iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q1 2025 (March 31)546holders −23
28new positions
43sold out
2famous investors
$102.27avg. 13F price*
At the end of Q1 2025, 546 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, down 23 from Q4 2024. 28 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($399.8M), Envestnet Asset Management Inc. ($208.2M) and Bank of America Corp. ($147.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.4M |
| Exits | 43 | $18.5M |
All 13F filers, Q4 2024 → Q1 2025: 857,992 shares bought and 3,064,482 shares sold, net −2,206,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| Morgan Stanley | 0.03% | Reduce -17.9% | 3,903,807 | $399.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +0.7% | 2,033,072 | $208.2M |
| Bank of America Corp. | 0.01% | Reduce -14.6% | 1,444,324 | $147.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.8% | 1,240,769 | $127.1M |
| Bank of New York Mellon Corp | 0.02% | Add +8.8% | 1,110,053 | $113.7M |
| LPL Financial LLC | 0.04% | Add +0.5% | 1,010,417 | $103.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.2% | 989,124 | $101.3M |
| UBS Group AG | 0.01% | Reduce -6.7% | 464,252 | $47.5M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -21.4% | 445,608 | $45.6M |
| IMA Advisory Services, Inc. | 5.05% | Reduce -51.1% | 416,825 | $42.5M |
| Betterment LLC | 0.10% | Reduce -3.6% | 409,944 | $42.0M |
| US Bancorp \de | 0.05% | Reduce -14.6% | 343,418 | $35.2M |
| Mariner, LLC | 0.06% | Reduce -0.2% | 322,703 | $33.0M |
| Cerity Partners LLC | 0.06% | Add +8.5% | 292,513 | $30.0M |
| Sei Investments Co. | 0.04% | Reduce -1.3% | 277,866 | $28.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +44.5% | 273,410 | $28.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.1% | 269,934 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -11.8% | 220,864 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.2% | 204,711 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 197,360 | $20.2M |
| Truist Financial Corp. | 0.03% | Add +0.6% | 188,833 | $19.3M |
| Creative Planning | 0.02% | Reduce -0.4% | 183,084 | $18.7M |
| Park Avenue Securities LLC | 0.22% | Add +3.3% | 172,260 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -29.3% | 168,799 | $17.3M |
| Manchester Capital Management LLC | 2.10% | Add +26.7% | 167,092 | $17.1M |
| National Philanthropic Trust | 0.27% | Reduce -23.4% | 162,874 | $16.7M |
| Cetera Investment Advisers | 0.03% | Add +14.7% | 160,478 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 159,822 | $16.4M |
| Captrust Financial Advisors | 0.04% | Add +2.9% | 148,797 | $15.2M |
| Fiduciary Trust Co | 0.19% | Reduce -0.3% | 143,468 | $14.7M |
| Gemmer Asset Management LLC | 1.31% | Add +1.8% | 128,546 | $13.2M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -33.5% | 126,799 | $13.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.4% | 124,514 | $12.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +4.1% | 117,316 | $12.0M |
| MML Investors Services, LLC | 0.04% | Reduce -0.0% | 116,661 | $11.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -10.6% | 104,466 | $11.3M |
| Trillium Asset Management, LLC | 0.31% | Reduce -31.0% | 105,571 | $10.8M |
| Advisory Services Network, LLC | 0.21% | Reduce -1.7% | 105,113 | $10.8M |
| Francis Financial, Inc. | 2.55% | Add +0.2% | 102,576 | $10.5M |
| Dunhill Financial, LLC | 4.75% | Reduce -14.5% | 101,912 | $10.4M |
| Hill Island Financial LLC | 3.02% | Reduce -1.7% | 100,734 | $10.3M |
| Natural Investments, LLC | 2.73% | Add +15.7% | 94,028 | $9.6M |
| PFG Investments, LLC | 0.61% | Add +0.9% | 93,475 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +17.4% | 84,167 | $8.6M |
| Mascoma Wealth Management LLC | 2.11% | Reduce -16.6% | 82,706 | $8.5M |
| Composition Wealth, LLC | 0.17% | Reduce -2.7% | 80,881 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +12.6% | 79,046 | $8.1M |
| Cwm, LLC | 0.03% | Add +1.4% | 76,076 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.9% | 73,354 | $7.5M |
| Wealthspire Advisors, LLC | 0.04% | Add +100.1% | 72,984 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.0% | 69,568 | $7.1M |
| SCS Capital Management LLC | 0.09% | New | 68,769 | $7.0M |
| Comerica Bank | 0.03% | Reduce -6.1% | 67,722 | $6.9M |
| Fifth Third Wealth Advisors LLC | 0.36% | No change | 67,086 | $6.9M |
| Choreo, LLC | 0.10% | Reduce -6.8% | 65,381 | $6.7M |
| Strategic Point Investment Advisors, LLC | 1.09% | Reduce -0.8% | 63,671 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -1.3% | 59,961 | $6.1M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -7.6% | 59,867 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -1.6% | 58,998 | $6.0M |
| Johnson Financial Group, Inc. | 0.28% | Add +4.2% | 56,831 | $5.8M |
| Brio Consultants, LLC | 0.89% | Reduce -0.3% | 55,516 | $5.7M |
| Headinvest, LLC | 1.04% | Add +5.3% | 52,244 | $5.4M |
| Dohj, LLC | 1.17% | Add +0.2% | 49,998 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +588.0% | 49,997 | $5.1M |
| Gradient Investments LLC | 0.10% | Reduce -4.7% | 49,618 | $5.1M |
| Focus Partners Wealth | 0.01% | Reduce -28.1% | 49,121 | $5.0M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +15.0% | 48,223 | $4.9M |
| St Germain D J Co. Inc. | 0.23% | Add +14.3% | 48,213 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -2.5% | 46,509 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +5.2% | 44,504 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 43,777 | $4.5M |
| One Wealth Advisors, LLC | 0.67% | Reduce -7.2% | 43,722 | $4.5M |
| Columbia Bank | 1.51% | Add +0.3% | 42,541 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -25.8% | 42,089 | $4.3M |
| Allianz SE | 0.11% | Add +11.0% | 41,900 | $4.3M |
| SageView Advisory Group, LLC | 0.18% | Reduce -33.2% | 41,880 | $4.3M |
| First Affirmative Financial Network | 2.54% | Reduce -35.8% | 40,502 | $4.1M |
| Litman Gregory Wealth Management LLC | 0.35% | Reduce -0.5% | 40,037 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.8% | 37,813 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.8% | 37,813 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.5% | 37,226 | $3.8M |
| Laurel Wealth Planning LLC | 2.53% | Reduce -2.2% | 37,190 | $3.8M |
| One Capital Management, LLC | 0.13% | Reduce -9.1% | 36,325 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.86% | Reduce -2.0% | 36,218 | $3.7M |
| Neumann Capital Management, LLC | 1.28% | Add +0.6% | 36,098 | $3.7M |
| Moment Partners, LLC | 0.70% | Reduce -2.4% | 34,336 | $3.5M |
| Bailard, Inc. | 0.09% | Reduce -0.5% | 34,281 | $3.5M |
| Accredited Investors Inc. | 0.22% | Reduce -4.9% | 34,213 | $3.5M |
| McClarren Financial Advisors, Inc. | 2.30% | New | 21,575 | $3.5M |
| Childress Capital Advisors, LLC | 0.96% | Reduce -4.4% | 32,425 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.3M |
| BBR Partners, LLC | 0.23% | Reduce -2.5% | 31,513 | $3.2M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -6.0% | 31,293 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.8% | 31,168 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.7% | 31,077 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.0% | 30,692 | $3.1M |
| Pitcairn Co. | 0.19% | Add +0.6% | 30,234 | $3.1M |
| &partners | 0.03% | Add +5.5% | 29,169 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.9% | 29,440 | $3.0M |
| Institute for Wealth Management, LLC. | 0.38% | Reduce -2.7% | 29,226 | $3.0M |
"% 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.