Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free DSI Stock Alerts

iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$141.41 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
330
Total
Institutional Inflows
(last 12 months)
$373.14M
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$322.58M
Get DSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG MSCI KLD 400 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026NewEdge 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%
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%
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%
5/14/2026Lido Advisors LLC25,026$3.03M0.0%-13.4%0.067%
5/13/2026Cetera Investment Advisers203,543$24.67M0.0%-5.5%0.541%
5/13/2026NewEdge Wealth LLC16,431$1.99M0.0%+0.4%0.044%
5/8/2026PNC Financial Services Group Inc.65,586$7.95M0.0%+204.2%0.174%
5/8/2026Johnson Financial Group Inc.113,725$13.78M0.5%+19.2%0.302%
5/8/2026JSF Financial LLC1,960$238K0.0%+4.4%0.005%
5/7/2026Hollencrest Capital Management1,667$202K0.0%+42.4%0.004%
5/7/2026Scarborough Advisors LLC850$103K0.0%N/A0.002%
5/7/2026KBC Group NV1,239$150K0.0%-59.1%0.003%
5/6/2026IMA Advisory Services Inc.412,576$49.74M4.9%+1.1%1.097%
5/6/2026Bartlett & CO. Wealth Management LLC5,888$714K0.0%+2.2%0.016%
5/6/2026Cornerstone Planning Group LLC4,120$499K0.1%+2,103.2%0.011%
5/6/2026Assetmark Inc.45,714$5.54M0.0%-11.9%0.122%
5/6/2026Gould Asset Management LLC CA7,510$910K0.2%+4.5%0.020%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/6/2026Main Street Group LTD9,714$1.18M0.3%-1.4%0.026%
5/6/2026Bessemer Group Inc.1,200$145K0.0%-36.2%0.003%
5/6/2026Sofi Wealth LLC42,790$5.19M0.2%+24.7%0.114%
5/6/2026Birchwood Financial Partners Inc.5,093$617K0.6%+19.0%0.014%
5/5/2026Wealthfront Advisers LLC31,548$3.82M0.0%+19.0%0.084%
5/5/2026D.A. Davidson & CO.9,092$1.10M0.0%+6.2%0.024%
5/5/2026Navigation Group LLC5,089$617K0.1%N/A0.014%
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%
5/5/2026Wealthgarden F.S. LLC3,218$390K0.3%-10.1%0.009%
5/4/2026Uptick Partners LLC2,003$243K0.0%+8.6%0.005%
5/4/2026Moment Partners LLC36,917$4.47M0.8%-0.4%0.098%
5/2/2026Diversify Wealth Management LLC7,266$978K0.0%+33.1%0.019%
5/2/2026Valmark Advisers Inc.11,320$1.37M0.0%+12.6%0.030%
5/1/2026Citizens Financial Group Inc. RI7,718$935K0.0%-5.1%0.020%
5/1/2026Midwest Trust Co6,214$753K0.0%+5.8%0.016%
5/1/2026Fifth Third Bancorp70,112$8.50M0.0%+650.3%0.184%
5/1/2026Sovran Advisors LLC10,951$1.33M0.1%+10.7%0.029%
5/1/2026WealthShield Partners LLC4,973$603K0.1%-4.1%0.013%
5/1/2026Sequoia Financial Advisors LLC11,104$1.35M0.0%-3.9%0.029%
5/1/2026Mascoma Wealth Management LLC72,480$8.78M1.8%-8.5%0.190%
4/30/2026Accredited Investors Inc.24,716$3.00M0.2%+1.8%0.065%
4/30/2026Beacon Financial Group3,408$413K0.0%+7.0%0.009%
4/30/2026Kestra Advisory Services LLC44,257$5.36M0.0%+49.9%0.116%
4/30/2026CFS Investment Advisory Services LLC1,655$221K0.0%-5.2%0.004%
4/29/2026Impact Investors Inc28,375$3.44M2.4%+10.2%0.074%
4/29/2026Richmond Investment Services LLC2,398$291K0.0%-8.9%0.006%
4/29/2026Horst & Graben Wealth Management LLC26,769$3.24M0.5%-8.9%0.070%
4/28/2026Kathmere Capital Management LLC5,236$635K0.0%-3.1%0.014%
4/28/2026Whittier Trust Co. of Nevada Inc.10,442$1.28M0.0%-2.0%0.027%
4/28/2026Whittier Trust Co.11,028$1.35M0.0%-18.2%0.029%
4/28/2026Columbia Bank35,440$4.30M1.2%+1.7%0.093%
4/28/2026Ascentis Independent Advisors1,887$229K0.0%-7.3%0.005%
4/28/2026Pennsylvania Capital Management Inc. ADV26,202$3.18M0.9%-0.4%0.069%
4/28/2026Walkner Condon Financial Advisors LLC3,688$447K0.1%-14.0%0.010%
4/28/2026Peak Financial Management Inc.6,185$750K0.2%-2.1%0.016%
4/28/2026NBT Bank N A NY3,936$477K0.0%+2,951.2%0.010%
4/28/2026WBH Advisory Inc.3,038$371K0.0%-8.6%0.008%
4/28/2026QRG Capital Management Inc.6,915$838K0.0%-33.2%0.018%
4/27/2026HB Wealth Management LLC19,330$2.34M0.0%+0.5%0.051%
4/27/2026Altus Wealth Group LLC4,685$568K0.2%-4.3%0.012%
4/27/2026PFG Investments LLC95,999$11.63M0.5%+2.7%0.252%
4/27/2026BIP Wealth LLC2,765$335K0.0%-60.9%0.007%
4/27/2026World Investment Advisors8,682$1.05M0.0%-8.5%0.023%
4/27/2026Private Advisor Group LLC90,054$10.91M0.1%-1.1%0.237%
4/25/2026Keybank National Association OH21,258$2.58M0.0%+0.9%0.056%
4/25/2026Physician Wealth Advisors Inc.847$103K0.0%+381.3%0.002%
4/25/2026TSG Advice Partners LLC1,893$229K0.0%+7.3%0.005%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/24/2026Capital Asset Advisory Services LLC3,369$448K0.0%-6.4%0.009%
4/24/2026Financial Life Planners300$36K0.0%N/A0.001%
4/24/2026First Pacific Financial6,067$735K0.1%-7.0%0.016%
4/24/2026Prism Advisors Inc.5,902$715K0.2%+40.8%0.015%
4/24/2026Strategic Point Investment Advisors LLC56,187$6.81M1.0%-4.0%0.147%
4/23/2026Mayflower Financial Advisors LLC3,888$471K0.0%-5.5%0.010%
4/23/2026Bigelow Investment Advisors LLC4,626$561K0.2%-10.4%0.012%
4/23/2026Oregon Pacific Wealth Management LLC3,773$457K0.5%-10.4%0.010%
4/23/2026Continuum Advisory LLC13,065$1.58M0.2%-0.7%0.034%
4/23/2026Apollon Wealth Management LLC12,270$1.49M0.0%+6.9%0.032%


DSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 610 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 488 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 ($232.66K), Essential Planning LLC. ($229.90K), and Global Retirement Partners LLC ($220.82K).

Institutional investors have bought a total of 2,988,468 shares in the last 24 months. This purchase volume represents approximately $373.14M in transactions.

Of the 310 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 ($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).

Institutional investors have sold a total of 2,627,435 shares in the last 24 months. This volume of shares sold represents approximately $322.58M in transactions.


Related Companies

This page (NYSEARCA:DSI) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel