ISHARES MSCI KLD 400 SOCIAL (DSI) Institutional Ownership and Insiders Activity
ISHARES MSCI KLD 400 SOCIAL (DSI) is widely held by institutional investors, with 623 firms reporting positions valued at approximately $3.44B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $602.59M in DSI holdings in its latest filing.
Institutional Holders
623
Total Reported Value
$3.44B
Largest Holder
Morgan Stanley
Largest Position
$602.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
38
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$602.59M
- Envestnet Asset Management Inc$248.02M
- Bank Of America Corp$200.09M
- Lpl Financial Llc$175.05M
- Bank Of New York Mellon Corp$169.88M
DSI News
All news- Dudley & Shanley Q3 2026 Portfolio Changes: Focus on Buys
Oct 7, 2026 · valut.ai
- Ima Advisory Services: Recent Portfolio Activity Analysis
Aug 11, 2026 · valut.ai
- Dudley & Shanley Inc.: Recent Investment Activity Analysis (Q2)
Jul 11, 2026 · valut.ai