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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$110.90 -2.19 (-1.94%)
Closing price 02/21/2025 04:10 PM Eastern
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$112.44 +1.54 (+1.39%)
As of 02/21/2025 07:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$414.19M
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$216.77M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent 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%
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%
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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%
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%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/11/2025 Modern Wealth Management LLC2,143$239K0.0%N/A0.005%
2/11/2025 Sequent Planning LLC1,937$214K0.1%N/A0.004%
2/11/2025 Hershey Financial Advisers LLC10,710$1.18M1.0%N/A0.024%
2/11/2025 Hill Island Financial LLC102,475$11.30M3.3%-2.3%0.232%
2/11/2025 LPL Financial LLC1,005,714$110.88M0.0%+22.9%2.278%
2/11/2025 Somerset Group LLC2,368$261K0.2%-4.4%0.005%
2/11/2025 Umpqua Bank42,436$4.65M1.6%+8.1%0.096%
2/11/2025 Sei Investments Co.281,446$31.03M0.0%-1.6%0.637%
2/11/2025 Whittier Trust Co. of Nevada Inc.11,592$1.28M0.0%+122.1%0.026%
2/11/2025 SigFig Wealth Management LLC20,091$2.23M0.1%-4.0%0.046%
(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, 533 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 445 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 8,241,928 shares in the last 24 months. This purchase volume represents approximately $786.64M in transactions.

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

Of the 325 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 4,971,513 shares in the last 24 months. This volume of shares sold represents approximately $453.71M in transactions.


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This page (NYSEARCA:DSI) was last updated on 2/22/2025 by MarketBeat.com Staff
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