Who Owns iShares ESG MSCI KLD 400 ETF (DSI)?Hedge Fund & Institutional Holders

$123.78-0.79 (-0.63%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$91.62$101.83$112.04$122.25$132.46Sep 24Jun 25Mar 26

DSI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+308K+$214.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+220K+$28.0B
NORTHSTAR ASSET MANAGEMENT INCNew Position+102K+$13.2B
PFG Investments, LLCNew Position+93K+$12.0B
Francis Financial, Inc.New Position+93K+$12.0B
Fifth Third Wealth Advisors LLCNew Position+73K+$9.4B
TRILLIUM ASSET MANAGEMENT, LLCIncreased+59K+$7.2B
ASPIRIANT, LLCNew Position+55K+$7.1B
Johnson Financial Group, Inc.Increased+41K+$5.4B
Litman Gregory Wealth Management LLCNew Position+40K+$5.0B
Focus Partners WealthIncreased+40K+$5.0B
Moment Partners, LLCNew Position+37K+$4.8B
Neumann Capital Management, LLCNew Position+36K+$4.7B
Columbia BankNew Position+35K+$4.5B
Laurel Wealth Planning LLCNew Position+34K+$4.4B

DSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-4K-$22.9B
First Affirmative Financial NetworkClosed Position-85K-$10.3B
Kovitz Investment Group Partners, LLCClosed Position-47K-$6.0B
Wealthspire Advisors, LLCDecreased-34K-$4.8B
Integrated Wealth Concepts LLCDecreased-20K-$4.5B
&PARTNERSDecreased-470-$4.3B
McClarren Financial Advisors, Inc.Decreased-9K-$4.3B
Allworth Financial LPDecreased-4K-$3.2B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-988-$2.8B
CITADEL ADVISORS LLCClosed Position-22K-$2.8B
JPMORGAN CHASE & CODecreased-17K-$2.3B
PITCAIRN COClosed Position-18K-$2.3B
OSAIC HOLDINGS, INC.Decreased-10K-$1.8B
Caldwell Trust CoDecreased-19K-$1.6B
GOLDMAN SACHS GROUP INCDecreased-8K-$1.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC862,345$111.0B0.03%Share
2BANK OF AMERICA CORP /DE/838,494$108.0B0.01%Share
3JPMORGAN CHASE & CO576,620$74.0B0.00%Share
4BANK OF AMERICA CORP /DE/523,848$67.0B0.00%Share
5UBS Group AG416,086$53.6B0.01%Share
6US BANCORP \DE\319,344$41.1B0.05%Share
7BANK OF AMERICA CORP /DE/316,690$40.0B0.00%Share
8JPMORGAN CHASE & CO307,153$39.0B0.00%Share
9SEI INVESTMENTS CO285,122$36.0B0.04%Share
10COMMONWEALTH EQUITY SERVICES, LLC219,699$28.0B0.04%Share
11Rockefeller Capital Management L.P.215,110$27.0B0.05%Share
12JPMORGAN CHASE & CO193,291$24.0B0.00%Share
13GOLDMAN SACHS GROUP INC191,119$24.0B0.00%Share
14ROYAL BANK OF CANADA142,841$18.0B0.00%Share
15Focus Partners Wealth142,366$18.0B0.02%Share
16RAYMOND JAMES FINANCIAL INC138,071$17.0B0.01%Share
17TRILLIUM ASSET MANAGEMENT, LLC136,825$17.0B0.52%Share
18WELLS FARGO & COMPANY/MN139,684$17.0B0.00%Share
19FIDUCIARY TRUST CO135,975$17.0B0.19%Share
20OSAIC HOLDINGS, INC.126,610$16.0B0.02%Share
21JPMORGAN CHASE & CO120,686$15.0B0.00%Share
22WELLS FARGO & COMPANY/MN114,386$14.0B0.00%Share
23NORTHSTAR ASSET MANAGEMENT INC102,389$13.2B3.41%Share
24PFG Investments, LLC93,481$12.0B0.57%Share
25Francis Financial, Inc.92,853$12.0B2.34%Share
26Johnson Financial Group, Inc.91,161$11.7B0.44%Share
27Private Advisor Group, LLC91,061$11.0B0.05%Share
28Rockefeller Capital Management L.P.81,958$10.0B0.02%Share
29Fifth Third Wealth Advisors LLC72,741$9.4B0.33%Share
30SCS Capital Management LLC69,138$8.9B0.09%Share
31ST GERMAIN D J CO INC59,461$7.7B0.30%Share
32Dunhill Financial, LLC58,475$7.5B1.84%Share
33ASPIRIANT, LLC54,846$7.1B0.20%Share
34BANK OF MONTREAL /CAN/61,630$7.0B0.00%Share
35RAYMOND JAMES FINANCIAL INC56,670$7.0B0.00%Share
36MERCER GLOBAL ADVISORS INC /ADV61,773$7.0B0.01%Share
37ASSETMARK, INC51,873$6.7B0.01%Share
38Wealthcare Advisory Partners LLC47,358$6.1B0.12%Share
39ALLIANZ SE53,354$6.0B0.08%Share
40Gilbert Capital Group, Inc.43,886$5.7B4.25%Share
41Gradient Investments LLC43,751$5.6B0.09%Share
42BBR PARTNERS, LLC42,474$5.5B0.29%Share
43COMERICA BANK38,881$5.0B0.02%Share
44Litman Gregory Wealth Management LLC40,142$5.0B0.37%Share
45ROYAL BANK OF CANADA45,033$5.0B0.00%Share
46STIFEL FINANCIAL CORP43,149$5.0B0.00%Share
47Moment Partners, LLC37,063$4.8B0.98%Share
48Neumann Capital Management, LLC36,198$4.7B1.35%Share
49Cranbrook Wealth Management, LLC35,085$4.5B0.89%Share
50Diversified Enterprises, LLC34,870$4.5B0.27%Share

DSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025598$1.3T+289
Q3 2025309$1.2T-207
Q2 2025516$1.7T-22
Q1 2025538$1.9T+77
Q4 2024461$657.0T+90
Q3 2024371$1090.1T+18
Q2 2024353$970.8T+18
Q1 2024335$385.4T—

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As of Q4 2025, 50 institutional investors hold DSI (iShares ESG MSCI KLD 400 ETF). The largest holder is AMERIPRISE FINANCIAL INC with $111.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DSI?

As of Q4 2025, 50 institutional investors report holding DSI (iShares ESG MSCI KLD 400 ETF) in their 13F filings.

Who is the largest institutional holder of DSI?

The largest institutional holder of DSI is AMERIPRISE FINANCIAL INC with $111.0B in shares.

Is institutional ownership of DSI increasing or decreasing?

This quarter, 11 institutions opened new positions in DSI and 4 closed their positions.