iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2026 (June 30)637holders +42
58new positions
18sold out
2famous investors
$142.38avg. 13F price*
At the end of Q2 2026, 637 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 42 from Q1 2026. 58 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($602.6M), Envestnet Asset Management Inc. ($248.0M) and Bank of America Corp. ($200.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $25.1M |
| Exits | 18 | $11.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,005,538 shares bought and 766,560 shares sold, net +238,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Morgan Stanley | 0.03% | Add +6.5% | 4,231,965 | $602.6M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.8% | 1,741,833 | $248.0M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 1,405,229 | $200.1M |
| LPL Financial LLC | 0.04% | Reduce -0.3% | 1,229,365 | $175.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.9% | 1,193,065 | $169.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,156,395 | $163.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.5% | 797,286 | $117.1M |
| IMA Advisory Services, Inc. | 3.95% | Add +7.8% | 444,726 | $63.0M |
| UBS Group AG | 0.01% | Reduce -2.1% | 407,533 | $58.0M |
| Betterment LLC | 0.08% | Reduce -3.4% | 337,922 | $48.1M |
| Mariner, LLC | 0.05% | Add +0.4% | 335,917 | $47.8M |
| US Bancorp \de | 0.05% | Reduce -0.1% | 322,658 | $45.9M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -2.2% | 318,940 | $45.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.6% | 302,319 | $43.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.0% | 298,963 | $42.6M |
| Sei Investments Co. | 0.04% | Reduce -0.9% | 280,073 | $39.9M |
| Northstar Asset Management Inc. | 11.68% | Add +31.9% | 279,901 | $39.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.5% | 227,210 | $32.4M |
| Global Retirement Partners, LLC | 0.48% | — | 221,547 | $31.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 214,635 | $30.6M |
| Creative Planning | 0.02% | Reduce -2.5% | 210,927 | $30.0M |
| Cetera Investment Advisers | 0.03% | Add +0.6% | 204,758 | $29.2M |
| Captrust Financial Advisors | 0.04% | Add +1.9% | 177,439 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 176,795 | $25.2M |
| Osaic Holdings, Inc. | 0.03% | Add +35.9% | 174,483 | $24.8M |
| Cerity Partners LLC | 0.03% | Reduce -0.0% | 163,637 | $23.3M |
| Park Avenue Securities LLC | 0.15% | Reduce -2.1% | 163,472 | $23.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 160,692 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +0.2% | 157,186 | $22.4M |
| National Philanthropic Trust | 0.31% | Reduce -9.5% | 148,426 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +0.7% | 146,353 | $20.8M |
| Ameritas Advisory Services, LLC | 0.42% | Add +53.0% | 146,299 | $20.8M |
| Gemmer Asset Management LLC | 1.33% | Add +0.6% | 139,453 | $19.9M |
| Focus Partners Wealth | 0.02% | Add +0.5% | 137,461 | $19.6M |
| Fiduciary Trust Co | 0.20% | Reduce -5.5% | 129,159 | $18.4M |
| Manchester Capital Management LLC | 2.38% | Reduce -4.8% | 128,700 | $18.3M |
| Johnson Financial Group, Inc. | 0.52% | Reduce -1.8% | 111,675 | $15.9M |
| MML Investors Services, LLC | 0.03% | Add +16.5% | 103,448 | $14.7M |
| PFG Investments, LLC | 0.54% | Add +1.8% | 97,760 | $13.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 96,438 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +41.8% | 94,728 | $13.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +10.9% | 93,250 | $13.3M |
| Francis Financial, Inc. | 2.11% | Reduce -1.2% | 90,492 | $12.9M |
| Natural Investments, LLC | 2.77% | Reduce -9.6% | 88,429 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.7% | 85,793 | $12.2M |
| Mascoma Wealth Management LLC | 2.02% | Add +5.4% | 76,421 | $10.9M |
| Trillium Asset Management, LLC | 0.31% | Reduce -46.6% | 70,793 | $10.1M |
| Fifth Third Bancorp | 0.02% | Reduce -0.1% | 70,077 | $10.0M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $9.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.5% | 68,173 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.1% | 66,537 | $9.5M |
| Bank of Montreal | 0.00% | Add +0.6% | 64,692 | $9.2M |
| Composition Wealth, LLC | 0.11% | Reduce -10.8% | 63,094 | $9.0M |
| Brio Consultants, LLC | 1.04% | Reduce -0.6% | 62,504 | $8.9M |
| St Germain D J Co. Inc. | 0.32% | Add +1.6% | 62,499 | $8.9M |
| Allianz SE | 0.09% | Add +6.7% | 61,222 | $8.7M |
| Strategic Point Investment Advisors, LLC | 1.06% | Add +1.8% | 57,179 | $8.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +50.5% | 56,840 | $8.1M |
| Perigon Wealth Management, LLC | 0.13% | Add +2.1% | 56,065 | $8.0M |
| Aspiriant, LLC | 0.19% | Add +0.3% | 54,986 | $7.8M |
| Headinvest, LLC | 1.46% | Reduce -0.3% | 54,789 | $7.8M |
| Advisory Services Network, LLC | 0.09% | Reduce -10.1% | 54,735 | $7.8M |
| Choreo, LLC | 0.08% | Reduce -3.5% | 53,521 | $7.6M |
| Sofi Wealth, LLC | 0.30% | Add +21.6% | 52,019 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.7% | 50,722 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +7.3% | 49,560 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 46,578 | $6.6M |
| Gradient Investments LLC | 0.09% | Add +4.0% | 44,958 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +82.7% | 44,834 | $6.4M |
| Dunhill Financial, LLC | 1.30% | Reduce -14.9% | 44,668 | $6.4M |
| Assetmark, Inc. | 0.01% | Reduce -3.9% | 43,915 | $6.3M |
| Gilbert Capital Group, Inc. | 4.14% | Reduce -2.1% | 41,527 | $5.9M |
| Avise Financial Cooperative, Inc. | 4.10% | Reduce -10.0% | 40,390 | $5.8M |
| Columbia Bank | 1.27% | Add +12.5% | 39,864 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +119.4% | 39,487 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +36.4% | 38,643 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.6% | 37,363 | $5.3M |
| Wealthfront Advisers LLC | 0.01% | Add +16.8% | 36,839 | $5.2M |
| One Wealth Advisors, LLC | 0.58% | Reduce -0.2% | 36,755 | $5.2M |
| Moment Partners, LLC | 0.93% | Reduce -1.3% | 36,426 | $5.2M |
| Neumann Capital Management, LLC | 3.32% | Reduce -0.6% | 35,201 | $5.0M |
| Diversified Enterprises, LLC | 0.24% | Reduce -1.0% | 35,137 | $5.0M |
| Cranbrook Wealth Management, LLC | 0.92% | Reduce -1.4% | 34,699 | $4.9M |
| McClarren Financial Advisors, Inc. | 2.54% | Add +3.3% | 34,476 | $4.9M |
| GeoWealth Management, LLC | 0.15% | Add +23.4% | 33,636 | $4.8M |
| &partners | 0.02% | Add +0.1% | 33,404 | $4.8M |
| Laurel Wealth Planning LLC | 2.10% | Reduce -2.1% | 33,390 | $4.8M |
| SageView Advisory Group, LLC | 0.15% | Reduce -17.0% | 32,487 | $4.6M |
| Childress Capital Advisors, LLC | 0.75% | Reduce -1.0% | 32,101 | $4.6M |
| Bailard, Inc. | 0.09% | Reduce -0.6% | 31,664 | $4.5M |
| Erste Asset Management GmbH | 0.03% | No change | 36,621 | $4.5M |
| Pennsylvania Capital Management Inc. | 1.13% | Add +18.9% | 31,148 | $4.4M |
| True Blue Financial, LLC | 1.86% | Add +1.4% | 30,923 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +127.1% | 30,473 | $4.4M |
| FMR LLC | 0.00% | Add +5.8% | 30,371 | $4.3M |
| Forbes J M & Co. LLP | 0.33% | Add +0.8% | 29,548 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.9% | 29,530 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 29,053 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -14.6% | 28,901 | $4.1M |
| BBR Partners, LLC | 0.19% | Reduce -3.2% | 28,552 | $4.1M |
"% of holder's portfolio" is DSI's weight in each manager's 13F, not the share of iShares ESG MSCI KLD 400 ETF the manager owns.