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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$406.39M
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$354.87M
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DSI Institutional Buying and Selling by Quarter

iShares MSCI KLD 400 Social ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Leonard Rickey Investment Advisors P.L.L.C.3,275$330K0.1%-3.2%0.007%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC4,883$492K0.1%-3.9%0.011%
4/18/2024Claro Advisors LLC2,512$253K0.0%N/A0.006%
4/18/2024Miracle Mile Advisors LLC79,910$8.06M0.2%+15.2%0.180%
4/18/2024Francis Financial Inc.133,147$13.42M4.3%-1.8%0.300%
4/17/2024Brooklyn FI LLC6,214$626K0.3%-8.3%0.014%
4/17/2024Gibson Capital LLC40,874$4.12M0.9%-2.4%0.092%
4/17/2024Private Ocean LLC3,160$319K0.0%-4.2%0.007%
4/17/2024Vicus Capital17,361$1.75M0.2%-0.6%0.039%
4/17/2024Ridgecrest Wealth Partners LLC2,040$206K0.1%N/A0.005%
4/16/2024Kathmere Capital Management LLC6,867$692K0.1%N/A0.015%
4/16/2024Fifth Third Wealth Advisors LLC51,315$5.17M0.8%+1,366.1%0.116%
4/16/2024Dohj LLC47,751$4.81M1.3%-9.0%0.108%
4/16/2024Wealth Enhancement Advisory Services LLC18,732$1.89M0.0%-2.0%0.042%
4/15/2024Wealthcare Capital Management LLC25,453$2.57M0.3%-5.8%0.057%
4/15/2024Wealthcare Advisory Partners LLC46,524$4.69M0.2%+3.2%0.105%
4/15/2024Revolve Wealth Partners LLC14,290$1.44M0.2%+5.6%0.032%
4/15/2024Aspiriant LLC6,238$629K0.0%N/A0.014%
4/15/2024Sovereign Financial Group Inc.2,040$206K0.1%N/A0.005%
4/15/2024Brookstone Capital Management8,017$808K0.0%-6.1%0.018%
4/13/2024 Hoxton Planning & Management LLC2,703$272K0.1%-5.5%0.006%
4/12/2024 Austin Private Wealth LLC13,835$1.38M0.2%+5.1%0.031%
4/12/2024 Global Assets Advisory LLC32,243$3.25M0.0%N/A0.073%
4/12/2024 AdvisorNet Financial Inc6,247$630K0.1%-6.5%0.014%
4/11/2024 Forbes J M & Co. LLP23,185$2.34M0.3%-7.9%0.052%
4/11/2024 Bangor Savings Bank27,992$2.82M0.3%-0.7%0.063%
4/11/2024 First Affirmative Financial Network40,635$4.10M3.0%-16.8%0.092%
4/11/2024 Buttonwood Financial Group LLC4,800$484K0.3%+29.1%0.011%
4/11/2024 Boston Standard Wealth Management LLC14,647$1.48M0.3%+11.1%0.033%
4/10/2024 Park Avenue Securities LLC195,557$19.71M0.3%-2.9%0.441%
4/10/2024 SOA Wealth Advisors LLC.59,845$6.03M1.2%-2.2%0.135%
4/9/2024 Montecito Bank & Trust5,443$549K0.1%N/A0.012%
4/9/2024 Massmutual Trust Co. FSB ADV14,023$1.41M0.0%-4.9%0.032%
4/9/2024 Lowe Wealth Advisors LLC1,588$160K0.1%-11.2%0.004%
4/5/2024 Prism Advisors Inc.6,636$669K0.2%-1.8%0.015%
4/2/2024 ST Germain D J Co. Inc.33,795$3.41M0.2%+2.8%0.076%
3/22/2024PNC Financial Services Group Inc.33,244$3.03M0.0%-2.0%0.075%
3/15/2024Hart & Patterson Financial Group LLC4,399$401K0.2%N/A0.010%
3/15/2024B. Riley Wealth Advisors Inc.6,509$593K0.0%-28.8%0.015%
3/8/2024ICA Group Wealth Management LLC740$67K0.0%N/A0.002%
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3/6/2024SageView Advisory Group LLC84,925$8.03M0.3%+8.3%0.191%
3/1/2024Goldman Sachs Group Inc.289,659$26.37M0.0%-22.4%0.653%
2/29/2024Scarborough Advisors LLC521$47K0.0%N/A0.001%
2/28/2024EP Wealth Advisors LLC15,668$1.43M0.0%-3.5%0.035%
2/23/2024Beacon Financial Group3,255$296K0.0%N/A0.007%
2/21/2024WNY Asset Management LLC7,235$659K0.1%-4.0%0.016%
2/16/2024SageView Advisory Group LLC84,925$8.03M0.3%+8.3%0.191%
2/16/2024Harbour Investments Inc.11,209$1.02M0.0%+24.0%0.025%
2/15/2024Mercer Global Advisors Inc. ADV136,349$12.42M0.0%+5.1%0.307%
2/15/2024Townsquare Capital LLC9,340$850K0.0%+9.1%0.021%
2/15/2024Main Street Group LTD7,899$719K0.3%N/A0.018%
2/15/2024Buckingham Strategic Wealth LLC12,961$1.18M0.0%+26.5%0.029%
2/15/2024Baird Financial Group Inc.10,867$989K0.0%+1.6%0.025%
2/15/2024Comerica Bank67,874$6.18M0.0%-1.1%0.153%
2/14/2024Royal Bank of Canada158,727$14.45M0.0%+12.1%0.358%
2/14/2024Midland Wealth Advisors LLC4,162$379K0.0%N/A0.009%
2/14/2024Continuum Advisory LLC10,213$930K0.1%+169.3%0.023%
2/14/2024Gibson Capital LLC41,874$3.81M0.9%-1.6%0.094%
2/14/2024Kestra Advisory Services LLC20,448$1.86M0.0%+11.8%0.046%
2/14/2024Creative Planning191,764$17.46M0.0%+0.6%0.432%
2/14/2024Tcwp LLC12,781$1.16M3.3%+13.8%0.029%
2/14/2024MGO One Seven LLC12,781$1.16M0.1%N/A0.029%
2/14/2024Regal Investment Advisors LLC11,839$1.08M0.1%+10.3%0.027%
2/14/2024Sei Investments Co.369,583$33.65M0.1%+3.5%0.833%
2/13/2024Envestnet Asset Management Inc.2,438,162$222.00M0.1%+12.6%5.498%
2/13/2024Northern Trust Corp38,326$3.49M0.0%+904.4%0.086%
2/13/2024Cetera Advisor Networks LLC50,043$4.56M0.0%+4.4%0.113%
2/13/2024Per Stirling Capital Management LLC.4,921$448K0.1%-21.3%0.011%
2/13/2024Tower Research Capital LLC TRC 358$33K0.0%-80.7%0.001%
2/13/2024Goldman Sachs Group Inc.289,659$26.37M0.0%-22.4%0.653%
2/13/2024CIBC Private Wealth Group LLC11,172$1.02M0.0%+2.9%0.025%
2/13/2024Rollins Financial Advisors LLC6,035$549K0.1%N/A0.014%
2/12/2024Shepherd Financial Partners LLC30,310$2.76M0.4%-2.0%0.068%
2/12/2024Dorsey & Whitney Trust CO LLC20,162$1.84M0.1%-1.2%0.045%
2/12/2024Goldstein Advisors LLC3,196$291K0.0%-9.3%0.007%
2/12/2024Fiduciary Trust Co148,002$13.48M0.2%+0.6%0.334%
2/12/2024Focus Financial Network Inc. ADV12,930$1.18M0.0%N/A0.029%
2/12/2024Stifel Financial Corp50,303$4.58M0.0%+48.3%0.113%
2/12/2024Steward Partners Investment Advisory LLC26,941$2.45M0.0%+27.2%0.061%
2/12/2024Hilltop Holdings Inc.24,842$2.26M0.3%+4.2%0.056%
2/9/2024Johnson Financial Group Inc.57,739$5.26M0.3%-9.3%0.130%
2/9/2024Orion Portfolio Solutions LLC47,296$4.30M0.0%-1.5%0.107%
2/9/2024Halter Ferguson Financial Inc.4,245$387K0.2%N/A0.010%
2/9/2024SageView Advisory Group LLC84,925$8.03M0.3%+8.3%0.191%
2/9/2024US Bancorp DE175,021$15.94M0.0%-1.2%0.395%
2/9/2024Cambridge Investment Research Advisors Inc.69,469$6.33M0.0%+17.7%0.157%
2/9/2024EverSource Wealth Advisors LLC1,002$91K0.0%+17.2%0.002%
2/9/2024Franklin Resources Inc.31,891$2.90M0.0%-3.0%0.072%
2/9/2024Assetmark Inc.35,914$3.27M0.0%+25.3%0.081%
2/9/2024Trexquant Investment LP2,676$244K0.0%+8.8%0.006%
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2/9/2024Milestone Investment Advisors LLC3,298$300K0.1%-4.3%0.007%
2/9/2024Corient Private Wealth LLC60,334$5.49M0.0%-1.0%0.136%
2/9/2024D.A. Davidson & CO.8,537$777K0.0%-1.9%0.019%
2/9/2024Wells Fargo & Company MN338,465$30.82M0.0%+80.4%0.763%
2/9/2024Coldstream Capital Management Inc.16,336$1.49M0.0%-4.2%0.037%
2/9/2024UBS Group AG513,695$46.77M0.0%-5.0%1.158%
2/9/2024PNC Financial Services Group Inc.33,244$3.03M0.0%-2.0%0.075%
2/9/2024MainStreet Investment Advisors LLC15,544$1.42M0.2%+12.2%0.035%
2/9/2024Laurel Wealth Planning LLC41,253$3.76M2.7%-4.9%0.093%
2/8/2024Strategic Point Investment Advisors LLC66,195$6.03M1.2%+2.6%0.149%
(Data available from 1/1/2016 forward)

DSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSI shares?

During the previous two years, 485 institutional investors and hedge funds held shares of iShares MSCI KLD 400 Social ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($16.53B), Morgan Stanley ($365.75M), Envestnet Asset Management Inc. ($222.00M), Bank of America Corp DE ($135.65M), JPMorgan Chase & Co. ($121.81M), Bank of New York Mellon Corp ($90.48M), and Ameriprise Financial Inc. ($83.70M).Learn more on DSI's institutional investors.

Which institutional investors have been buying iShares MSCI KLD 400 Social ETF stock?

Of the 421 institutional investors that purchased iShares MSCI KLD 400 Social ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.18M), Envestnet Portfolio Solutions Inc. ($752.55K), Cerity Partners LLC ($701.43K), One Capital Management LLC ($522.56K), Bank of America Corp DE ($491.93K), Wells Fargo & Company MN ($361.64K), and Bank of New York Mellon Corp ($334.63K).

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

Institutional investors have bought a total of 13,130,020 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Which iShares MSCI KLD 400 Social ETF major shareholders have been selling company stock?

Of the 289 institutional investors that sold iShares MSCI KLD 400 Social ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.35M), Bank of America Corp DE ($968.75K), JPMorgan Chase & Co. ($737.49K), BlackRock Inc. ($338.96K), Raymond James Financial Services Advisors Inc. ($254.36K), Win Advisors Inc. ($253.92K), and Cerity Partners LLC ($219.12K).

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

Institutional investors have sold a total of 7,302,690 shares in the last 24 months. This volume of shares sold represents approximately $578.24M in transactions.


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This page (NYSEARCA:DSI) was last updated on 4/19/2024 by MarketBeat.com Staff

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