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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

iShares MSCI KLD 400 Social ETF logo
$114.08 +1.29 (+1.14%)
As of 04:10 PM Eastern
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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)
257
Total
Institutional Inflows
(last 12 months)
$287.67M
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$154.96M
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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
1/21/2025Gradient Investments LLC52,044$5.74M0.1%+0.4%0.118%
1/21/2025CX Institutional12,677$1.40M0.1%-4.3%0.029%
1/21/2025RFG Advisory LLC9,842$1.09M0.0%+62.9%0.022%
1/21/2025Neumann Capital Management LLC35,898$3.96M1.3%-2.6%0.081%
1/21/2025Cornerstone Wealth Management LLC24,008$2.65M0.2%-4.9%0.054%
1/17/2025 Avior Wealth Management LLC2,037$225K0.0%+9.2%0.005%
1/17/2025 Endeavor Private Wealth Inc.1,697$187K0.2%N/A0.004%
1/17/2025 Adirondack Trust Co.780$86K0.0%+13.0%0.002%
1/17/2025 Mutual Advisors LLC1,934$216K0.0%-22.5%0.004%
1/17/2025 Janney Montgomery Scott LLC42,373$4.67M0.0%-3.7%0.096%
1/17/2025 Bartlett & CO. Wealth Management LLC5,763$635K0.0%-3.0%0.013%
1/17/2025 Finley Financial LLC5,290$591K0.3%N/A0.012%
1/17/2025 Braun Bostich & Associates Inc.2,508$277K0.2%-5.3%0.006%
1/17/2025 Atomi Financial Group Inc.4,213$465K0.0%+12.3%0.010%
1/17/2025 Clear Harbor Asset Management LLC12,173$1.34M0.1%+1.2%0.028%
1/16/2025 Aspiriant LLC13,494$1.49M0.1%+116.3%0.031%
1/16/2025 Gemmer Asset Management LLC126,319$13.93M1.4%-0.5%0.286%
1/16/2025 MassMutual Private Wealth & Trust FSB15,840$1.75M0.0%-47.3%0.036%
1/16/2025 Diversify Advisory Services LLC11,241$1.23M0.1%-28.9%0.025%
1/16/2025 My Legacy Advisors LLC3,247$363K0.1%-9.7%0.007%
1/15/2025 Ameritas Advisory Services LLC190,531$21.01M0.7%+56.7%0.432%
1/15/2025 Cranbrook Wealth Management LLC36,954$4.07M0.9%-1.3%0.084%
1/15/2025 Sax Wealth Advisors LLC3,637$401K0.0%+3.3%0.008%
1/15/2025 Merit Financial Group LLC4,987$550K0.0%+47.8%0.011%
1/15/2025 Wealthcare Advisory Partners LLC41,942$4.62M0.1%+4.2%0.095%
1/15/2025 Wealthcare Capital Management LLC23,907$2.64M0.3%-4.0%0.054%
1/15/2025 First Pacific Financial7,995$881K0.2%+133.9%0.018%
1/14/2025 West Financial Advisors LLC5,003$552K0.1%+2.7%0.011%
1/14/2025 Rockingstone Advisors LLC4,626$510K0.2%-2.1%0.010%
1/14/2025 Park Avenue Securities LLC166,729$18.38M0.2%-6.2%0.378%
1/14/2025 Kathmere Capital Management LLC9,702$1.07M0.1%+41.3%0.022%
1/14/2025 Fifth Third Wealth Advisors LLC67,086$7.40M0.4%+15.2%0.152%
1/14/2025 Sovereign Financial Group Inc.3,804$419K0.1%+86.5%0.009%
1/14/2025 Myecfo LLC3,810$420K0.2%+20.6%0.009%
1/14/2025 MRA Advisory Group2,678$295K0.2%+5.4%0.006%
1/13/2025 AdvisorNet Financial Inc5,010$552K0.0%-19.2%0.011%
1/13/2025 Miracle Mile Advisors LLC83,090$9.16M0.2%-0.5%0.188%
1/13/2025 Burns J W & Co. Inc. NY2,924$322K0.0%-3.9%0.007%
1/13/2025 Brookstone Capital Management5,786$638K0.0%-6.1%0.013%
1/10/2025 ST Germain D J Co. Inc.42,179$4.65M0.2%+13.3%0.096%
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1/10/2025 Wealth Enhancement Advisory Services LLC18,206$1.98M0.0%+8.4%0.041%
1/7/2025 One Wealth Capital Management LLC6,897$760K0.4%N/A0.016%
12/30/2024SK Wealth Management LLC4,251$476K0.2%N/A0.010%
12/26/2024JPMorgan Chase & Co.1,526,691$166.09M0.0%-1.3%3.458%
12/13/2024B. Riley Wealth Advisors Inc.5,171$560K0.0%-30.5%0.012%
12/9/2024Copley Financial Group Inc.2,109$229K0.2%N/A0.005%
11/25/2024World Investment Advisors LLC8,748$952K0.0%-12.3%0.020%
11/25/2024Sanctuary Advisors LLC30,116$3.42M0.0%-16.6%0.068%
11/20/2024SOA Wealth Advisors LLC.50,481$5.49M1.0%-3.0%0.114%
11/20/2024 Westside Investment Management Inc.1,355$147K0.0%-26.8%0.003%
11/18/2024Coldstream Capital Management Inc.13,204$1.44M0.0%-1.9%0.030%
11/15/2024Continuum Advisory LLC12,287$1.39M0.2%-7.8%0.028%
11/15/2024MML Investors Services LLC129,173$14.05M0.1%-13.8%0.293%
11/15/2024Headinvest LLC43,367$4.72M0.9%+0.8%0.098%
11/15/2024Dunhill Financial LLC128,317$13.96M7.2%-22.7%0.291%
11/15/2024Orion Portfolio Solutions LLC35,039$3.81M0.1%-13.2%0.079%
11/15/2024National Bank of Canada FI14,829$1.61M0.0%+1.0%0.034%
11/15/2024EP Wealth Advisors LLC15,092$1.64M0.0%+8.3%0.034%
11/15/2024Kovitz Investment Group Partners LLC46,808$5.09M0.0%+3.8%0.106%
11/15/2024Stifel Financial Corp41,732$4.54M0.0%+3.4%0.095%
11/15/2024SageView Advisory Group LLC63,648$6.92M0.4%-5.7%0.144%
11/15/2024Integrated Wealth Concepts LLC45,692$4.97M0.1%+67.4%0.103%
11/15/2024HighTower Advisors LLC70,054$7.62M0.0%-15.1%0.159%
11/15/2024Hilltop Holdings Inc.19,045$2.07M0.1%+7.8%0.043%
11/15/2024Erste Asset Management GmbH37,755$4.11M0.0%N/A0.086%
11/14/2024 Acropolis Investment Management LLC8,186$891K0.1%-2.8%0.019%
11/14/2024Arete Wealth Advisors LLC3,415$371K0.0%-8.2%0.008%
11/14/2024Captrust Financial Advisors147,644$16.06M0.0%-1.6%0.334%
11/14/2024Rockefeller Capital Management L.P.164,592$17.91M0.0%+5.6%0.373%
11/14/2024Fiduciary Trust Co145,302$15.81M0.2%-0.6%0.329%
11/14/2024BBR Partners LLC32,314$3.52M0.3%-7.3%0.073%
11/13/2024Townsquare Capital LLC10,048$1.09M0.0%-6.8%0.023%
11/13/2024FMR LLC13,005$1.42M0.0%+3.7%0.029%
11/13/2024Elios Financial Group Inc.17,245$1.88M0.9%N/A0.039%
11/13/2024Bank of Montreal Can60,183$6.53M0.0%+3.0%0.136%
11/13/2024Diversified LLC17,075$1.86M0.2%-7.1%0.039%
11/13/2024Brown Brothers Harriman & Co.572$62K0.0%-71.5%0.001%
11/12/2024Cerity Partners LLC263,827$28.70M0.1%-1.0%0.598%
11/12/2024Great Valley Advisor Group Inc.2,822$307K0.0%+7.8%0.006%
11/12/2024Meridian Wealth Management LLC6,468$704K0.0%N/A0.015%
11/12/2024Allen Capital Group LLC6,823$742K0.1%-12.7%0.015%
11/12/2024Darden Wealth Group Inc1,907$208K0.1%N/A0.004%
11/12/2024Investors Research Corp14,902$1.62M0.4%+1.2%0.034%
11/12/2024Smithfield Trust Co1,875$203K0.0%-6.3%0.004%
11/8/2024First Horizon Advisors Inc.41,206$4.48M0.1%-51.2%0.093%
11/8/2024 Avior Wealth Management LLC1,866$203K0.0%-15.8%0.004%
11/8/2024PNC Financial Services Group Inc.29,654$3.23M0.0%-3.2%0.067%
11/8/2024Spectrum Planning & Advisory Services Inc.3,886$423K0.4%+8.3%0.009%
11/8/2024 Fifth Third Wealth Advisors LLC58,234$6.34M0.4%+12.8%0.132%
11/8/2024BIP Wealth LLC7,105$773K0.1%+157.9%0.016%
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11/7/2024Theory Financial LLC2,575$277K0.1%-4.0%0.006%
11/7/2024EQ LLC4,306$468K0.2%N/A0.010%
11/7/2024Essential Planning LLC.3,697$402K0.2%-5.4%0.008%
11/7/2024Thrivent Financial for Lutherans125,975$13.71M0.0%+35.4%0.285%
11/7/2024 Claro Advisors LLC2,408$262K0.0%-9.6%0.005%
11/7/2024Concord Asset Management LLC VA3,549$386K0.1%-65.3%0.008%
11/6/2024Accredited Investors Inc.37,834$4.12M0.2%-3.1%0.086%
11/6/2024OneDigital Investment Advisors LLC5,358$583K0.0%-74.5%0.012%
11/6/2024Neumann Capital Management LLC36,848$4.01M1.3%+3.8%0.083%
11/6/2024KBC Group NV3,194$347K0.0%-41.2%0.007%
(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, 480 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. ($166.09M), 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 396 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), Bank of New York Mellon Corp ($334.63K), Envestnet Asset Management Inc. ($313.84K), 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 7,370,777 shares in the last 24 months. This purchase volume represents approximately $636.59M in transactions.

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

Of the 296 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 4,594,776 shares in the last 24 months. This volume of shares sold represents approximately $400.87M in transactions.


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This page (NYSEARCA:DSI) was last updated on 1/21/2025 by MarketBeat.com Staff
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