iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2025 (June 30)561holders +15
40new positions
23sold out
2famous investors
$116.40avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 15 from Q1 2025. 40 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($445.0M), Envestnet Asset Management Inc. ($230.5M) and Bank of America Corp. ($167.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $12.0M |
| Exits | 23 | $9.5M |
All 13F filers, Q1 2025 → Q2 2025: 642,059 shares bought and 1,250,592 shares sold, net −608,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Morgan Stanley | 0.03% | Reduce -1.9% | 3,830,802 | $445.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.4% | 1,984,501 | $230.5M |
| Bank of America Corp. | 0.01% | Reduce -0.3% | 1,440,776 | $167.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.6% | 1,196,215 | $139.0M |
| LPL Financial LLC | 0.05% | Add +15.1% | 1,162,736 | $135.1M |
| Bank of New York Mellon Corp | 0.03% | Add +3.5% | 1,148,473 | $133.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.8% | 931,931 | $108.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 449,836 | $52.3M |
| IMA Advisory Services, Inc. | 4.98% | Reduce -3.5% | 402,011 | $46.5M |
| Betterment LLC | 0.10% | Reduce -3.2% | 396,933 | $46.1M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -11.7% | 393,667 | $45.7M |
| Mariner, LLC | 0.06% | Add +6.7% | 344,330 | $40.0M |
| US Bancorp \de | 0.05% | Reduce -0.1% | 342,968 | $39.8M |
| Sei Investments Co. | 0.04% | Add +4.7% | 290,834 | $33.8M |
| Cerity Partners LLC | 0.06% | Reduce -6.1% | 274,566 | $31.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -18.0% | 224,259 | $31.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.3% | 228,571 | $26.6M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 222,286 | $25.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.2% | 205,197 | $23.8M |
| Truist Financial Corp. | 0.03% | Reduce -1.2% | 186,536 | $21.7M |
| Creative Planning | 0.02% | Reduce -0.2% | 182,760 | $21.2M |
| Cetera Investment Advisers | 0.03% | Add +10.9% | 177,917 | $20.7M |
| National Philanthropic Trust | 0.27% | Add +5.5% | 171,889 | $20.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.9% | 171,839 | $20.0M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.4% | 171,561 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 169,546 | $19.7M |
| Osaic Holdings, Inc. | 0.03% | Add +0.1% | 168,897 | $19.5M |
| Captrust Financial Advisors | 0.04% | Add +2.1% | 151,893 | $17.6M |
| Manchester Capital Management LLC | 2.20% | Reduce -13.8% | 144,040 | $16.7M |
| Fiduciary Trust Co | 0.20% | Reduce -1.7% | 140,983 | $16.4M |
| Gemmer Asset Management LLC | 1.34% | Add +1.5% | 130,422 | $15.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -3.9% | 119,623 | $13.9M |
| MML Investors Services, LLC | 0.04% | Reduce -2.7% | 113,492 | $13.2M |
| Natural Investments, LLC | 2.99% | Add +6.0% | 99,643 | $11.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.7% | 98,854 | $11.5M |
| Francis Financial, Inc. | 2.63% | Reduce -4.3% | 98,133 | $11.4M |
| PFG Investments, LLC | 0.64% | Add +0.9% | 94,359 | $11.0M |
| Advisory Services Network, LLC | 0.17% | Reduce -16.4% | 87,900 | $10.5M |
| Dunhill Financial, LLC | 3.02% | Reduce -11.9% | 89,751 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +5.1% | 88,426 | $10.3M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -32.8% | 85,162 | $9.9M |
| Focus Partners Wealth | 0.02% | Add +65.9% | 81,495 | $9.5M |
| Composition Wealth, LLC | 0.16% | Add +0.4% | 81,238 | $9.4M |
| Mascoma Wealth Management LLC | 2.16% | Reduce -3.2% | 80,032 | $9.3M |
| Cwm, LLC | 0.03% | Reduce -0.3% | 75,821 | $8.8M |
| Trillium Asset Management, LLC | 0.23% | Reduce -31.2% | 72,647 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 72,323 | $8.4M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.5% | 71,182 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.3% | 71,137 | $8.3M |
| SCS Capital Management LLC | 0.09% | Add +0.5% | 69,138 | $8.0M |
| Fifth Third Wealth Advisors LLC | 0.33% | Reduce -0.1% | 67,036 | $7.8M |
| Comerica Bank | 0.03% | Reduce -4.4% | 64,757 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.4% | 59,745 | $6.9M |
| Strategic Point Investment Advisors, LLC | 1.06% | Reduce -6.6% | 59,451 | $6.9M |
| Johnson Financial Group, Inc. | 0.31% | Add +4.0% | 59,117 | $6.9M |
| Bank of Montreal | 0.00% | Add +0.1% | 59,027 | $6.9M |
| Choreo, LLC | 0.10% | Reduce -10.3% | 58,652 | $6.8M |
| Brio Consultants, LLC | 0.96% | Add +2.3% | 56,812 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.1% | 52,561 | $6.1M |
| Headinvest, LLC | 1.29% | Add +0.1% | 52,287 | $6.1M |
| Erste Asset Management GmbH | 0.05% | No change | 52,207 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.2% | 51,194 | $5.9M |
| St Germain D J Co. Inc. | 0.25% | Add +2.8% | 49,577 | $5.8M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -19.6% | 48,115 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +13.3% | 47,685 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +5.7% | 47,024 | $5.5M |
| Allianz SE | 0.12% | Add +8.1% | 45,284 | $5.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.8% | 44,763 | $5.2M |
| Gilbert Capital Group, Inc. | 4.29% | — | 44,558 | $5.2M |
| BBR Partners, LLC | 0.32% | Add +40.7% | 44,345 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -57.7% | 44,190 | $5.1M |
| One Wealth Advisors, LLC | 0.69% | Reduce -1.7% | 42,976 | $5.0M |
| First Affirmative Financial Network | 2.56% | Add +5.8% | 42,849 | $5.0M |
| SageView Advisory Group, LLC | 0.19% | Reduce -1.9% | 41,072 | $5.0M |
| Litman Gregory Wealth Management LLC | 0.39% | Add +5.4% | 42,217 | $4.9M |
| Gradient Investments LLC | 0.09% | Reduce -15.4% | 41,951 | $4.9M |
| Columbia Bank | 1.36% | Reduce -10.1% | 38,261 | $4.5M |
| Moment Partners, LLC | 0.83% | Add +11.2% | 38,183 | $4.4M |
| Cranbrook Wealth Management, LLC | 0.91% | Add +1.6% | 36,811 | $4.3M |
| GTS Securities LLC | 0.19% | Add +185.9% | 36,508 | $4.2M |
| Laurel Wealth Planning LLC | 2.40% | Reduce -2.1% | 36,411 | $4.2M |
| Neumann Capital Management, LLC | 1.32% | Add +0.1% | 36,148 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.4% | 35,435 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -5.2% | 35,295 | $4.1M |
| Diversified Enterprises, LLC | 0.30% | Add +20.1% | 34,360 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +8.5% | 33,814 | $3.9M |
| McClarren Financial Advisors, Inc. | 2.55% | Add +56.6% | 33,779 | $3.9M |
| Childress Capital Advisors, LLC | 0.95% | No change | 32,425 | $3.8M |
| &partners | 0.03% | Add +8.8% | 31,734 | $3.7M |
| Bailard, Inc. | 0.08% | Reduce -10.5% | 30,685 | $3.6M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -4.8% | 29,797 | $3.5M |
| Lido Advisors, LLC | 0.02% | No change | 28,991 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -7.4% | 28,778 | $3.3M |
| Institute for Wealth Management, LLC. | 0.37% | Reduce -2.0% | 28,636 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.8% | 28,019 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.2% | 27,872 | $3.2M |
| Accredited Investors Inc. | 0.19% | Reduce -18.6% | 27,849 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.0% | 27,322 | $3.2M |
| Forbes J M & Co. LLP | 0.29% | Add +5.2% | 26,938 | $3.1M |
| Citadel Advisors | 0.00% | Add +66.1% | 26,716 | $3.1M |
"% 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.