Ishares Msci Kld 400 Social (DSI) Held by Superinvestors
ISHARES MSCI KLD 400 SOCIAL (DSI) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $3.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of DSI tracked by InsiderSet, reporting ownership valued at approximately $2.03M in its June 30, 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 $2.13M, representing an estimated gain of +4.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DSI value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.01% | 14,238 | $2,027,349 | $2,125,022 | +$97,673 | +4.82% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 5,500 | $783,145 | $820,875 | +$37,730 | +4.82% |
| Matrix Private Capital Group | Richard S. Fuld | 0.10% | 1,540 | $219,281 | $229,845 | +$10,564 | +4.82% |
Frequently asked questions about DSI
Who are the largest superinvestors holding DSI?
The largest superinvestors holding DSI in the latest SEC Form 13F filings include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group. InsiderSet ranks these superinvestors by their latest reported DSI position.
What does the DSI superinvestors page include?
This page tracks DSI positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ISHARES MSCI KLD 400 SOCIAL (DSI) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold DSI?
InsiderSet currently tracks 3 superinvestors reporting DSI holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own DSI.
How much DSI stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $3.03M in DSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were DSI superinvestor holdings last updated?
The latest DSI superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor DSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its DSI position after the reporting date.
Are superinvestors buying or selling DSI?
Buying and selling can be analyzed by comparing DSI positions across consecutive 13F reporting periods. InsiderSet's DSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSI ownership changes.
How have superinvestor DSI holdings changed over time?
InsiderSet tracks DSI holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.