ISHARES MSCI KLD 400 SOCIAL (DSI) Institutional Ownership Changes & 13F Activity

ISHARES MSCI KLD 400 SOCIAL (DSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Goldman Sachs Group Inc, Ameritas Advisory Services, Llc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-32,644-1.8%1,741,833$248.02MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-7,119-2.2%318,940$45.41MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+291+4.2%7,206$1.03MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+140—140$19.93KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+19,076+50.5%56,840$8.09MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+1,660—1,660$236.37KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-47,858-77.5%13,893$1.98MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-297-12.6%2,055$292.61KQ2 2026Aug 26, 2026
Financial Insights, Inc.Sell-427-3.0%13,724$1.95MQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+27,933+41.8%94,728$13.49MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+141+46.4%445$63.36KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+953+0.7%146,353$20.84MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+445—445$63.36KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+5,067—5,067$721.49KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-4,957-14.6%28,901$4.12MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-885-3.0%28,329$4.03MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+877+96.3%1,788$254.66KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+797,286—797,286$117.06MQ2 2026Aug 14, 2026
Bank Of America CorpSell-85,578-5.7%1,405,229$200.09MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+51,880+21.0%298,963$42.57MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+50,666+53.0%146,299$20.83MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+46,125+35.9%174,483$24.85MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+21,486+119.4%39,487$5.62MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-16,132-9.1%160,692$22.88MQ2 2026Aug 14, 2026
National Philanthropic TrustSell-15,597-9.5%148,426$21.13MQ2 2026Aug 14, 2026
Colter Lewis Investment Partners LlcBuy+15,515—15,515$2.21MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,027—14,027$2.00MQ2 2026Aug 14, 2026
Betterment LlcSell-11,827-3.4%337,922$48.12MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+10,305+36.4%38,643$5.35MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+9,169+10.9%93,250$13.25MQ2 2026Aug 14, 2026
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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.