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iShares MSCI KLD 400 Social ETF (DSI) Institutional Ownership

iShares MSCI KLD 400 Social ETF logo
$113.33 +0.73 (+0.65%)
(As of 01:11 PM 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)
262
Total
Institutional Inflows
(last 12 months)
$290.63M
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$148.75M
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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
11/20/2024 SOA Wealth Advisors LLC.50,481$5.49M1.0%-3.0%0.114%
11/20/2024Westside Investment Management Inc.1,355$147K0.0%-26.8%0.003%
11/18/2024 Coldstream Capital Management Inc.13,204$1.44M0.0%-1.9%0.030%
11/15/2024 Continuum Advisory LLC12,287$1.39M0.2%-7.8%0.028%
11/15/2024 MML Investors Services LLC129,173$14.05M0.1%-13.8%0.293%
11/15/2024 Headinvest LLC43,367$4.72M0.9%+0.8%0.098%
11/15/2024 Dunhill Financial LLC128,317$13.96M7.2%-22.7%0.291%
11/15/2024 Orion Portfolio Solutions LLC35,039$3.81M0.1%-13.2%0.079%
11/15/2024 National Bank of Canada FI14,829$1.61M0.0%+1.0%0.034%
11/15/2024 EP Wealth Advisors LLC15,092$1.64M0.0%+8.3%0.034%
11/15/2024 Kovitz Investment Group Partners LLC46,808$5.09M0.0%+3.8%0.106%
11/15/2024 Stifel Financial Corp41,732$4.54M0.0%+3.4%0.095%
11/15/2024 SageView Advisory Group LLC63,648$6.92M0.4%-5.7%0.144%
11/15/2024 Integrated Wealth Concepts LLC45,692$4.97M0.1%+67.4%0.103%
11/15/2024 HighTower Advisors LLC70,054$7.62M0.0%-15.1%0.159%
11/15/2024 Hilltop Holdings Inc.19,045$2.07M0.1%+7.8%0.043%
11/15/2024 Erste Asset Management GmbH37,755$4.11M0.0%N/A0.086%
11/14/2024 Acropolis Investment Management LLC8,186$891K0.1%-2.8%0.019%
11/14/2024 Arete Wealth Advisors LLC3,415$371K0.0%-8.2%0.008%
11/14/2024 Captrust Financial Advisors147,644$16.06M0.0%-1.6%0.334%
11/14/2024 Rockefeller Capital Management L.P.164,592$17.91M0.0%+5.6%0.373%
11/14/2024 Fiduciary Trust Co145,302$15.81M0.2%-0.6%0.329%
11/14/2024 BBR Partners LLC32,314$3.52M0.3%-7.3%0.073%
11/13/2024 Townsquare Capital LLC10,048$1.09M0.0%-6.8%0.023%
11/13/2024 FMR LLC13,005$1.42M0.0%+3.7%0.029%
11/13/2024 Elios Financial Group Inc.17,245$1.88M0.9%N/A0.039%
11/13/2024 Bank of Montreal Can60,183$6.53M0.0%+3.0%0.136%
11/13/2024 Diversified LLC17,075$1.86M0.2%-7.1%0.039%
11/13/2024 Brown Brothers Harriman & Co.572$62K0.0%-71.5%0.001%
11/12/2024 Cerity Partners LLC263,827$28.70M0.1%-1.0%0.598%
11/12/2024 Great Valley Advisor Group Inc.2,822$307K0.0%+7.8%0.006%
11/12/2024 Meridian Wealth Management LLC6,468$704K0.0%N/A0.015%
11/12/2024 Allen Capital Group LLC6,823$742K0.1%-12.7%0.015%
11/12/2024 Darden Wealth Group Inc1,907$208K0.1%N/A0.004%
11/12/2024 Investors Research Corp14,902$1.62M0.4%+1.2%0.034%
11/12/2024 Smithfield Trust Co1,875$203K0.0%-6.3%0.004%
11/8/2024 First 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%
11/8/2024 PNC Financial Services Group Inc.29,654$3.23M0.0%-3.2%0.067%
11/8/2024 Spectrum Planning & Advisory Services Inc.3,886$423K0.4%+8.3%0.009%
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11/8/2024 Fifth Third Wealth Advisors LLC58,234$6.34M0.4%+12.8%0.132%
11/8/2024 BIP Wealth LLC7,105$773K0.1%+157.9%0.016%
11/7/2024 Theory Financial LLC2,575$277K0.1%-4.0%0.006%
11/7/2024 EQ LLC4,306$468K0.2%N/A0.010%
11/7/2024 Essential Planning LLC.3,697$402K0.2%-5.4%0.008%
11/7/2024 Thrivent Financial for Lutherans125,975$13.71M0.0%+35.4%0.285%
11/7/2024 Claro Advisors LLC2,408$262K0.0%-9.6%0.005%
11/7/2024 Concord Asset Management LLC VA3,549$386K0.1%-65.3%0.008%
11/6/2024 Accredited Investors Inc.37,834$4.12M0.2%-3.1%0.086%
11/6/2024 OneDigital Investment Advisors LLC5,358$583K0.0%-74.5%0.012%
11/6/2024 Neumann Capital Management LLC36,848$4.01M1.3%+3.8%0.083%
11/6/2024 KBC Group NV3,194$347K0.0%-41.2%0.007%
11/5/2024 Aptus Capital Advisors LLC3,464$377K0.0%-13.1%0.008%
11/5/2024 Savvy Advisors Inc.3,412$371K0.1%+3.4%0.008%
11/5/2024 Mascoma Wealth Management LLC103,787$11.29M2.8%-3.2%0.235%
11/5/2024 Verus Capital Partners LLC3,291$358K0.0%+9.2%0.007%
11/5/2024 GSA Capital Partners LLP3,337$363K0.0%-22.8%0.008%
11/5/2024 Harbour Investments Inc.7,246$788K0.0%-3.2%0.016%
11/5/2024 Keystone Financial Services7,233$787K0.3%-12.8%0.016%
11/4/2024 Bond & Devick Financial Network Inc.10,712$1.17M0.5%-1.1%0.024%
11/4/2024 Maiden Cove Capital LLC4,822$501K1.0%N/A0.011%
11/4/2024 Baker Avenue Asset Management LP17,095$1.86M0.1%-10.3%0.039%
11/4/2024 Axxcess Wealth Management LLC1,860$202K0.0%N/A0.004%
11/4/2024 Sigma 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%
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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%
10/24/2024 Conscious Wealth Investments LLC16,579$1.81M1.2%-1.4%0.038%
(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, 467 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), 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 7,295,730 shares in the last 24 months. This purchase volume represents approximately $626.10M in transactions.

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

Of the 290 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 4,575,154 shares in the last 24 months. This volume of shares sold represents approximately $396.68M in transactions.


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This page (NYSEARCA:DSI) was last updated on 11/21/2024 by MarketBeat.com Staff
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