Who Owns DSI?
iShares ESG MSCI KLD 400 ETF — Institutional Ownership & 13F Holdings
$134.51
-0.80 (-0.59%)
Market Cap
$5.0B
Shares Outstanding
34,330,533
Institutional Holders
537
Total Inst. Value
$1.9B
% of Float Held
—
QoQ Holder Change
+203
Institutional data as of Q1 2025
New Positions
115
Closed Positions
37
Increased
148
Decreased
182
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $399.8M | 3,903,807 |
| 2 | BANK OF AMERICA CORP /DE/ | $147.9M | 1,444,324 |
| 3 | JPMORGAN CHASE & CO | $127.1M | 1,240,769 |
| 4 | Bank of New York Mellon Corp | $113.7M | 1,110,053 |
| 5 | AMERIPRISE FINANCIAL INC | $101.3M | 989,124 |
| 6 | UBS Group AG | $47.5M | 464,252 |
| 7 | IMA Advisory Services, Inc. | $42.5M | 416,825 |
| 8 | Betterment LLC | $42.0M | 409,944 |
| 9 | US BANCORP \DE\ | $35.2M | 343,418 |
| 10 | SEI INVESTMENTS CO | $28.5M | 277,866 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bank of New York Mellon Corp | +90K | $113.7M |
| AMERIPRISE FINANCIAL INC | +49K | $101.3M |
| Rockefeller Capital Management L.P. | +84K | $28.0M |
| GOLDMAN SACHS GROUP INC | +18K | $27.6M |
| RAYMOND JAMES FINANCIAL INC | +7K | $20.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -849K | $399.8M |
| IMA Advisory Services, Inc. | -435K | $42.5M |
| Brooklyn FI, LLC | -390K | $632K |
| BANK OF AMERICA CORP /DE/ | -247K | $147.9M |
| JPMORGAN CHASE & CO | -150K | $127.1M |
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Frequently Asked Questions
How many institutional investors hold DSI?
As of Q1 2025, 537 institutional investors report holding DSI (iShares ESG MSCI KLD 400 ETF) in their 13F filings.
Which hedge fund owns the most DSI?
The largest institutional holder of DSI is MORGAN STANLEY with $399.8M in shares.
Are institutions buying or selling DSI?
This quarter, 115 institutions opened new positions in DSI and 37 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.