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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -32,644 | -1.8% | 1,741,833 | $248.02M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -7,119 | -2.2% | 318,940 | $45.41M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +291 | +4.2% | 7,206 | $1.03M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +140 | — | 140 | $19.93K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +19,076 | +50.5% | 56,840 | $8.09M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +1,660 | — | 1,660 | $236.37K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -47,858 | -77.5% | 13,893 | $1.98M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -297 | -12.6% | 2,055 | $292.61K | Q2 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -427 | -3.0% | 13,724 | $1.95M | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Buy | +27,933 | +41.8% | 94,728 | $13.49M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +141 | +46.4% | 445 | $63.36K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +953 | +0.7% | 146,353 | $20.84M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +445 | — | 445 | $63.36K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +5,067 | — | 5,067 | $721.49K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -4,957 | -14.6% | 28,901 | $4.12M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -885 | -3.0% | 28,329 | $4.03M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +877 | +96.3% | 1,788 | $254.66K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +797,286 | — | 797,286 | $117.06M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -85,578 | -5.7% | 1,405,229 | $200.09M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +51,880 | +21.0% | 298,963 | $42.57M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +50,666 | +53.0% | 146,299 | $20.83M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +46,125 | +35.9% | 174,483 | $24.85M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +21,486 | +119.4% | 39,487 | $5.62M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -16,132 | -9.1% | 160,692 | $22.88M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Sell | -15,597 | -9.5% | 148,426 | $21.13M | Q2 2026 | Aug 14, 2026 |
| Colter Lewis Investment Partners Llc | Buy | +15,515 | — | 15,515 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +14,027 | — | 14,027 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -11,827 | -3.4% | 337,922 | $48.12M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +10,305 | +36.4% | 38,643 | $5.35M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +9,169 | +10.9% | 93,250 | $13.25M | Q2 2026 | Aug 14, 2026 |
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.