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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$149.29 +0.27 (+0.18%)
Closing price 04:10 PM Eastern
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$149.29 +0.00 (+0.00%)
As of 07:30 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)
288
Total
Institutional Inflows
(last 12 months)
$360.18M
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$238.51M
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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
10/13/2026Sax Wealth Advisors LLC12,511$1.83M0.1%-3.5%0.033%
10/13/2026Avior Wealth Management LLC2,389$349K0.0%N/A0.006%
10/10/2026Prism Advisors Inc.5,172$767K0.2%-10.0%0.014%
10/9/2026WoodTrust Financial Corp15,533$2.27M0.3%+29.1%0.042%
10/9/2026Acropolis Investment Management LLC7,504$1.10M0.0%N/A0.020%
10/8/2026Farther Finance Advisors LLC20,087$2.94M0.0%+20.5%0.054%
10/8/2026CoreCap Advisors LLC4,752$695K0.0%-3.9%0.013%
10/8/2026Zevenbergen Capital Investments LLC6,075$888K0.0%N/A0.016%
10/8/2026Gradient Investments LLC46,505$6.80M0.1%N/A0.124%
10/7/2026Canandaigua National Bank & Trust Co.6,265$916K0.1%N/A0.017%
10/7/2026Bath Savings Trust Co1,390$203K0.0%N/A0.004%
10/7/2026Boston Standard Wealth Management LLC11,337$1.66M0.2%N/A0.030%
10/7/2026SigFig Wealth Management LLC17,365$2.54M0.1%-0.9%0.046%
10/6/2026Bangor Savings Bank16,243$2.37M0.2%N/A0.043%
10/5/2026Eastern Bank356$52K0.0%N/A0.001%
10/5/2026MassMutual Private Wealth & Trust FSB3,477$508K0.0%N/A0.009%
10/1/2026 Montecito Bank & Trust5,098$745K0.1%N/A0.014%
9/23/2026QRG Capital Management Inc.7,206$1.03M0.0%+4.2%0.019%
9/23/2026Envestnet Portfolio Solutions Inc.318,940$45.41M0.2%-2.2%0.852%
9/23/2026Envestnet Asset Management Inc.1,741,833$248.02M0.0%-1.8%4.651%
9/9/2026The Manufacturers Life Insurance Company1,660$236K0.0%N/A0.004%
9/9/2026Sequoia Financial Advisors LLC14,238$2.03M0.0%+28.2%0.038%
9/9/2026Gemmer Asset Management LLC139,453$19.86M1.3%+0.6%0.370%
9/9/2026Capital Analysts LLC4,101$584K0.0%+23.8%0.011%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,952$278K0.0%+10.8%0.005%
9/9/2026NorthRock Partners LLC10,521$1.50M0.0%-8.0%0.028%
9/9/2026Integrated Wealth Concepts LLC56,840$8.09M0.0%+50.5%0.151%
9/9/2026RFG Advisory LLC9,868$1.41M0.0%-3.3%0.026%
9/9/2026NewEdge Advisors LLC44,834$6.38M0.0%+82.7%0.119%
9/9/2026IFP Advisors Inc352$50K0.0%-20.7%0.001%
9/9/2026Baird Financial Group Inc.6,887$981K0.0%+9.3%0.018%
9/8/2026Allworth Financial LP21,272$3.03M0.0%-0.8%0.056%
9/8/2026Waverly Advisors LLC19,346$2.76M0.0%+9.4%0.051%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group4,430$631K0.1%-3.8%0.012%
8/27/2026Corient Private Wealth LP13,893$1.98M0.0%-77.5%0.037%
8/26/2026Brown Financial Advisors2,055$293K0.1%-12.6%0.005%
8/25/2026Financial Insights Inc.13,724$1.95M0.5%-3.0%0.036%
8/23/2026Ameritas Advisory Services LLC146,299$20.83M0.4%+53.0%0.389%
8/23/2026Endeavor Private Wealth Inc.2,185$311K0.1%-5.8%0.006%
8/23/2026HB Wealth Management LLC19,226$2.74M0.0%-0.5%0.051%
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8/22/2026Advisory Solutions Group LLC6,827$972K0.3%N/A0.018%
8/22/2026NI Acquisitions Company LLC889$127K0.0%N/A0.002%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC6,613$942K0.3%N/A0.018%
8/22/2026Highland Investment Advisors LLC658$94K0.0%N/A0.002%
8/22/2026Timbuktu Capital Management LLC175$25K0.0%N/A0.000%
8/22/2026Hopwood Nicholas Hunter1,559$222K0.1%N/A0.004%
8/22/2026Investor s Fiduciary Advisor Network LLC1,501$213K0.1%-91.3%0.004%
8/22/2026LifePlan Investment Advisors Inc.5,535$788K0.3%-8.1%0.015%
8/22/2026Concurrent Investment Advisors LLC16,050$2.29M0.0%+12.0%0.043%
8/21/2026Continuum Advisory LLC12,958$1.85M0.1%-0.8%0.034%
8/21/2026Williams Financial LLC1,768$252K0.1%N/A0.005%
8/21/2026Buttonwood Financial Group LLC1,974$281K0.2%-3.5%0.005%
8/21/2026Firestone Capital Management1,506$214K0.0%N/A0.004%
8/21/2026Natural Investments LLC88,429$12.59M2.9%-9.6%0.235%
8/21/2026Beacon Financial Advisory LLC2,443$348K0.1%-10.6%0.006%
8/21/2026KFA Private Wealth Group LLC3,929$560K0.2%+15.8%0.010%
8/21/2026Triumph Capital Management419$60K0.0%-32.9%0.001%
8/15/2026First Bancorp Inc ME256$36K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont3,801$541K0.0%N/A0.010%
7/10/2026Envision Financial LLC3,567$508K0.2%-18.4%0.009%
7/10/2026Investors Research Corp14,694$2.09M0.4%-3.7%0.039%
7/10/2026Heck Capital Advisors LLC3,367$479K0.0%-2.6%0.009%
7/10/2026JFS Wealth Advisors LLC1,296$185K0.0%-5.8%0.003%
7/10/2026Wealthcare Advisory Partners LLC49,560$7.06M0.1%+7.3%0.132%
7/9/2026Revolve Wealth Partners LLC17,168$2.44M0.3%-3.6%0.046%
7/9/2026Centurion Wealth Management LLC1,682$240K0.1%-41.4%0.004%
7/9/2026Baron Financial Group LLC1,465$209K0.1%N/A0.004%
7/9/2026Focus Financial Network Inc.10,974$1.56M0.0%+11.0%0.029%
7/9/2026Wealthcare Capital Management LLC24,589$3.50M0.3%+1.7%0.065%
7/9/2026Sax Wealth Advisors LLC12,961$1.85M0.1%-5.2%0.034%
7/9/2026West Financial Advisors LLC4,463$635K0.1%-1.7%0.012%
7/9/2026Strategic Point Investment Advisors LLC57,179$8.14M1.1%+1.8%0.152%
7/8/2026Gradient Investments LLC44,958$6.40M0.1%+4.0%0.120%
7/8/2026Archer Investment Management LLC27,556$3.92M1.3%-29.5%0.073%
7/7/2026Canandaigua National Bank & Trust Co.5,840$832K0.1%N/A0.016%
7/6/2026Bangor Savings Bank16,243$2.31M0.2%-5.6%0.043%
7/2/2026MassMutual 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%
6/3/2026NewEdge Advisors LLC24,544$2.98M0.0%+12.3%0.065%
5/29/2026Asset Dedication LLC733$89K0.0%+90.9%0.002%
5/22/2026WNY Asset Management LLC5,367$650K0.1%N/A0.014%
5/22/2026Verus Capital Partners LLC3,747$454K0.0%-6.2%0.010%
5/21/2026JDM Financial Group LLC445$54K0.0%N/A0.001%
5/20/2026SOA Wealth Advisors LLC.12,000$1.45M0.2%-4.6%0.032%
5/19/2026GTS Financial LLC2,205$267K0.2%N/A0.006%
5/19/2026Eley 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%
5/18/2026EverSource Wealth Advisors LLC5,330$646K0.0%-8.9%0.014%
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5/18/2026Royal Bank of Canada176,824$21.43M0.0%-10.7%0.470%
5/18/2026Eley 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%
5/15/2026Gateway 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%
5/15/2026Wealth Alliance LLC6,692$811K0.1%-9.1%0.018%
5/14/2026Hilltop Holdings Inc.16,028$1.94M0.2%-17.1%0.043%
5/14/2026GC Wealth Management RIA LLC2,715$329K0.0%+12.7%0.007%
5/14/2026Compound Planning Inc.5,279$640K0.0%+25.2%0.014%


DSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 599 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. ($248.02M), 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 467 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 2,816,997 shares in the last 24 months. This purchase volume represents approximately $360.18M in transactions.

Of the 261 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), Envestnet Asset Management Inc. ($91.69K), Ameritas Advisory Services LLC ($84.83K), Corient Private Wealth LP ($47.86K), and Fifth Third Wealth Advisors LLC ($44.87K).

Institutional investors have sold a total of 1,873,480 shares in the last 24 months. This volume of shares sold represents approximately $238.51M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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