iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q4 2025 (December 31)617holders +56
42new positions
19sold out
2famous investors
$128.96avg. 13F price*
At the end of Q4 2025, 617 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 56 from Q3 2025. 42 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($498.2M), Envestnet Asset Management Inc. ($243.7M) and Bank of America Corp. ($216.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $33.3M |
| Exits | 19 | $16.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,627,393 shares bought and 896,740 shares sold, net +730,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Morgan Stanley | 0.03% | Add +1.6% | 3,866,815 | $498.2M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.7% | 1,891,900 | $243.7M |
| Bank of America Corp. | 0.02% | Add +22.4% | 1,681,874 | $216.7M |
| LPL Financial LLC | 0.04% | Add +3.7% | 1,258,765 | $162.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,224,645 | $157.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.9% | 863,155 | $111.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -32.0% | 795,285 | $102.5M |
| UBS Group AG | 0.01% | Reduce -3.1% | 418,342 | $53.9M |
| IMA Advisory Services, Inc. | 5.02% | Reduce -2.8% | 407,924 | $52.3M |
| Betterment LLC | 0.09% | Reduce -3.6% | 368,440 | $47.5M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -1.2% | 363,817 | $46.9M |
| Mariner, LLC | 0.05% | Add +1.7% | 346,097 | $44.6M |
| US Bancorp \de | 0.05% | Add +2.0% | 327,015 | $42.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.5% | 297,068 | $38.3M |
| Sei Investments Co. | 0.04% | Reduce -0.2% | 285,122 | $36.7M |
| Wells Fargo & Company | 0.01% | Add +14.9% | 254,072 | $32.7M |
| Global Retirement Partners, LLC | 0.51% | Add +19185.3% | 221,974 | $28.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.1% | 219,699 | $28.3M |
| Cetera Investment Advisers | 0.03% | Add +0.1% | 215,498 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 206,088 | $26.6M |
| Royal Bank of Canada | 0.00% | Add +16.6% | 197,953 | $25.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 194,489 | $25.1M |
| Captrust Financial Advisors | 0.04% | Add +20.5% | 179,531 | $23.1M |
| Creative Planning | 0.02% | Reduce -2.2% | 177,932 | $22.9M |
| Park Avenue Securities LLC | 0.19% | Add +0.9% | 176,189 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.0% | 156,772 | $20.2M |
| Truist Financial Corp. | 0.03% | Reduce -19.7% | 154,849 | $19.9M |
| Focus Partners Wealth | 0.02% | Add +39.2% | 142,366 | $18.3M |
| Manchester Capital Management LLC | 2.43% | Add +2.7% | 138,607 | $17.9M |
| Trillium Asset Management, LLC | 0.54% | Add +75.0% | 136,825 | $17.7M |
| Fiduciary Trust Co | 0.20% | Reduce -2.1% | 136,871 | $17.6M |
| Gemmer Asset Management LLC | 1.35% | Reduce -1.9% | 136,503 | $17.6M |
| Cerity Partners LLC | 0.03% | Add +9.0% | 134,618 | $17.3M |
| MML Investors Services, LLC | 0.03% | Add +7.7% | 107,771 | $13.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +4.9% | 103,759 | $13.4M |
| Northstar Asset Management Inc. | 3.41% | Add +1949.0% | 102,389 | $13.2M |
| Natural Investments, LLC | 3.17% | New | 98,774 | $12.7M |
| Ameritas Advisory Services, LLC | 0.47% | Add +28951.0% | 97,902 | $12.6M |
| National Philanthropic Trust | 0.12% | Add +25.6% | 96,130 | $12.4M |
| Johnson Financial Group, Inc. | 0.46% | Add +75.6% | 95,412 | $12.3M |
| PFG Investments, LLC | 0.57% | Reduce -1.0% | 93,481 | $12.0M |
| Francis Financial, Inc. | 2.34% | Reduce -1.1% | 92,853 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.1% | 91,061 | $11.7M |
| Advisory Services Network, LLC | 0.16% | Add +1.0% | 88,171 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.6% | 83,427 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +10.9% | 81,046 | $10.4M |
| Mascoma Wealth Management LLC | 2.19% | Add +1.1% | 79,229 | $10.2M |
| Composition Wealth, LLC | 0.14% | Reduce -2.2% | 78,217 | $10.1M |
| Fifth Third Wealth Advisors LLC | 0.33% | No change | 72,741 | $9.4M |
| Cwm, LLC | 0.02% | Reduce -4.7% | 69,143 | $8.9M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.6% | 68,830 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.1% | 67,966 | $8.8M |
| Comerica Bank | 0.03% | Reduce -2.3% | 62,702 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.1% | 61,773 | $8.0M |
| Bank of Montreal | 0.00% | Add +1.1% | 61,630 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 60,345 | $7.8M |
| St Germain D J Co. Inc. | 0.30% | Add +17.9% | 59,461 | $7.7M |
| Brio Consultants, LLC | 0.99% | Add +0.8% | 58,901 | $7.6M |
| Strategic Point Investment Advisors, LLC | 1.04% | Reduce -2.0% | 58,501 | $7.5M |
| Dunhill Financial, LLC | 2.38% | Reduce -10.5% | 58,475 | $7.5M |
| Choreo, LLC | 0.10% | Add +0.0% | 57,863 | $7.5M |
| Headinvest, LLC | 1.44% | Add +5.6% | 56,282 | $7.3M |
| Aspiriant, LLC | 0.20% | Add +306.4% | 54,846 | $7.1M |
| Perigon Wealth Management, LLC | 0.12% | Add +5.5% | 53,810 | $6.9M |
| Allianz SE | 0.09% | Add +7.8% | 53,354 | $6.9M |
| Assetmark, Inc. | 0.01% | Add +6.8% | 51,873 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +14.9% | 51,083 | $6.6M |
| Erste Asset Management GmbH | 0.05% | Reduce -4.2% | 47,761 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -2.6% | 47,358 | $6.1M |
| Gilbert Capital Group, Inc. | 4.25% | Add +1.1% | 43,886 | $5.7M |
| Gradient Investments LLC | 0.09% | Add +5.9% | 43,751 | $5.6M |
| BBR Partners, LLC | 0.29% | Reduce -0.5% | 42,474 | $5.5M |
| Avise Financial Cooperative, Inc. | 4.72% | — | 40,372 | $5.2M |
| One Wealth Advisors, LLC | 0.63% | Reduce -5.8% | 40,147 | $5.2M |
| Litman Gregory Wealth Management LLC | 0.38% | Reduce -3.4% | 40,142 | $5.2M |
| SageView Advisory Group, LLC | 0.17% | Reduce -3.0% | 39,483 | $5.1M |
| Moment Partners, LLC | 0.98% | Reduce -0.8% | 37,063 | $4.8M |
| Neumann Capital Management, LLC | 1.35% | Reduce -0.7% | 36,198 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +3.8% | 35,858 | $4.6M |
| Cranbrook Wealth Management, LLC | 0.89% | Reduce -2.7% | 35,085 | $4.5M |
| Diversified Enterprises, LLC | 0.27% | Reduce -1.0% | 34,870 | $4.5M |
| Columbia Bank | 1.25% | Reduce -4.9% | 34,840 | $4.5M |
| Laurel Wealth Planning LLC | 2.46% | Reduce -0.5% | 34,440 | $4.4M |
| Sofi Wealth, LLC | 0.22% | Add +24.2% | 34,308 | $4.4M |
| &partners | 0.02% | Reduce -1.4% | 33,919 | $4.4M |
| McClarren Financial Advisors, Inc. | 2.56% | Reduce -40.3% | 12,836 | $4.3M |
| Childress Capital Advisors, LLC | 0.67% | No change | 32,425 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.4% | 31,743 | $4.1M |
| Bailard, Inc. | 0.09% | Add +0.6% | 30,946 | $4.0M |
| True Blue Financial, LLC | 3.24% | — | 30,504 | $3.9M |
| TrueWealth Financial Partners | 3.23% | New | 30,352 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.1% | 29,721 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Add +15.0% | 29,688 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.5% | 29,516 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -1.6% | 29,382 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.0% | 29,038 | $3.7M |
| Pitcairn Wealth Advisors LLC | 0.33% | — | 28,526 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.9% | 28,461 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -54.5% | 28,309 | $3.6M |
"% 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.