global Retirement Partners LLC ($220.82K).

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

Institutional investors have bought a total of 3,262,160 shares in the last 24 months. This purchase volume represents approximately $398.58M in transactions.

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

Of the 319 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. ($461.59K), Bank of New York Mellon Corp ($374.34K), Cerity Partners LLC ($169.00K), Ameritas Advisory Services LLC ($126.46K), Envestnet Asset Management Inc. ($107.62K), Ameriprise Financial Inc. ($100.20K), and Hill Island Financial LLC ($93.77K).

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

Institutional investors have sold a total of 3,084,310 shares in the last 24 months. This volume of shares sold represents approximately $364.75M in transactions.


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This page (NYSEARCA:DSI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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