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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$148.71 +0.35 (+0.24%)
As of 10:14 AM 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)
279
Total
Institutional Inflows
(last 12 months)
$340.94M
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$242.66M
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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
8/7/2026 Trust Co. of Vermont3,801$541K0.0%N/A0.010%
7/10/2026 Envision Financial LLC3,567$508K0.2%-18.4%0.009%
7/10/2026 Investors Research Corp14,694$2.09M0.4%-3.7%0.039%
7/10/2026 Heck Capital Advisors LLC3,367$479K0.0%-2.6%0.009%
7/10/2026 JFS Wealth Advisors LLC1,296$185K0.0%-5.8%0.003%
7/10/2026 Wealthcare Advisory Partners LLC49,560$7.06M0.1%+7.3%0.132%
7/9/2026 Revolve Wealth Partners LLC17,168$2.44M0.3%-3.6%0.046%
7/9/2026 Centurion Wealth Management LLC1,682$240K0.1%-41.4%0.004%
7/9/2026 Baron Financial Group LLC1,465$209K0.1%N/A0.004%
7/9/2026 Focus Financial Network Inc.10,974$1.56M0.0%+11.0%0.029%
7/9/2026 Wealthcare Capital Management LLC24,589$3.50M0.3%+1.7%0.065%
7/9/2026 Sax Wealth Advisors LLC12,961$1.85M0.1%-5.2%0.034%
7/9/2026 West Financial Advisors LLC4,463$635K0.1%-1.7%0.012%
7/9/2026 Strategic Point Investment Advisors LLC57,179$8.14M1.1%+1.8%0.152%
7/8/2026 Gradient Investments LLC44,958$6.40M0.1%+4.0%0.120%
7/8/2026 Archer Investment Management LLC27,556$3.92M1.3%-29.5%0.073%
7/7/2026 Canandaigua National Bank & Trust Co.5,840$832K0.1%N/A0.016%
7/6/2026 Bangor Savings Bank16,243$2.31M0.2%-5.6%0.043%
7/2/2026 MassMutual Private Wealth & Trust FSB4,052$577K0.0%+2.8%0.011%
7/2/2026 CX Institutional14,921$2.13M0.1%-6.7%0.040%
6/9/2026Contango Wealth Management LLC4,562$553K0.6%+54.6%0.012%
6/3/2026 NewEdge Advisors LLC24,544$2.98M0.0%+12.3%0.065%
5/29/2026 Asset Dedication LLC733$89K0.0%+90.9%0.002%
5/22/2026WNY Asset Management LLC5,367$650K0.1%N/A0.014%
5/22/2026 Verus Capital Partners LLC3,747$454K0.0%-6.2%0.010%
5/21/2026JDM Financial Group LLC445$54K0.0%N/A0.001%
5/20/2026 SOA Wealth Advisors LLC.12,000$1.45M0.2%-4.6%0.032%
5/19/2026GTS Financial LLC2,205$267K0.2%N/A0.006%
5/19/2026 Eley Financial Management Inc23,139$2.80M1.0%+1.9%0.062%
5/19/2026Bank of America Corp DE1,490,807$180.67M0.0%-11.4%3.965%
5/19/2026Financial Insights Inc.14,151$1.72M0.6%-5.2%0.038%
5/18/2026 EverSource Wealth Advisors LLC5,330$646K0.0%-8.9%0.014%
5/18/2026Royal Bank of Canada176,824$21.43M0.0%-10.7%0.470%
5/18/2026 Eley Financial Management Inc23,622$2.86M1.0%+4.0%0.063%
5/16/2026Quantinno Capital Management LP23,106$2.80M0.0%+368.7%0.061%
5/15/2026 Gateway Wealth Partners LLC14,462$1.75M0.1%+192.9%0.038%
5/15/2026Matrix Private Capital Group LLC1,640$199K0.1%N/A0.004%
5/15/2026Waverly Advisors LLC17,678$2.14M0.0%+1.6%0.047%
5/15/2026 Wealth Alliance LLC6,692$811K0.1%-9.1%0.018%
5/14/2026Hilltop Holdings Inc.16,028$1.94M0.2%-17.1%0.043%
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5/14/2026 GC Wealth Management RIA LLC2,715$329K0.0%+12.7%0.007%
5/14/2026 Compound Planning Inc.5,279$640K0.0%+25.2%0.014%
5/14/2026Modern Wealth Management LLC19,617$2.40M0.0%-3.5%0.052%
5/14/2026Sei Investments Co.282,552$34.24M0.0%-0.9%0.751%
5/14/2026 Lido Advisors LLC25,026$3.03M0.0%-13.4%0.067%
5/13/2026 Cetera Investment Advisers203,543$24.67M0.0%-5.5%0.541%
5/13/2026 NewEdge Wealth LLC16,431$1.99M0.0%+0.4%0.044%
5/8/2026 PNC Financial Services Group Inc.65,586$7.95M0.0%+204.2%0.174%
5/8/2026 Johnson Financial Group Inc.113,725$13.78M0.5%+19.2%0.302%
5/8/2026 JSF Financial LLC1,960$238K0.0%+4.4%0.005%
5/7/2026Hollencrest Capital Management1,667$202K0.0%+42.4%0.004%
5/7/2026 Scarborough Advisors LLC850$103K0.0%N/A0.002%
5/7/2026 KBC Group NV1,239$150K0.0%-59.1%0.003%
5/6/2026 IMA Advisory Services Inc.412,576$49.74M4.9%+1.1%1.097%
5/6/2026 Bartlett & CO. Wealth Management LLC5,888$714K0.0%+2.2%0.016%
5/6/2026 Cornerstone Planning Group LLC4,120$499K0.1%+2,103.2%0.011%
5/6/2026 Assetmark Inc.45,714$5.54M0.0%-11.9%0.122%
5/6/2026 Gould Asset Management LLC CA7,510$910K0.2%+4.5%0.020%
5/6/2026 Main Street Group LTD9,714$1.18M0.3%-1.4%0.026%
5/6/2026 Bessemer Group Inc.1,200$145K0.0%-36.2%0.003%
5/6/2026 Sofi Wealth LLC42,790$5.19M0.2%+24.7%0.114%
5/6/2026 Birchwood Financial Partners Inc.5,093$617K0.6%+19.0%0.014%
5/5/2026 Wealthfront Advisers LLC31,548$3.82M0.0%+19.0%0.084%
5/5/2026 D.A. Davidson & CO.9,092$1.10M0.0%+6.2%0.024%
5/5/2026 Navigation Group LLC5,089$617K0.1%N/A0.014%
5/5/2026 Bank 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%
5/5/2026 Theory 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%
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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%


DSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 597 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 ($180.67M), 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.

Of the 463 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 ($237.38K), US Bancorp DE ($232.66K), Essential Planning LLC. ($229.90K), and Global Retirement Partners LLC ($220.82K).

Institutional investors have bought a total of 2,706,993 shares in the last 24 months. This purchase volume represents approximately $340.94M in transactions.

Of the 268 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: Bank of New York Mellon Corp ($374.34K), Bank of America Corp DE ($261.63K), Cerity Partners LLC ($151.05K), Ameriprise Financial Inc. ($100.20K), Ameritas Advisory Services LLC ($84.83K), Thrivent Financial for Lutherans ($60.28K), and Envestnet Asset Management Inc. ($59.05K).

Institutional investors have sold a total of 1,935,703 shares in the last 24 months. This volume of shares sold represents approximately $242.66M in transactions.


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Institutional ownership data for NYSEARCA:DSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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