ISHARES MSCI KLD 400 SOCIAL (DSI) Institutional Shareholders
ISHARES MSCI KLD 400 SOCIAL (DSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.83B in DSI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DSI tracked by InsiderSet, reporting ownership valued at approximately $481.33M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $561.84M, representing an estimated gain of +16.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed DSI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Envestnet Asset Management Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MSCI KLD 400 SOCIAL (DSI).
This page ranks the largest institutional DSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
599
Total Reported Value
$2.83B
Largest Holder
Morgan Stanley
Largest Position
$481.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 3,971,726 | $481,333,660 | $561,840,360 | +$80,506,700 | +16.73% | |
| Envestnet Asset Management Inc | 0.06% | 1,741,833 | $248,019,578 | $246,399,696 | -$1,619,882 | -0.65% | |
| Bank Of America Corp | 0.01% | 1,490,807 | $180,670,932 | $210,889,558 | +$30,218,626 | +16.73% | |
| Bank Of New York Mellon Corp | 0.03% | 1,254,533 | $152,036,843 | $177,466,238 | +$25,429,395 | +16.73% | |
| Lpl Financial Llc | 0.04% | 1,232,859 | $149,410,217 | $174,400,234 | +$24,990,017 | +16.73% | |
| Ameriprise Financial Inc | 0.02% | 834,824 | $101,147,532 | $118,094,203 | +$16,946,671 | +16.75% | |
| Ubs Group Ag | 0.01% | 416,264 | $50,447,034 | $58,884,705 | +$8,437,671 | +16.73% | |
| Ima Advisory Services, Inc. | 4.86% | 412,576 | $49,742,890 | $58,363,001 | +$8,620,111 | +17.33% | |
| Envestnet Portfolio Solutions, Inc. | 0.22% | 318,940 | $45,413,843 | $45,117,252 | -$296,591 | -0.65% | |
| Mariner, Llc | 0.05% | 334,677 | $40,559,406 | $47,343,408 | +$6,784,002 | +16.73% | |
| Northstar Asset Management Inc | 11.68% | 279,901 | $39,855,103 | $39,594,795 | -$260,308 | -0.65% | |
| Us Bancorp \De\ | 0.05% | 323,131 | $39,160,245 | $45,710,111 | +$6,549,866 | +16.73% | |
| Rockefeller Capital Management L.P. | 0.06% | 300,562 | $36,425,213 | $42,517,501 | +$6,092,288 | +16.73% | |
| Sei Investments Co | 0.03% | 282,552 | $34,242,480 | $39,969,806 | +$5,727,326 | +16.73% | |
| Commonwealth Equity Services, Llc | 0.04% | 227,210 | $32,352,416 | $32,141,127 | -$211,289 | -0.65% | |
| Goldman Sachs Group Inc | 0.00% | 247,083 | $29,943,989 | $34,952,361 | +$5,008,372 | +16.73% | |
| Wells Fargo & Company/Mn | 0.01% | 221,434 | $26,835,580 | $31,324,054 | +$4,488,474 | +16.73% | |
| Creative Planning | 0.02% | 216,456 | $26,232,333 | $30,619,866 | +$4,387,533 | +16.73% | |
| Cetera Investment Advisers | 0.03% | 203,543 | $24,667,326 | $28,793,193 | +$4,125,867 | +16.73% | |
| Truist Financial Corp | 0.03% | 157,186 | $22,381,697 | $22,235,532 | -$146,165 | -0.65% | |
| Royal Bank Of Canada | 0.00% | 176,824 | $21,429,000 | $25,013,523 | +$3,584,523 | +16.73% | |
| Raymond James Financial Inc | 0.01% | 174,241 | $21,116,207 | $24,648,132 | +$3,531,925 | +16.73% | |
| Captrust Financial Advisors | 0.04% | 174,144 | $21,104,516 | $24,634,410 | +$3,529,894 | +16.73% | |
| Gemmer Asset Management Llc | 1.33% | 139,453 | $19,856,728 | $19,727,021 | -$129,707 | -0.65% | |
| Cerity Partners Llc | 0.03% | 163,687 | $19,837,337 | $23,155,163 | +$3,317,826 | +16.73% | |
| Beacon Pointe Advisors, Llc | 0.09% | 145,400 | $17,621,077 | $20,568,284 | +$2,947,207 | +16.73% | |
| Focus Partners Wealth | 0.02% | 136,822 | $16,602,879 | $19,354,840 | +$2,751,961 | +16.58% | |
| Fiduciary Trust Co | 0.20% | 136,725 | $16,569,703 | $19,341,119 | +$2,771,416 | +16.73% | |
| Manchester Capital Management Llc | 2.36% | 135,121 | $16,375,314 | $19,114,217 | +$2,738,903 | +16.73% | |
| National Philanthropic Trust | 0.43% | 177,223 | $16,136,154 | $25,069,966 | +$8,933,812 | +55.37% | |
| Osaic Holdings, Inc. | 0.02% | 128,358 | $15,562,026 | $18,157,523 | +$2,595,497 | +16.68% | |
| Atlasmark Financial, Inc | 0.80% | 172,751 | $15,199,108 | $24,437,356 | +$9,238,248 | +60.78% | |
| Pfg Investments, Llc | 0.54% | 97,760 | $13,920,012 | $13,829,130 | -$90,882 | -0.65% | |
| Johnson Financial Group, Inc. | 0.50% | 113,725 | $13,782,334 | $16,087,539 | +$2,305,205 | +16.73% | |
| Private Advisor Group, Llc | 0.06% | 85,793 | $12,216,061 | $12,136,278 | -$79,783 | -0.65% | |
| Ameritas Advisory Services, Llc | 0.45% | 95,633 | $11,589,779 | $13,528,244 | +$1,938,465 | +16.73% | |
| Hightower Advisors, Llc | 0.01% | 92,336 | $11,190,362 | $13,061,851 | +$1,871,489 | +16.72% | |
| Francis Financial, Inc. | 2.06% | 91,578 | $11,098,281 | $12,954,624 | +$1,856,343 | +16.73% | |
| Mascoma Wealth Management Llc | 2.02% | 76,421 | $10,881,602 | $10,810,515 | -$71,087 | -0.65% | |
| Mml Investors Services, Llc | 0.03% | 88,810 | $10,762,843 | $12,563,063 | +$1,800,220 | +16.73% | |
| Trillium Asset Management, Llc | 0.32% | 132,556 | $9,546,171 | $18,751,372 | +$9,205,201 | +96.43% | |
| Composition Wealth, Llc | 0.11% | 63,094 | $8,983,959 | $8,925,277 | -$58,682 | -0.65% | |
| St Germain D J Co Inc | 0.32% | 62,499 | $8,899,233 | $8,841,109 | -$58,124 | -0.65% | |
| Brio Consultants, Llc | 1.05% | 62,899 | $8,564,281 | $8,897,693 | +$333,412 | +3.89% | |
| Fifth Third Bancorp | 0.02% | 70,112 | $8,496,835 | $9,918,044 | +$1,421,209 | +16.73% | |
| Scs Capital Management Llc | 0.09% | 69,138 | $8,378,841 | $9,780,261 | +$1,401,420 | +16.73% | |
| Cwm, Llc | 0.02% | 68,193 | $8,264,312 | $9,646,582 | +$1,382,270 | +16.73% | |
| Strategic Point Investment Advisors, Llc | 1.06% | 57,179 | $8,141,718 | $8,088,541 | -$53,177 | -0.65% | |
| Mercer Global Advisors Inc | 0.01% | 66,795 | $8,094,931 | $9,448,821 | +$1,353,890 | +16.73% | |
| Aspiriant, Llc | 0.19% | 54,986 | $7,829,456 | $7,778,320 | -$51,136 | -0.65% |
Frequently asked questions about DSI
Who owns the most DSI stock?
The largest holders of DSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI KLD 400 SOCIAL (DSI).
Is DSI widely held by superinvestors?
Many widely followed stocks like DSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.