iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q4 2024 (December 31)569holders +30
30new positions
25sold out
2famous investors
$109.91avg. 13F price*
At the end of Q4 2024, 569 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 30 from Q3 2024. 30 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($524.0M), Envestnet Asset Management Inc. ($222.6M) and Bank of America Corp. ($186.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $107.3M |
| Exits | 25 | $273.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,228,537 shares bought and 1,040,226 shares sold, net +1,188,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| Morgan Stanley | 0.04% | Reduce -2.4% | 4,753,008 | $524.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -7.5% | 2,019,500 | $222.6M |
| Bank of America Corp. | 0.02% | Add +8.5% | 1,691,058 | $186.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.9% | 1,390,912 | $153.3M |
| Bank of New York Mellon Corp | 0.02% | Add +4.8% | 1,020,431 | $112.5M |
| LPL Financial LLC | 0.05% | Add +22.9% | 1,005,714 | $110.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.3% | 940,619 | $103.7M |
| IMA Advisory Services, Inc. | 11.28% | New | 851,724 | $93.7M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -8.2% | 566,551 | $62.5M |
| UBS Group AG | 0.01% | Add +3.2% | 497,697 | $54.9M |
| Betterment LLC | 0.11% | Reduce -3.4% | 425,114 | $46.9M |
| US Bancorp \de | 0.06% | Add +3.1% | 401,934 | $44.3M |
| Mariner, LLC | 0.06% | Add +4.6% | 323,324 | $35.6M |
| Sei Investments Co. | 0.04% | Reduce -1.6% | 281,446 | $31.0M |
| Cerity Partners LLC | 0.06% | Add +2.2% | 269,557 | $29.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.0% | 252,040 | $27.8M |
| Wells Fargo & Company | 0.01% | Reduce -12.9% | 250,533 | $27.6M |
| Osaic Holdings, Inc. | 0.06% | Add +1.4% | 238,644 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.7% | 238,654 | $26.3M |
| Essential Planning, LLC. | 0.17% | Add +6218.7% | 233,601 | $26.1M |
| National Philanthropic Trust | 0.34% | Reduce -8.6% | 212,482 | $23.4M |
| Ameritas Advisory Services, LLC | 0.73% | Add +56.8% | 190,531 | $21.0M |
| Raymond James Financial Inc. | 0.01% | — | 190,488 | $21.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +14.9% | 189,142 | $20.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.6% | 187,788 | $20.7M |
| Creative Planning | 0.02% | Reduce -0.4% | 183,832 | $20.3M |
| Park Avenue Securities LLC | 0.19% | Reduce -6.2% | 166,729 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +11.5% | 154,752 | $17.1M |
| Trillium Asset Management, LLC | 0.44% | Add +107.0% | 153,031 | $16.9M |
| Captrust Financial Advisors | 0.05% | Reduce -2.1% | 144,556 | $15.9M |
| Fiduciary Trust Co | 0.21% | Reduce -0.9% | 143,966 | $15.9M |
| Cetera Investment Advisers | 0.03% | Reduce -3.2% | 139,912 | $15.4M |
| Manchester Capital Management LLC | 1.69% | Add +5.6% | 131,871 | $14.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.3% | 128,852 | $14.2M |
| Gemmer Asset Management LLC | 1.37% | Reduce -0.5% | 126,319 | $13.9M |
| Dunhill Financial, LLC | 6.11% | Reduce -7.1% | 119,199 | $13.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -7.2% | 116,888 | $13.1M |
| MML Investors Services, LLC | 0.04% | Reduce -9.7% | 116,698 | $12.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -8.7% | 112,681 | $12.4M |
| Advisory Services Network, LLC | 0.22% | Add +13.2% | 106,962 | $11.8M |
| Hill Island Financial LLC | 3.30% | Reduce -2.3% | 102,475 | $11.3M |
| Francis Financial, Inc. | 2.87% | Reduce -3.5% | 102,385 | $11.3M |
| Mascoma Wealth Management LLC | 2.74% | Reduce -4.5% | 99,105 | $10.9M |
| PFG Investments, LLC | 0.64% | Add +0.9% | 92,668 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.3% | 85,910 | $9.5M |
| Composition Wealth, LLC | 0.19% | Reduce -0.5% | 83,090 | $9.2M |
| Natural Investments, LLC | 2.48% | — | 81,269 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +12.4% | 78,755 | $8.7M |
| Cwm, LLC | 0.03% | Reduce -17.6% | 75,036 | $8.3M |
| Comerica Bank | 0.03% | Add +7.2% | 72,154 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -11.3% | 71,661 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -8.8% | 70,218 | $7.7M |
| Choreo, LLC | 0.11% | Reduce -2.3% | 70,179 | $7.7M |
| Focus Partners Wealth | 0.02% | Add +66.5% | 68,297 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.40% | Add +15.2% | 67,086 | $7.4M |
| Perigon Wealth Management, LLC | 0.18% | Add +22.8% | 64,807 | $7.2M |
| Strategic Point Investment Advisors, LLC | 1.15% | Add +0.1% | 64,161 | $7.1M |
| First Affirmative Financial Network | 4.01% | Reduce -9.1% | 63,064 | $7.0M |
| SageView Advisory Group, LLC | 0.30% | Reduce -1.5% | 62,713 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.9% | 60,739 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 59,961 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +36.0% | 56,733 | $6.3M |
| Brio Consultants, LLC | 0.96% | Add +7.7% | 55,693 | $6.1M |
| Johnson Financial Group, Inc. | 0.29% | Add +2.5% | 54,563 | $6.1M |
| Gradient Investments LLC | 0.12% | Add +0.4% | 52,044 | $5.7M |
| Dohj, LLC | 1.27% | Add +0.3% | 49,883 | $5.5M |
| Headinvest, LLC | 1.03% | Add +14.4% | 49,595 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.00% | Reduce -2.7% | 49,115 | $5.4M |
| NorthCoast Asset Management LLC | 0.03% | Add +1.9% | 47,712 | $5.3M |
| One Wealth Advisors, LLC | 0.77% | Reduce -7.7% | 47,117 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.7% | 42,373 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +1.1% | 42,316 | $4.7M |
| St Germain D J Co. Inc. | 0.21% | Add +13.3% | 42,179 | $4.7M |
| Columbia Bank | 1.61% | Add +8.1% | 42,436 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +4.3% | 41,942 | $4.6M |
| Litman Gregory Wealth Management LLC | 0.38% | Reduce -1.3% | 40,236 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +10319.0% | 40,113 | $4.4M |
| One Capital Management, LLC | 0.15% | Reduce -0.8% | 39,980 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.9% | 39,799 | $4.4M |
| Laurel Wealth Planning LLC | 2.70% | Reduce -1.9% | 38,021 | $4.2M |
| Allianz SE | 0.11% | Reduce -4.3% | 37,735 | $4.2M |
| Cranbrook Wealth Management, LLC | 0.94% | Reduce -1.3% | 36,954 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.9% | 36,771 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +4.9% | 36,771 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -4.6% | 36,467 | $4.0M |
| Accredited Investors Inc. | 0.23% | Reduce -4.9% | 35,964 | $4.0M |
| Neumann Capital Management, LLC | 1.31% | Reduce -2.6% | 35,898 | $4.0M |
| Moment Partners, LLC | 0.74% | — | 35,192 | $3.9M |
| Bailard, Inc. | 0.10% | Add +2.4% | 34,447 | $3.8M |
| Childress Capital Advisors, LLC | 1.04% | No change | 33,930 | $3.7M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -17.9% | 33,818 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 33,369 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.65% | Add +0.5% | 33,294 | $3.7M |
| BBR Partners, LLC | 0.25% | Add +0.1% | 32,339 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +73.8% | 32,010 | $3.5M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -30.5% | 31,736 | $3.5M |
| Lido Advisors, LLC | 0.02% | Reduce -0.5% | 30,063 | $3.3M |
| Pitcairn Co. | 0.20% | Reduce -1.0% | 30,059 | $3.3M |
| Institute for Wealth Management, LLC. | 0.42% | Add +6.4% | 30,032 | $3.3M |
"% 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.