iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2024 (June 30)521holders +16
36new positions
25sold out
1famous investor
$103.82avg. 13F price*
At the end of Q2 2024, 521 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 16 from Q1 2024. 36 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($494.8M), Envestnet Asset Management Inc. ($251.3M) and Bank of America Corp. ($169.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $23.5M |
| Exits | 25 | $18.6M |
All 13F filers, Q1 2024 → Q2 2024: 987,886 shares bought and 758,106 shares sold, net +229,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| Morgan Stanley | 0.04% | Add +4.7% | 4,764,450 | $494.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +0.1% | 2,419,750 | $251.3M |
| Bank of America Corp. | 0.02% | Add +4.3% | 1,632,633 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.1% | 1,547,394 | $160.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.5% | 1,000,862 | $103.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 949,231 | $98.6M |
| LPL Financial LLC | 0.04% | Add +2.4% | 833,826 | $86.6M |
| Syntrinsic LLC | 27.72% | Add +1.7% | 804,959 | $83.5M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -0.7% | 697,971 | $72.5M |
| UBS Group AG | 0.02% | Reduce -5.9% | 492,226 | $51.1M |
| Betterment LLC | 0.12% | Reduce -8.8% | 447,015 | $46.4M |
| Mariner, LLC | 0.06% | Add +1.3% | 304,195 | $31.6M |
| Sei Investments Co. | 0.04% | Reduce -10.8% | 275,690 | $28.6M |
| National Philanthropic Trust | 0.53% | Add +2.5% | 267,021 | $27.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.4% | 266,602 | $27.7M |
| Cerity Partners LLC | 0.08% | Add +1.4% | 266,486 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 260,983 | $27.1M |
| Osaic Holdings, Inc. | 0.06% | Add +16.2% | 245,309 | $25.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.9% | 217,580 | $22.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.8% | 204,946 | $21.3M |
| Park Avenue Securities LLC | 0.25% | Add +1.4% | 198,196 | $20.6M |
| Creative Planning | 0.02% | Reduce -1.5% | 185,675 | $19.3M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 175,647 | $18.2M |
| Dunhill Financial, LLC | 10.70% | Reduce -5.4% | 165,970 | $17.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.0% | 155,801 | $16.2M |
| Cetera Investment Advisers | 0.04% | Reduce -0.9% | 150,392 | $15.6M |
| Captrust Financial Advisors | 0.05% | Add +3.2% | 150,085 | $15.6M |
| MML Investors Services, LLC | 0.06% | Reduce -5.0% | 149,931 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 146,947 | $15.3M |
| Fiduciary Trust Co | 0.23% | Reduce -0.3% | 146,169 | $15.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -1.8% | 133,233 | $13.8M |
| Ameritas Advisory Services, LLC | 0.51% | Add +4.7% | 130,814 | $13.6M |
| Cwm, LLC | 0.06% | Reduce -18.0% | 127,073 | $13.2M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.0% | 126,982 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +31.5% | 125,919 | $13.1M |
| Francis Financial, Inc. | 3.86% | Reduce -8.2% | 122,254 | $12.7M |
| Gemmer Asset Management LLC | 1.34% | Add +9.7% | 120,532 | $12.5M |
| Manchester Capital Management LLC | 1.49% | Reduce -4.2% | 119,013 | $12.4M |
| Mascoma Wealth Management LLC | 2.95% | Add +4.1% | 107,188 | $11.1M |
| Hill Island Financial LLC | 3.55% | Reduce -0.1% | 104,513 | $10.9M |
| Focus Partners Wealth | 0.04% | Add +106.5% | 101,904 | $10.6M |
| Advisory Services Network, LLC | 0.20% | Reduce -3.6% | 94,466 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +14.5% | 93,018 | $9.7M |
| PFG Investments, LLC | 0.65% | Reduce -5.8% | 87,517 | $9.1M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -0.2% | 84,418 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.4% | 84,233 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.1% | 82,534 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -5.7% | 82,470 | $8.6M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -2.7% | 82,292 | $8.5M |
| Composition Wealth, LLC | 0.21% | Add +2.6% | 81,959 | $8.5M |
| Trillium Asset Management, LLC | 0.20% | Add +44.1% | 77,090 | $8.0M |
| Choreo, LLC | 0.13% | Add +0.0% | 71,949 | $7.5M |
| Comerica Bank | 0.03% | Add +0.1% | 69,163 | $7.2M |
| SageView Advisory Group, LLC | 0.44% | New | 67,467 | $7.0M |
| Strategic Point Investment Advisors, LLC | 1.20% | Reduce -0.4% | 64,410 | $6.7M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 60,268 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 58,446 | $6.1M |
| Cresset Asset Management, LLC | 0.02% | Add +98.7% | 56,374 | $5.9M |
| One Wealth Advisors, LLC | 1.25% | Reduce -3.3% | 58,039 | $5.8M |
| Johnson Financial Group, Inc. | 0.28% | Reduce -3.1% | 54,822 | $5.7M |
| Gradient Investments LLC | 0.12% | Add +1.1% | 52,633 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.09% | Reduce -13.1% | 52,032 | $5.4M |
| Fifth Third Wealth Advisors LLC | 0.41% | Add +0.6% | 51,609 | $5.4M |
| Brio Consultants, LLC | 0.87% | Add +7.6% | 50,538 | $5.2M |
| Dohj, LLC | 1.24% | Add +0.1% | 47,793 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Add +11.1% | 47,521 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 47,221 | $4.9M |
| Litman Gregory Wealth Management LLC | 0.42% | Add +2.3% | 45,840 | $4.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 45,097 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -3.9% | 44,700 | $4.6M |
| Blair William & Co. | 0.01% | Add +5.2% | 43,778 | $4.5M |
| Headinvest, LLC | 0.88% | Add +3.4% | 43,008 | $4.5M |
| Bremer Bank National Association | 0.83% | Reduce -3.1% | 41,054 | $4.3M |
| First Affirmative Financial Network | 2.94% | Add +0.3% | 40,768 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -7.6% | 40,352 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -7.6% | 40,352 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 40,348 | $4.2M |
| One Capital Management, LLC | 0.14% | Add +1.8% | 40,039 | $4.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +23.1% | 39,887 | $4.1M |
| Allianz SE | 0.12% | Add +13.4% | 39,878 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +39.1% | 39,757 | $4.1M |
| Laurel Wealth Planning LLC | 2.86% | Reduce -2.8% | 39,608 | $4.1M |
| Wealthspire Advisors, LLC | 0.05% | Add +4.3% | 39,343 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 39,304 | $4.1M |
| Columbia Bank | 1.58% | Reduce -2.7% | 39,246 | $4.1M |
| Accredited Investors Inc. | 0.25% | Add +1.7% | 39,050 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.96% | No change | 37,668 | $3.9M |
| St Germain D J Co. Inc. | 0.19% | Add +11.2% | 37,581 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.71% | Add +0.1% | 35,956 | $3.7M |
| Neumann Capital Management, LLC | 1.27% | Add +1.5% | 35,498 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +0.1% | 35,449 | $3.7M |
| BBR Partners, LLC | 0.30% | Add +36.0% | 34,870 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 34,306 | $3.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 36,109 | $3.5M |
| Bailard, Inc. | 0.10% | Reduce -0.9% | 33,678 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 32,634 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -1.2% | 31,944 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.3M |
| Lido Advisors, LLC | 0.03% | Add +5.8% | 31,357 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 30,637 | $3.2M |
"% 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.