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iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership

iShares ESG MSCI KLD 400 ETF logo
$96.65 -0.13 (-0.13%)
As of 04:10 PM Eastern
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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)
295
Total
Institutional Inflows
(last 12 months)
$409.09M
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$214.70M
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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
4/17/2025Stanich Group LLC23,398$2.40M1.8%-1.1%0.057%
4/17/2025Dohj LLC49,998$5.12M1.2%+0.2%0.121%
4/16/2025CRA Financial Services LLC2,275$233K0.0%-5.5%0.006%
4/16/2025Wealth Enhancement Advisory Services LLC20,678$2.12M0.0%-13.7%0.050%
4/16/2025Bensler LLC10,146$1.04M0.1%-4.9%0.025%
4/16/2025Neumann Capital Management LLC36,098$3.70M1.3%+0.6%0.087%
4/15/2025 Sapient Capital LLC23,380$2.39M0.0%+1.0%0.057%
4/15/2025 Braun Bostich & Associates Inc.2,394$245K0.2%-4.5%0.006%
4/15/2025 Erickson Financial Group LLC2,488$255K0.2%+12.9%0.006%
4/15/2025 Ulland Investment Advisors LLC6,260$641K0.5%-56.1%0.015%
4/15/2025 Focus Financial Network Inc.12,136$1.24M0.1%-7.8%0.029%
4/15/2025 CX Institutional15,364$1.57M0.1%+21.2%0.037%
4/15/2025 Rockingstone Advisors LLC3,696$379K0.2%-20.1%0.009%
4/15/2025 Gibson Capital LLC25,000$2.56M0.5%-0.4%0.060%
4/15/2025 Simplicity Wealth LLC2,368$242K0.0%N/A0.006%
4/15/2025 Wealthcare Capital Management LLC25,493$2.61M0.3%+6.6%0.062%
4/15/2025 Wealthcare Advisory Partners LLC48,223$4.94M0.1%+15.0%0.117%
4/14/2025 Farther Finance Advisors LLC12,640$1.30M0.0%+35.4%0.031%
4/14/2025 Bangor Savings Bank26,086$2.67M0.3%-4.8%0.063%
4/14/2025 Park Avenue Securities LLC172,260$17.64M0.2%+3.3%0.417%
4/14/2025 SOA Wealth Advisors LLC.12,678$1.30M0.2%-74.2%0.031%
4/14/2025 Miracle Mile Advisors LLC80,881$8.28M0.2%-2.7%0.196%
4/14/2025 Patriot Financial Group Insurance Agency LLC3,984$408K0.1%-6.7%0.010%
4/14/2025 Revolve Wealth Partners LLC17,313$1.77M0.3%+3.9%0.042%
4/14/2025 Charter Oak Capital Management LLC16,557$1.70M0.2%-0.7%0.040%
4/14/2025 Clean Yield Group355$36K0.0%N/A0.001%
4/14/2025 Buttonwood Financial Group LLC4,602$446K0.3%+3.4%0.011%
4/14/2025 Gemmer Asset Management LLC128,546$13.16M1.3%+1.8%0.311%
4/11/2025 First Affirmative Financial Network40,502$4.15M2.5%-35.8%0.098%
4/11/2025 Cranbrook Wealth Management LLC36,218$3.71M0.9%-2.0%0.088%
4/11/2025 MRA Advisory Group2,478$254K0.1%-7.5%0.006%
4/10/2025 Long Run Wealth Advisors LLC9,453$968K0.2%+1.5%0.023%
4/10/2025 Romano Brothers AND Company8,682$889K0.1%+7.5%0.021%
4/10/2025 Bremer Bank National Association4,747$486K0.1%-14.0%0.011%
4/9/2025 RFG Advisory LLC11,521$1.18M0.0%+17.1%0.028%
4/9/2025 Capital Asset Advisory Services LLC2,121$220K0.0%N/A0.005%
4/9/2025 ST Germain D J Co. Inc.48,213$4.94M0.2%+14.3%0.117%
4/9/2025 Merit Financial Group LLC11,930$1.22M0.0%+139.2%0.029%
4/9/2025 Gradient Investments LLC49,618$5.08M0.1%-4.7%0.120%
4/9/2025 Arlington Financial Advisors LLC19,822$2.03M0.4%+1.0%0.048%
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4/8/2025 Boston Standard Wealth Management LLC14,851$1.54M0.3%-2.5%0.036%
4/1/2025 MassMutual Private Wealth & Trust FSB14,708$1.51M0.0%-7.1%0.035%
3/17/2025Wealth Enhancement Advisory Services LLC23,967$2.64M0.0%+42.7%0.057%
3/10/2025Mattson Financial Services LLC467$51K0.0%-23.9%0.001%
3/5/2025Financial Insights Inc.23,867$2.63M1.0%-0.8%0.057%
3/5/2025Copley Financial Group Inc.1,982$219K0.2%-6.0%0.005%
2/27/2025Landaas & Co. WI ADV3,774$416K0.1%+21.7%0.009%
2/26/2025Capital A Wealth Management LLC302$33K0.1%N/A0.001%
2/25/2025Heck Capital Advisors LLC11,811$1.30M0.1%N/A0.027%
2/25/2025Armis Advisers LLC3,272$361K0.0%N/A0.007%
2/24/2025Ameriflex Group Inc.475$53K0.0%N/A0.001%
2/21/2025Ascent Group LLC3,374$372K0.0%-17.2%0.008%
2/18/2025GTS Securities LLC1,841$203K0.0%N/A0.004%
2/18/2025Headinvest LLC49,595$5.47M1.0%+14.4%0.112%
2/18/2025McIlrath & Eck LLC1,158$128K0.0%-9.3%0.003%
2/18/2025Focus Partners Advisor Solutions LLC3,503$386K0.0%N/A0.008%
2/18/2025Continuum Advisory LLC12,083$1.33M0.2%-1.7%0.027%
2/17/2025Waverly Advisors LLC2,314$255K0.0%N/A0.005%
2/17/2025Snowden Capital Advisors LLC27,517$3.03M0.1%-10.3%0.062%
2/17/2025Royal Bank of Canada154,752$17.06M0.0%+11.5%0.351%
2/17/2025Main Street Group LTD9,352$1.03M0.4%+18.2%0.021%
2/17/2025NorthRock Partners LLC9,183$1.01M0.0%N/A0.021%
2/17/2025LifePlan Investment Advisors Inc.5,382$593K0.4%+30.3%0.012%
2/17/2025Investor s Fiduciary Advisor Network LLC27,316$3.01M1.2%N/A0.062%
2/17/2025Guardian Wealth Advisors LLC NC1,013$112K0.0%+74.7%0.002%
2/17/2025Gen Wealth Partners Inc3,179$350K0.2%-18.9%0.007%
2/17/2025Focus Partners Wealth67,307$7.53M0.0%+64.1%0.152%
2/17/2025Francis Financial Inc.102,385$11.29M2.6%-3.5%0.232%
2/17/2025Fiduciary Trust Co143,966$15.87M0.2%-0.9%0.326%
2/17/2025Dunhill Financial LLC119,199$13.14M6.1%-7.1%0.270%
2/17/2025EP Wealth Advisors LLC14,913$1.64M0.0%-1.2%0.034%
2/17/2025Cresset Asset Management LLC25,742$2.84M0.0%-54.3%0.058%
2/17/2025 Capital Advantage Inc.3,321$366K0.1%N/A0.008%
2/17/2025Cetera Investment Advisers139,912$15.43M0.0%-3.2%0.317%
2/17/2025Captrust Financial Advisors144,556$15.94M0.0%-2.1%0.327%
2/17/2025Baird Financial Group Inc.9,824$1.08M0.0%-4.7%0.022%
2/17/2025Baker Avenue Asset Management LP16,671$1.84M0.1%-2.5%0.038%
2/17/2025Bank of America Corp DE1,691,058$186.44M0.0%+8.5%3.830%
2/17/2025BNP Paribas Financial Markets9,842$1.09M0.0%-10.5%0.022%
2/17/2025Ameriprise Financial Inc.940,619$103.70M0.0%-4.3%2.131%
2/17/2025Aptus Capital Advisors LLC17,132$1.89M0.0%+394.6%0.039%
2/17/2025AlTi Global Inc.3,877$427K0.0%-5.3%0.009%
2/14/2025Mercer Global Advisors Inc. ADV112,681$12.42M0.0%-8.7%0.255%
2/14/2025Jane Street Group LLC2,212$244K0.0%N/A0.005%
2/14/2025Comerica Bank72,154$7.96M0.0%+7.2%0.163%
2/14/2025Lido Advisors LLC30,063$3.31M0.0%-0.5%0.068%
2/14/2025Northern Trust Corp13,040$1.44M0.0%-30.5%0.030%
2/14/2025Beacon Pointe Advisors LLC71,661$7.90M0.1%-11.3%0.162%
2/14/2025Mission Creek Capital Partners Inc.5,628$621K0.1%-5.3%0.013%
2/14/2025Johnson Financial Group Inc.54,563$6.11M0.3%+2.5%0.124%
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2/14/2025Capital Analysts LLC2,939$324K0.0%+12.4%0.007%
2/14/2025Kovitz Investment Group Partners LLC47,712$5.26M0.0%+1.9%0.108%
2/14/2025Integrated Wealth Concepts LLC31,736$3.50M0.0%-30.5%0.072%
2/14/2025MGO One Seven LLC11,449$1.26M0.0%-7.0%0.026%
2/14/2025Stifel Financial Corp56,733$6.26M0.0%+35.9%0.129%
2/14/2025OneDigital Investment Advisors LLC4,801$529K0.0%-10.4%0.011%
2/14/2025Tower Research Capital LLC TRC 40,113$4.42M0.1%+10,319.0%0.091%
2/14/2025Transce3nd LLC349$38K0.0%N/A0.001%
2/14/2025MML Investors Services LLC116,698$12.87M0.0%-9.7%0.264%
2/14/2025First Trust Advisors LP1,966$217K0.0%N/A0.004%
(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, 539 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 8,142,549 shares in the last 24 months. This purchase volume represents approximately $781.68M in transactions.

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

Of the 330 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 4,981,232 shares in the last 24 months. This volume of shares sold represents approximately $456.54M in transactions.


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This page (NYSEARCA:DSI) was last updated on 4/17/2025 by MarketBeat.com Staff
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