Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy DSI Stock  Free DSI Stock Alerts

iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$102.01 -2.07 (-1.99%)
As of 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)
292
Total
Institutional Inflows
(last 12 months)
$415.40M
Number of
Institutional Sellers
(last 12 months)
254
Total
Institutional Outflows
(last 12 months)
$208.86M
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.

Skip Chart & View Institutional Buying and Selling Data

DSI Institutional Buying and Selling by Quarter

Remove Ads

iShares ESG MSCI KLD 400 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC23,967$2.64M0.0%+42.7%0.057%
3/10/2025 Mattson Financial Services LLC467$51K0.0%-23.9%0.001%
3/5/2025 Financial Insights Inc.23,867$2.63M1.0%-0.8%0.057%
3/5/2025 Copley Financial Group Inc.1,982$219K0.2%-6.0%0.005%
2/27/2025 Landaas & Co. WI ADV3,774$416K0.1%+21.7%0.009%
2/26/2025 Capital A Wealth Management LLC302$33K0.1%N/A0.001%
2/25/2025 Heck Capital Advisors LLC11,811$1.30M0.1%N/A0.027%
2/25/2025 Armis Advisers LLC3,272$361K0.0%N/A0.007%
2/24/2025 Ameriflex Group Inc.475$53K0.0%N/A0.001%
2/21/2025 Ascent Group LLC3,374$372K0.0%-17.2%0.008%
2/18/2025 GTS Securities LLC1,841$203K0.0%N/A0.004%
2/18/2025 Headinvest LLC49,595$5.47M1.0%+14.4%0.112%
2/18/2025 McIlrath & Eck LLC1,158$128K0.0%-9.3%0.003%
2/18/2025 Focus Partners Advisor Solutions LLC3,503$386K0.0%N/A0.008%
2/18/2025 Continuum Advisory LLC12,083$1.33M0.2%-1.7%0.027%
2/17/2025 Waverly Advisors LLC2,314$255K0.0%N/A0.005%
2/17/2025 Snowden Capital Advisors LLC27,517$3.03M0.1%-10.3%0.062%
2/17/2025 Royal Bank of Canada154,752$17.06M0.0%+11.5%0.351%
2/17/2025 Main Street Group LTD9,352$1.03M0.4%+18.2%0.021%
2/17/2025 NorthRock Partners LLC9,183$1.01M0.0%N/A0.021%
2/17/2025 LifePlan Investment Advisors Inc.5,382$593K0.4%+30.3%0.012%
2/17/2025 Investor s Fiduciary Advisor Network LLC27,316$3.01M1.2%N/A0.062%
2/17/2025 Guardian Wealth Advisors LLC NC1,013$112K0.0%+74.7%0.002%
2/17/2025 Gen Wealth Partners Inc3,179$350K0.2%-18.9%0.007%
2/17/2025 Focus Partners Wealth67,307$7.53M0.0%+64.1%0.152%
2/17/2025 Francis Financial Inc.102,385$11.29M2.6%-3.5%0.232%
2/17/2025 Fiduciary Trust Co143,966$15.87M0.2%-0.9%0.326%
2/17/2025 Dunhill Financial LLC119,199$13.14M6.1%-7.1%0.270%
2/17/2025 EP Wealth Advisors LLC14,913$1.64M0.0%-1.2%0.034%
2/17/2025 Cresset Asset Management LLC25,742$2.84M0.0%-54.3%0.058%
2/17/2025 Capital Advantage Inc.3,321$366K0.1%N/A0.008%
2/17/2025 Cetera Investment Advisers139,912$15.43M0.0%-3.2%0.317%
2/17/2025 Captrust Financial Advisors144,556$15.94M0.0%-2.1%0.327%
2/17/2025 Baird Financial Group Inc.9,824$1.08M0.0%-4.7%0.022%
2/17/2025 Baker Avenue Asset Management LP16,671$1.84M0.1%-2.5%0.038%
2/17/2025 Bank of America Corp DE1,691,058$186.44M0.0%+8.5%3.830%
2/17/2025 BNP Paribas Financial Markets9,842$1.09M0.0%-10.5%0.022%
2/17/2025 Ameriprise Financial Inc.940,619$103.70M0.0%-4.3%2.131%
2/17/2025 Aptus Capital Advisors LLC17,132$1.89M0.0%+394.6%0.039%
2/17/2025 AlTi Global Inc.3,877$427K0.0%-5.3%0.009%
Partner with Elon Musk on Project Colossus… Before May 1st (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
2/14/2025 Mercer Global Advisors Inc. ADV112,681$12.42M0.0%-8.7%0.255%
2/14/2025 Jane Street Group LLC2,212$244K0.0%N/A0.005%
2/14/2025 Comerica Bank72,154$7.96M0.0%+7.2%0.163%
2/14/2025 Lido Advisors LLC30,063$3.31M0.0%-0.5%0.068%
2/14/2025 Northern Trust Corp13,040$1.44M0.0%-30.5%0.030%
2/14/2025 Beacon Pointe Advisors LLC71,661$7.90M0.1%-11.3%0.162%
2/14/2025 Mission Creek Capital Partners Inc.5,628$621K0.1%-5.3%0.013%
2/14/2025 Johnson Financial Group Inc.54,563$6.11M0.3%+2.5%0.124%
2/14/2025 Capital Analysts LLC2,939$324K0.0%+12.4%0.007%
2/14/2025 Kovitz Investment Group Partners LLC47,712$5.26M0.0%+1.9%0.108%
2/14/2025 Integrated Wealth Concepts LLC31,736$3.50M0.0%-30.5%0.072%
2/14/2025 MGO One Seven LLC11,449$1.26M0.0%-7.0%0.026%
2/14/2025 Stifel Financial Corp56,733$6.26M0.0%+35.9%0.129%
2/14/2025 OneDigital Investment Advisors LLC4,801$529K0.0%-10.4%0.011%
2/14/2025 Tower Research Capital LLC TRC 40,113$4.42M0.1%+10,319.0%0.091%
2/14/2025 Transce3nd LLC349$38K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC116,698$12.87M0.0%-9.7%0.264%
2/14/2025 First Trust Advisors LP1,966$217K0.0%N/A0.004%
2/14/2025 Freedom Investment Management Inc.1,842$203K0.0%N/A0.004%
2/14/2025 Frederick Financial Consultants LLC1,864$206K0.2%N/A0.004%
2/14/2025 GeoWealth Management LLC15,185$1.67M0.1%+95.0%0.034%
2/13/2025 NewEdge Advisors LLC24,496$2.70M0.0%+28.5%0.055%
2/13/2025 Lifelong Wealth Advisors Inc.4,325$477K0.2%N/A0.010%
2/13/2025 Regal Investment Advisors LLC10,747$1.19M0.1%-9.3%0.024%
2/13/2025 United Capital Financial Advisors LLC39,799$4.39M0.0%-8.9%0.090%
2/13/2025 Rossby Financial LCC2,148$237K0.1%N/A0.005%
2/13/2025 Mariner LLC323,324$35.65M0.1%+4.6%0.732%
2/13/2025 SageView Advisory Group LLC62,713$6.91M0.3%-1.5%0.142%
2/13/2025 Savvy Advisors Inc.6,746$744K0.1%+97.7%0.015%
2/13/2025 Summit Investment Advisors Inc.16,136$1.78M1.6%-1.3%0.037%
2/13/2025 Sagespring Wealth Partners LLC7,270$801K0.0%N/A0.016%
2/13/2025 Townsquare Capital LLC13,737$1.52M0.0%+36.7%0.031%
2/13/2025 Rockefeller Capital Management L.P.189,142$20.85M0.1%+14.9%0.428%
2/13/2025 Elios Financial Group Inc.16,259$1.79M0.8%-5.7%0.037%
2/13/2025 Eley Financial Management Inc21,895$2.41M0.9%+4.3%0.050%
2/13/2025 Accredited Investors Inc.35,964$3.97M0.2%-4.9%0.081%
2/13/2025 Raymond James Financial Inc.190,488$21.00M0.0%N/A0.431%
2/13/2025 Advisory Services Network LLC106,962$11.79M0.2%+13.2%0.242%
2/13/2025 Renaissance Technologies LLC15,100$1.67M0.0%+169.6%0.034%
2/13/2025 Bank of Montreal Can59,961$6.61M0.0%-0.4%0.136%
2/13/2025 Cerity Partners LLC269,557$29.72M0.1%+2.2%0.611%
2/13/2025 Envestnet Asset Management Inc.2,019,500$222.65M0.1%-7.5%4.574%
2/13/2025 Perennial Investment Advisors LLC5,476$604K0.1%+16.5%0.012%
2/13/2025 Wells Fargo & Company MN250,533$27.62M0.0%-12.9%0.567%
2/12/2025 Pitcairn Co.30,059$3.31M0.2%-1.0%0.068%
2/12/2025 Arete Wealth Advisors LLC3,581$395K0.0%+4.9%0.008%
2/12/2025 World Investment Advisors8,430$929K0.0%-3.6%0.019%
2/12/2025 National Bank of Canada FI13,694$1.51M0.0%-7.7%0.031%
2/12/2025 O Shaughnessy Asset Management LLC7,420$818K0.0%+35.2%0.017%
2/12/2025 RWA Wealth Partners LLC9,005$993K0.0%+4.6%0.020%
Trump’s Great Society (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/12/2025 Allianz SE37,735$4.16M0.1%N/A0.085%
2/12/2025 WealthTrak Capital Management LLC326$36K0.0%N/A0.001%
2/12/2025 Orion Portfolio Solutions LLC36,771$4.05M0.0%+4.9%0.083%
2/12/2025 Blair William & Co. IL23,122$2.55M0.0%-0.6%0.052%
2/12/2025 Moment Partners LLC35,192$3.88M0.7%N/A0.080%
2/12/2025 JPMorgan Chase & Co.1,390,912$153.35M0.0%-8.9%3.150%
2/12/2025 Ausdal Financial Partners Inc.1,914$211K0.0%N/A0.004%
2/12/2025 Financial Counselors Inc.7,724$852K0.0%-2.3%0.017%
2/12/2025 Potentia Wealth9,769$1.08M0.5%N/A0.022%
2/11/2025 Modern Wealth Management LLC2,143$239K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

Remove Ads

DSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSI shares?

During the previous two years, 537 institutional investors and hedge funds held shares of iShares ESG MSCI KLD 400 ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($16.53B), Morgan Stanley ($365.75M), Envestnet Asset Management Inc. ($222.65M), Bank of America Corp DE ($186.44M), JPMorgan Chase & Co. ($153.35M), Bank of New York Mellon Corp ($112.50M), and LPL Financial LLC ($110.88M).Learn more on DSI's institutional investors.

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

Of the 449 institutional investors that purchased iShares ESG MSCI KLD 400 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($752.55K), Cerity Partners LLC ($429.53K), Brooklyn FI LLC ($396.64K), Bank of New York Mellon Corp ($381.81K), Raymond James Financial Inc. ($380.98K), LPL Financial LLC ($332.67K), and Envestnet Asset Management Inc. ($275.18K).

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

Institutional investors have bought a total of 8,179,533 shares in the last 24 months. This purchase volume represents approximately $783.07M in transactions.

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

Of the 327 institutional investors that sold iShares ESG MSCI KLD 400 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.52M), Trillium Asset Management LLC ($264.05K), JPMorgan Chase & Co. ($252.49K), J.P. Morgan Private Wealth Advisors LLC ($171.63K), Osaic Holdings Inc. ($167.85K), Syntrinsic LLC ($161.31K), and CWM LLC ($129.68K).

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

Institutional investors have sold a total of 4,967,576 shares in the last 24 months. This volume of shares sold represents approximately $453.44M in transactions.


Related Companies

This page (NYSEARCA:DSI) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Trump’s Treasure Map [Pic inside]
We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men...
Paradigm Press | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored