iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q3 2025 (September 30)561holders
30new positions
21sold out
2famous investors
$126.03avg. 13F price*
At the end of Q3 2025, 561 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, unchanged from Q2 2025. 30 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($479.4M), Envestnet Asset Management Inc. ($242.5M) and Bank of America Corp. ($173.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.9M |
| Exits | 21 | $20.4M |
All 13F filers, Q2 2025 → Q3 2025: 576,103 shares bought and 1,135,042 shares sold, net −558,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Morgan Stanley | 0.03% | Reduce -0.7% | 3,806,077 | $479.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.0% | 1,925,456 | $242.5M |
| Bank of America Corp. | 0.01% | Reduce -4.7% | 1,373,759 | $173.0M |
| JPMorgan Chase & Co. | 0.01% | Add +3.8% | 1,241,260 | $156.3M |
| LPL Financial LLC | 0.04% | Add +4.4% | 1,213,685 | $152.9M |
| Bank of New York Mellon Corp | 0.03% | Add +1.8% | 1,169,621 | $147.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.6% | 888,927 | $112.0M |
| UBS Group AG | 0.01% | Reduce -4.1% | 431,551 | $54.4M |
| IMA Advisory Services, Inc. | 5.30% | Add +4.4% | 419,800 | $52.6M |
| Betterment LLC | 0.10% | Reduce -3.7% | 382,197 | $48.1M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -6.5% | 368,274 | $46.4M |
| Mariner, LLC | 0.06% | Reduce -1.2% | 340,240 | $42.9M |
| US Bancorp \de | 0.05% | Reduce -6.5% | 320,642 | $40.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +28.0% | 287,057 | $36.2M |
| Sei Investments Co. | 0.04% | Reduce -1.7% | 285,785 | $36.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 221,043 | $27.8M |
| Cetera Investment Advisers | 0.03% | Add +21.0% | 215,209 | $27.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 203,340 | $25.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.5% | 202,387 | $25.5M |
| Truist Financial Corp. | 0.03% | Add +3.3% | 192,740 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 183,642 | $23.1M |
| Creative Planning | 0.02% | Reduce -0.5% | 181,872 | $22.9M |
| Park Avenue Securities LLC | 0.17% | Add +1.8% | 174,555 | $22.0M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 169,821 | $21.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.2% | 166,824 | $20.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.9% | 148,974 | $18.8M |
| Fiduciary Trust Co | 0.20% | Reduce -0.8% | 139,847 | $17.6M |
| Gemmer Asset Management LLC | 1.41% | Add +6.7% | 139,090 | $17.5M |
| Manchester Capital Management LLC | 2.31% | Reduce -6.3% | 134,953 | $17.0M |
| Cerity Partners LLC | 0.03% | Reduce -55.0% | 123,516 | $15.6M |
| Focus Partners Wealth | 0.02% | Add +25.5% | 102,267 | $13.0M |
| MML Investors Services, LLC | 0.03% | Reduce -11.8% | 100,090 | $12.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +11.9% | 98,937 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -20.6% | 94,947 | $12.0M |
| PFG Investments, LLC | 0.62% | Add +0.1% | 94,410 | $11.9M |
| Francis Financial, Inc. | 2.11% | Reduce -4.4% | 93,843 | $11.8M |
| Advisory Services Network, LLC | 0.16% | Reduce -0.7% | 87,309 | $11.0M |
| Composition Wealth, LLC | 0.15% | Reduce -1.6% | 79,945 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +80.5% | 79,771 | $10.0M |
| Mascoma Wealth Management LLC | 2.17% | Reduce -2.1% | 78,347 | $9.9M |
| Trillium Asset Management, LLC | 0.26% | Add +7.6% | 78,173 | $9.8M |
| National Philanthropic Trust | 0.11% | Reduce -55.5% | 76,511 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 73,073 | $9.2M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +8.5% | 72,741 | $9.2M |
| Cwm, LLC | 0.03% | Reduce -4.3% | 72,565 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.4% | 70,164 | $8.8M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.7M |
| Dunhill Financial, LLC | 2.76% | Reduce -27.2% | 65,344 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.8% | 64,547 | $8.1M |
| Comerica Bank | 0.03% | Reduce -0.9% | 64,157 | $8.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -12.6% | 62,212 | $7.8M |
| Bank of Montreal | 0.00% | Add +3.3% | 60,972 | $7.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -38.8% | 60,513 | $7.6M |
| Strategic Point Investment Advisors, LLC | 1.08% | Add +0.4% | 59,676 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 59,665 | $7.5M |
| Brio Consultants, LLC | 1.01% | Add +2.9% | 58,446 | $7.4M |
| Choreo, LLC | 0.09% | Reduce -1.4% | 57,851 | $7.3M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -8.1% | 54,328 | $6.8M |
| Headinvest, LLC | 1.39% | Add +1.9% | 53,277 | $6.7M |
| Perigon Wealth Management, LLC | 0.13% | Add +6.1% | 51,029 | $6.4M |
| St Germain D J Co. Inc. | 0.25% | Add +1.8% | 50,445 | $6.4M |
| Erste Asset Management GmbH | 0.06% | Reduce -4.5% | 49,841 | $6.3M |
| Allianz SE | 0.13% | Add +9.3% | 49,498 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -5.0% | 48,615 | $6.1M |
| Assetmark, Inc. | 0.01% | Add +3.3% | 48,554 | $6.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +5.5% | 47,242 | $6.0M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 44,464 | $5.6M |
| Gilbert Capital Group, Inc. | 4.23% | Reduce -2.6% | 43,402 | $5.5M |
| BBR Partners, LLC | 0.31% | Reduce -3.7% | 42,692 | $5.4M |
| First Affirmative Financial Network | 2.53% | Reduce -0.5% | 42,625 | $5.4M |
| One Wealth Advisors, LLC | 0.67% | Reduce -0.8% | 42,620 | $5.4M |
| Litman Gregory Wealth Management LLC | 0.39% | Reduce -1.5% | 41,568 | $5.2M |
| Gradient Investments LLC | 0.09% | Reduce -1.5% | 41,310 | $5.2M |
| SageView Advisory Group, LLC | 0.18% | Reduce -0.9% | 40,689 | $5.1M |
| Moment Partners, LLC | 0.83% | Reduce -2.1% | 37,363 | $4.7M |
| Columbia Bank | 1.29% | Reduce -4.3% | 36,631 | $4.6M |
| Neumann Capital Management, LLC | 1.34% | Add +0.9% | 36,468 | $4.6M |
| Cranbrook Wealth Management, LLC | 0.91% | Reduce -2.1% | 36,042 | $4.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.6% | 35,357 | $4.5M |
| Diversified Enterprises, LLC | 0.30% | Add +2.5% | 35,207 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 35,007 | $4.4M |
| Laurel Wealth Planning LLC | 2.30% | Reduce -5.0% | 34,596 | $4.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.1% | 34,535 | $4.3M |
| &partners | 0.03% | Add +8.4% | 34,389 | $4.3M |
| McClarren Financial Advisors, Inc. | 2.61% | Reduce -36.4% | 21,502 | $4.3M |
| Childress Capital Advisors, LLC | 0.75% | No change | 32,425 | $4.1M |
| Wealthfront Advisers LLC | 0.01% | Add +55.8% | 31,817 | $4.0M |
| Bailard, Inc. | 0.08% | Add +0.2% | 30,751 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +6.7% | 30,703 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.57% | Add +0.3% | 29,871 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.7% | 28,803 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.5% | 28,721 | $3.6M |
| Lido Advisors, LLC | 0.01% | Reduce -1.0% | 28,707 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.8% | 28,472 | $3.6M |
| Institute for Wealth Management, LLC. | 0.37% | Reduce -0.7% | 28,445 | $3.6M |
| Forbes J M & Co. LLP | 0.29% | Add +4.4% | 28,115 | $3.5M |
| Sofi Wealth, LLC | 0.19% | Add +38.9% | 27,616 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 26,872 | $3.4M |
| Pennsylvania Capital Management Inc. | 0.97% | Add +0.4% | 26,352 | $3.3M |
| Accredited Investors Inc. | 0.18% | Reduce -5.7% | 26,269 | $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.