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 2019Renaissance Technologies LLCBuy1,6004,900$589
Q2 2019Renaissance Technologies LLCBuy3,3003,300$361
Q1 2019Sequoia Financial AdvisorsBuy1,9591,959$207
Q2 2015Wedgewood PartnersBuy3,7653,765$286

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.