ISHARES MSCI KLD 400 SOCIAL (DSI) Stock Institutional Trading Activity


ISHARES MSCI KLD 400 SOCIAL (DSI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and Wedgewood Partners. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Renaissance Technologies LLCSell-1,6008,500$1,095,055
Q3 2025Renaissance Technologies LLCBuy6,60010,100$1,272,095
Q3 2025Sequoia Financial AdvisorsSell-6413,974$1,760,026
Q2 2025Matrix Private Capital GroupSell-501,640$190,502
Q2 2025Renaissance Technologies LLCBuy1,2003,500$406,560
Q2 2025Sequoia Financial AdvisorsSell-51914,038$1,630,655
Q1 2025Renaissance Technologies LLCSell-12,8002,300$235,543
Q1 2025Sequoia Financial AdvisorsSell-69614,557$1,490,783
Q4 2024Renaissance Technologies LLCBuy9,50015,100$1,664,775
Q4 2024Sequoia Financial AdvisorsSell-2,48015,253$1,681,644
Q3 2024Matrix Private Capital GroupBuy6681,690$183,855
Q3 2024Renaissance Technologies LLCSell-1,8005,600$609,224
Q3 2024Sequoia Financial AdvisorsSell-51417,733$1,929,174
Q2 2024Renaissance Technologies LLCSell-6,3007,400$768,490
Q2 2024Sequoia Financial AdvisorsSell-25018,247$1,894,951
Q1 2024Renaissance Technologies LLCSell-3,80013,700$1,381
Q1 2024Sequoia Financial AdvisorsSell-1,17718,497$1,864,683
Q4 2023Renaissance Technologies LLCBuy10,20017,500$1,593
Q4 2023Sequoia Financial AdvisorsBuy16,81319,674$1,791,318
Q3 2023Renaissance Technologies LLCBuy2,5007,300$594
Q2 2023Renaissance Technologies LLCSell-15,8004,800$404
Q4 2022Sequoia Financial AdvisorsSell-5892,861$205,391
Q4 2021Renaissance Technologies LLCBuy14,10020,600$1,914
Q3 2021Renaissance Technologies LLCBuy4,8006,500$541
Q4 2020Matrix Private Capital GroupBuy5111,022$73
Q4 2020Sequoia Financial AdvisorsBuy1,7253,450$247
Q3 2020Sequoia Financial AdvisorsBuy1,7251,725$221
Q2 2020Renaissance Technologies LLCSell-3,2001,700$201
Q2 2020Sequoia Financial AdvisorsSell-1,9590$204
Q4 2019Matrix Private Capital GroupBuy511511$61

Frequently asked questions about DSI activity

  • Which institutional owners are buying DSI?

    Institutional owners buying DSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DSI activity?

    "Buy" means an investor increased their reported position in DSI compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI KLD 400 SOCIAL (DSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DSI increasing?

    Institutional interest in DSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.