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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

iShares MSCI KLD 400 Social ETF logo
$108.28
-0.11 (-0.10%)
(As of 11/4/2024 ET)
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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)
259
Total
Institutional Inflows
(last 12 months)
$351.22M
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$220.61M
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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
11/4/2024Bond & Devick Financial Network Inc.10,712$1.17M0.5%-1.1%0.024%
11/4/2024Maiden Cove Capital LLC4,822$501K1.0%N/A0.011%
11/4/2024Baker Avenue Asset Management LP17,095$1.86M0.1%-10.3%0.039%
11/4/2024Axxcess Wealth Management LLC1,860$202K0.0%N/A0.004%
11/4/2024Sigma Planning Corp9,377$1.02M0.0%-5.0%0.021%
11/2/2024 Mesirow Financial Investment Management Inc.5,338$581K0.0%-8.1%0.012%
11/2/2024 Francis Financial Inc.106,118$11.55M3.0%-13.2%0.240%
11/1/2024 Atria Investments Inc8,213$894K0.0%-2.1%0.019%
11/1/2024 Assetmark Inc.41,872$4.56M0.0%+6.5%0.095%
10/31/2024 JB Capital LLC2,348$256K0.0%-14.3%0.005%
10/31/2024 WoodTrust Financial Corp12,480$1.36M0.2%+94.7%0.028%
10/31/2024 Financial Services Advisory Inc25,196$2.74M0.7%-1.7%0.057%
10/31/2024 Wealth Architects LLC3,662$398K0.0%-39.5%0.008%
10/30/2024 White Lighthouse Investment Management Inc.15,123$1.65M0.3%-1.8%0.034%
10/30/2024 Austin Private Wealth LLC12,427$1.35M0.1%-6.0%0.028%
10/30/2024 Ameritas Advisory Services LLC121,551$13.22M0.6%-7.1%0.275%
10/29/2024 Janney Montgomery Scott LLC44,020$4.79M0.0%-6.8%0.100%
10/29/2024 Sage Financial Group Inc.17,096$1.86M0.2%-1.7%0.039%
10/29/2024 Farther Finance Advisors LLC11,320$1.23M0.0%+10.8%0.026%
10/28/2024 Gladstone Institutional Advisory LLC2,069$225K0.0%N/A0.005%
10/28/2024 Shepherd Financial Partners LLC26,945$2.93M0.4%-5.9%0.061%
10/28/2024 Laurel Wealth Planning LLC38,750$4.22M2.8%-2.2%0.088%
10/28/2024 Creative Financial Designs Inc. ADV3,076$335K0.0%-3.2%0.007%
10/28/2024 Focus Financial Network Inc.13,195$1.44M0.1%-2.5%0.030%
10/28/2024 US Bancorp DE389,695$42.40M0.1%+121.9%0.883%
10/28/2024 HM Payson & Co.4,921$535K0.0%+17.2%0.011%
10/28/2024 Tilson Financial Group Inc.1,998$207K0.1%N/A0.005%
10/25/2024 JFS Wealth Advisors LLC1,679$183K0.0%-15.1%0.004%
10/25/2024 Golden State Equity Partners4,849$528K0.1%+2.9%0.011%
10/25/2024 Great Diamond Partners LLC10,801$1.18M0.3%-3.5%0.024%
10/25/2024 Childress Capital Advisors LLC33,930$3.69M1.0%+16.7%0.077%
10/25/2024 Valmark Advisers Inc.8,632$939K0.0%-9.6%0.020%
10/25/2024 Strategic Blueprint LLC7,608$828K0.1%-5.8%0.017%
10/25/2024 Diversify Advisory Services LLC15,815$1.75M0.1%-9.8%0.036%
10/25/2024 Gateway Wealth Partners LLC2,669$290K0.1%-9.4%0.006%
10/24/2024 Patriot Financial Group Insurance Agency LLC12,167$1.32M0.2%-2.5%0.028%
10/24/2024 Concord Wealth Partners7,291$793K0.1%-51.2%0.017%
10/24/2024 Forbes J M & Co. LLP25,917$2.82M0.3%+11.5%0.059%
10/24/2024 Gemmer Asset Management LLC126,972$13.81M1.4%+5.3%0.288%
10/24/2024 4Thought Financial Group Inc.2,438$265K0.2%-4.1%0.006%
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10/24/2024 Conscious Wealth Investments LLC16,579$1.81M1.2%-1.4%0.038%
10/24/2024 Carret Asset Management LLC10,114$1.10M0.1%N/A0.023%
10/24/2024 Bristlecone Advisors LLC621$68K0.0%N/A0.001%
10/24/2024 Wealth Enhancement Advisory Services LLC16,791$1.83M0.0%-16.9%0.038%
10/24/2024 Consolidated Portfolio Review Corp8,248$897K0.2%+3.2%0.019%
10/24/2024 PFG Investments LLC91,840$9.99M0.6%+4.9%0.208%
10/24/2024 Arkadios Wealth Advisors4,828$525K0.0%+26.3%0.011%
10/23/2024 Allworth Financial LP24,502$2.67M0.0%-1.2%0.055%
10/23/2024 West Wealth Group LLC5,187$564K0.2%-3.2%0.012%
10/23/2024 MA Private Wealth11,278$1.23M0.2%-6.1%0.026%
10/23/2024 Mount Yale Investment Advisors LLC5,376$585K0.1%-17.7%0.012%
10/23/2024 Rogco LP7,721$840K0.3%-15.5%0.017%
10/22/2024 Litman Gregory Wealth Management LLC40,748$4.43M0.4%-11.1%0.092%
10/22/2024 Financial Insights Inc.24,061$2.62M0.9%-3.0%0.054%
10/22/2024 Private Advisor Group LLC129,223$14.06M0.1%-3.0%0.293%
10/22/2024 Tempus Wealth Planning LLC13,395$1.46M0.5%+1.3%0.030%
10/22/2024 Eastern Bank537$58K0.0%N/A0.001%
10/22/2024 My Legacy Advisors LLC3,597$391K0.2%-12.6%0.008%
10/22/2024 Sequoia Financial Advisors LLC17,733$1.93M0.0%-2.8%0.040%
10/21/2024 Vicus Capital18,238$1.98M0.2%+0.7%0.041%
10/21/2024 Horst & Graben Wealth Management LLC33,117$3.60M0.6%-7.9%0.075%
10/21/2024 Sharkey Howes & Javer26,240$2.86M0.4%-13.2%0.059%
10/21/2024 Trilogy Capital Inc.2,056$224K0.0%N/A0.005%
10/19/2024McClarren Financial Advisors Inc.21,443$2.33M1.2%+4,031.6%0.049%
10/19/2024Rede Wealth LLC7,045$766K0.3%-8.4%0.016%
10/18/2024Revolve Wealth Partners LLC16,549$1.80M0.3%+3.8%0.037%
10/18/2024KFA Private Wealth Group LLC3,650$397K0.2%-18.8%0.008%
10/18/2024Harfst & Associates Inc.7,769$845K0.2%-2.9%0.018%
10/18/2024Raymond James & Associates34,122$3.71M0.0%+4.6%0.077%
10/18/2024ST Germain D J Co. Inc.37,235$4.05M0.2%-0.9%0.084%
10/18/2024Bartlett & CO. Wealth Management LLC5,941$646K0.0%+8.7%0.013%
10/18/2024Sage Financial Management Group Inc.3,703$403K0.2%N/A0.008%
10/18/2024Stratos Wealth Advisors LLC5,258$572K0.0%-39.1%0.012%
10/17/2024Aspiriant LLC6,238$679K0.0%-38.1%0.014%
10/17/2024Claro Advisors LLC14,602$1.59M0.2%+447.9%0.033%
10/17/2024Onyx Bridge Wealth Group LLC16,979$1.85M0.3%-15.5%0.038%
10/16/2024 One Wealth Advisors LLC51,032$5.55M0.9%-12.1%0.116%
10/16/2024 Vontobel Holding Ltd.9,107$991K0.0%+5.5%0.021%
10/15/2024 PFG Advisors21,303$2.32M0.1%-20.6%0.048%
10/15/2024 Zhang Financial LLC7,054$767K0.0%N/A0.016%
10/11/2024 Creative Planning184,636$20.09M0.0%-0.6%0.418%
10/11/2024 Sapient Capital LLC23,147$2.52M0.1%+834.5%0.052%
10/11/2024 Paladin Wealth LLC884$96K0.1%N/A0.002%
10/10/2024 Hart & Patterson Financial Group LLC2,054$223K0.1%-4.6%0.005%
10/10/2024 Concourse Financial Group Securities Inc.10,407$1.13M0.1%-3.3%0.024%
10/10/2024 Gibson Capital LLC25,159$2.74M0.6%-7.9%0.057%
10/10/2024 First Affirmative Financial Network69,382$7.55M4.1%+70.2%0.157%
10/10/2024 Simplicity Wealth LLC2,022$220K0.0%-4.6%0.005%
10/9/2024 Syntrinsic LLC643,654$69.89M23.3%-20.0%1.458%
10/8/2024 CWM LLC91,022$9.90M0.0%-28.4%0.206%
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10/8/2024 West Financial Advisors LLC4,872$530K0.1%-3.6%0.011%
10/8/2024 Hoxton Planning & Management LLC2,543$277K0.1%-3.9%0.006%
10/8/2024 Brookstone Capital Management6,165$671K0.0%-3.0%0.014%
10/8/2024 Sugarloaf Wealth Management LLC1,937$211K0.0%-16.0%0.004%
10/8/2024 Dynamic Advisor Solutions LLC8,745$951K0.0%-6.6%0.020%
10/8/2024 Axiom Advisory LLC10,881$1.14M0.0%+1.7%0.025%
10/8/2024 Mather Group LLC.7,762$844K0.0%-4.1%0.018%
10/7/2024 Myecfo LLC3,160$344K0.2%-5.3%0.007%
10/7/2024 Miracle Mile Advisors LLC83,501$9.08M0.2%+1.9%0.189%
10/7/2024 Boston Standard Wealth Management LLC15,192$1.65M0.3%+2.3%0.034%
(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, 458 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. ($251.29M), Bank of America Corp DE ($181.89M), JPMorgan Chase & Co. ($121.81M), Bank of New York Mellon Corp ($98.58M), and LPL Financial LLC ($86.59M).Learn more on DSI's institutional investors.

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

Of the 386 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 Portfolio Solutions Inc. ($752.55K), Bank of America Corp DE ($491.93K), Cerity Partners LLC ($423.80K), Envestnet Asset Management Inc. ($373.65K), Bank of New York Mellon Corp ($334.63K), Dunhill Financial LLC ($273.89K), and Trillium Asset Management LLC ($257.14K).

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

Institutional investors have bought a total of 7,276,912 shares in the last 24 months. This purchase volume represents approximately $618.59M in transactions.

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

Of the 278 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), Trillium Asset Management LLC ($264.05K), J.P. Morgan Private Wealth Advisors LLC ($171.63K), Osaic Holdings Inc. ($167.85K), Syntrinsic LLC ($161.31K), CWM LLC ($151.22K), and Raymond James Financial Services Advisors Inc. ($137.96K).

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

Institutional investors have sold a total of 4,612,315 shares in the last 24 months. This volume of shares sold represents approximately $391.89M in transactions.


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This page (NYSEARCA:DSI) was last updated on 11/5/2024 by MarketBeat.com Staff
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