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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$146.47 -1.16 (-0.79%)
Closing price 04:10 PM Eastern
Extended Trading
$146.51 +0.04 (+0.03%)
As of 04:15 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)
285
Total
Institutional Inflows
(last 12 months)
$350.40M
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$233.02M
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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
9/9/2026 The Manufacturers Life Insurance Company1,660$236K0.0%N/A0.004%
9/9/2026 Sequoia Financial Advisors LLC14,238$2.03M0.0%+28.2%0.038%
9/9/2026 Gemmer Asset Management LLC139,453$19.86M1.3%+0.6%0.370%
9/9/2026 Capital Analysts LLC4,101$584K0.0%+23.8%0.011%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC1,952$278K0.0%+10.8%0.005%
9/9/2026 NorthRock Partners LLC10,521$1.50M0.0%-8.0%0.028%
9/9/2026 Integrated Wealth Concepts LLC56,840$8.09M0.0%+50.5%0.151%
9/9/2026 RFG Advisory LLC9,868$1.41M0.0%-3.3%0.026%
9/9/2026 NewEdge Advisors LLC44,834$6.38M0.0%+82.7%0.119%
9/9/2026 IFP Advisors Inc352$50K0.0%-20.7%0.001%
9/9/2026 Baird Financial Group Inc.6,887$981K0.0%+9.3%0.018%
9/8/2026 Allworth Financial LP21,272$3.03M0.0%-0.8%0.056%
9/8/2026 Waverly Advisors LLC19,346$2.76M0.0%+9.4%0.051%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group4,430$631K0.1%-3.8%0.012%
8/27/2026 Corient Private Wealth LP13,893$1.98M0.0%-77.5%0.037%
8/26/2026 Brown Financial Advisors2,055$293K0.1%-12.6%0.005%
8/25/2026 Financial Insights Inc.13,724$1.95M0.5%-3.0%0.036%
8/23/2026 Ameritas Advisory Services LLC146,299$20.83M0.4%+53.0%0.389%
8/23/2026 Endeavor Private Wealth Inc.2,185$311K0.1%-5.8%0.006%
8/23/2026 HB Wealth Management LLC19,226$2.74M0.0%-0.5%0.051%
8/22/2026 Advisory Solutions Group LLC6,827$972K0.3%N/A0.018%
8/22/2026 NI Acquisitions Company LLC889$127K0.0%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC6,613$942K0.3%N/A0.018%
8/22/2026 Highland Investment Advisors LLC658$94K0.0%N/A0.002%
8/22/2026 Timbuktu Capital Management LLC175$25K0.0%N/A0.000%
8/22/2026 Hopwood Nicholas Hunter1,559$222K0.1%N/A0.004%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,501$213K0.1%-91.3%0.004%
8/22/2026 LifePlan Investment Advisors Inc.5,535$788K0.3%-8.1%0.015%
8/22/2026 Concurrent Investment Advisors LLC16,050$2.29M0.0%+12.0%0.043%
8/21/2026 Continuum Advisory LLC12,958$1.85M0.1%-0.8%0.034%
8/21/2026 Williams Financial LLC1,768$252K0.1%N/A0.005%
8/21/2026 Buttonwood Financial Group LLC1,974$281K0.2%-3.5%0.005%
8/21/2026 Firestone Capital Management1,506$214K0.0%N/A0.004%
8/21/2026 Natural Investments LLC88,429$12.59M2.9%-9.6%0.235%
8/21/2026 Beacon Financial Advisory LLC2,443$348K0.1%-10.6%0.006%
8/21/2026 KFA Private Wealth Group LLC3,929$560K0.2%+15.8%0.010%
8/21/2026 Triumph Capital Management419$60K0.0%-32.9%0.001%
8/15/2026 First Bancorp Inc ME256$36K0.0%N/A0.001%
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%
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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%
5/22/2026 WNY Asset Management LLC5,367$650K0.1%N/A0.014%
5/22/2026 Verus Capital Partners LLC3,747$454K0.0%-6.2%0.010%
5/21/2026 JDM Financial Group LLC445$54K0.0%N/A0.001%
5/20/2026 SOA Wealth Advisors LLC.12,000$1.45M0.2%-4.6%0.032%
5/19/2026 GTS Financial LLC2,205$267K0.2%N/A0.006%
5/19/2026 Eley Financial Management Inc23,139$2.80M1.0%+1.9%0.062%
5/19/2026 Bank of America Corp DE1,490,807$180.67M0.0%-11.4%3.965%
5/19/2026 Financial 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%
5/18/2026 Royal 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%
5/16/2026 Quantinno 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%
5/15/2026 Matrix Private Capital Group LLC1,640$199K0.1%N/A0.004%
5/15/2026 Waverly Advisors LLC17,678$2.14M0.0%+1.6%0.047%
5/15/2026 Wealth Alliance LLC6,692$811K0.1%-9.1%0.018%
5/14/2026 Hilltop Holdings Inc.16,028$1.94M0.2%-17.1%0.043%
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%
5/14/2026 Modern Wealth Management LLC19,617$2.40M0.0%-3.5%0.052%
5/14/2026 Sei 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%
5/7/2026 Hollencrest Capital Management1,667$202K0.0%+42.4%0.004%
5/7/2026 Scarborough Advisors LLC850$103K0.0%N/A0.002%
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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%


DSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 607 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 469 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 2,761,084 shares in the last 24 months. This purchase volume represents approximately $350.40M in transactions.

Of the 265 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 ($258.08K), Cerity Partners LLC ($151.05K), Ameritas Advisory Services LLC ($84.83K), Envestnet Asset Management Inc. ($59.05K), Corient Private Wealth LP ($47.86K), and Fifth Third Wealth Advisors LLC ($44.87K).

Institutional investors have sold a total of 1,835,314 shares in the last 24 months. This volume of shares sold represents approximately $233.02M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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