iShares MSCI KLD 400 Social ETF

DSI • ARCA

iShares MSCI KLD 400 Social ETF is an exchange-traded fund on ARCA. As of Q3 2025, 548 institutional investors hold shares in this ETF, with total holdings valued at $2.9B. MORGAN STANLEY is the largest holder with a position valued at $479.4M.

Overview

Overview of institutional ownership in DSI as of Q3 2025

All Institutions

Institutions: 548
Value Held: $2.9B
Shares Held: 23.3M
Avg Position: $5.4M
Median Position: $606.4K

Hedge Funds

Hedge Funds: 4
Value Held: $5.4M
Shares Held: 42.5K
Avg Position: $1.3M
Median Position: $1.0M

Biggest Investors

Institutions with the largest positions in DSI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$479.4M 0.03% of portfolio	3.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$242.5M 0.07% of portfolio	1.9M shares	Q3 2014 Held for 11y 2m	$341.99B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$173.0M 0.01% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$156.3M 0.01% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
L LPL Financial LLC Institution	-	$152.9M 0.04% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$147.3M 0.03% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$112.0M 0.03% of portfolio	888.9K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
UBS Group AG Institution	Sergio P. Ermotti CEO	$54.4M 0.01% of portfolio	431.6K shares	Q4 2014 Held for 10y 11m	$511.54B
TrueNorth, Inc. RIA/Wealth	Richard William Holt President	$52.6M 5.30% of portfolio	419.8K shares	Q4 2024 Held for 11 months	$992.3M
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$48.1M 0.10% of portfolio	382.2K shares	Q3 2017 Held for 8y 2m	$47.3B

Net Capital Flow

Institutional buying and selling activity for DSI in Q3 2025

Traded: −$46.4M
Buyers: 191
Sellers: 245
Total Bought: +$72.6M
Total Sold: −$119.0M
Avg Position: $5.2M

Biggest Buyers

Institution	Net Bought	Current Position
Rockefeller Capital Management L.P. Long Only Manager	+$7.9M +62.8K shares	$36.2M 287.1K shares
L LPL Financial LLC Institution	+$6.4M +50.9K shares	$152.9M 1.2M shares
JPMORGAN CHASE & CO Institution	+$5.7M +45.0K shares	$156.3M 1.2M shares
Cetera Investment Advisers RIA/Wealth	+$4.7M +37.3K shares	$27.1M 215.2K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$4.5M +35.6K shares	$10.0M 79.8K shares
Bank of New York Mellon Corp Institution	+$2.7M +21.1K shares	$147.3M 1.2M shares
C Colony Group, LLC Institution	+$2.6M +20.8K shares	$13.0M 102.3K shares
TrueNorth, Inc. RIA/Wealth	+$2.2M +17.8K shares	$52.6M 419.8K shares
PFG Advisors RIA/Wealth	+$2.0M +16.2K shares	$2.0M 16.2K shares
Janney Montgomery Scott LLC RIA/Wealth	+$1.5M +12.0K shares	$8.1M 64.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
HPM Partners LLC RIA/Wealth	−$19.0M −151.1K shares	$15.6M 123.5K shares
NATURAL INVESTMENTS, LLC RIA/Wealth	−$11.6M −99.6K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$8.4M −67.0K shares	$173.0M 1.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$7.4M −59.0K shares	$242.5M 1.9M shares
AMERIPRISE FINANCIAL INC Institution	−$5.4M −43.0K shares	$112.0M 888.9K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$4.8M −38.3K shares	$7.6M 60.5K shares
G GTS SECURITIES LLC Institution	−$4.2M −36.5K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$3.3M −26.2K shares	$25.5M 202.4K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$3.2M −25.4K shares	$46.4M 368.3K shares
MORGAN STANLEY RIA/Wealth	−$3.1M −24.7K shares	$479.4M 3.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DSI in Q3 2025

New Positions: 18
New Value: $4.8M
Exited Positions: 21
Exited Value: $20.4M

New Positions

Institution	Position Value
FIRST HORIZON NATIONAL CORP RIA/Wealth	$934.4K 7.4K shares
NORTHSTAR ASSET MANAGEMENT INC RIA/Wealth	$629.4K 5.0K shares
R RCS Financial Planning, LLC RIA/Wealth	$539.8K 4.3K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$340.4K 2.7K shares
PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth	$253.9K 2.0K shares
INTL FCSTONE INC. Institution	$253.7K 2.0K shares
Signal Advisors Wealth, LLC RIA/Wealth	$244.4K 1.9K shares
Savant Capital, LLC RIA/Wealth	$234.3K 1.9K shares
Sound Stewardship, LLC RIA/Wealth	$215.4K 1.7K shares
Sterling Manor Financial, LLC RIA/Wealth	$210.8K 1.7K shares

Exited Positions

Institution	Previous Position
NATURAL INVESTMENTS, LLC RIA/Wealth	$11.6M 99.6K shares
G GTS SECURITIES LLC Institution	$4.2M 36.5K shares
R Rede Wealth, LLC RIA/Wealth	$705.6K 6.1K shares
Marshall Wace LLP Institution	$443.8K 3.8K shares
Wealth Architects, LLC RIA/Wealth	$425.4K 3.7K shares
H HALL LAURIE J TRUSTEE Institution	$389.1K 3.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$371.7K 3.2K shares
Eqis Capital Management, Inc. RIA/Wealth	$355.2K 3.1K shares
Armis Advisers, LLC RIA/Wealth	$345.7K 3.0K shares
ABSOLUTE INVESTMENT MANAGEMENT LLC RIA/Wealth	$302.8K 2.6K shares

Options Activity

Institutions with the largest Call and Put options positions in DSI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $314.9K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
B Belvedere Trading LLC Institution	$314.9K 25.0 contracts

Most Committed Institutions

Institutions with DSI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
TrueNorth, Inc. RIA/Wealth	Richard William Holt President	5.30% $52.6M	419.8K shares	Q4 2024 Held for 11 months	$992.3M
McClarren Financial Advisors, Inc. RIA/Wealth	Brandon Keith Redmond President	2.61% $4.3M	21.5K shares	Q4 2020 Held for 4y 11m	$163.2M
First Affirmative Financial Network RIA/Wealth	George Richard Gay CEO	2.56% $5.4M	42.6K shares	Q3 2021 Held for 4y 2m	$210.1M
Laurel Wealth Planning LLC RIA/Wealth	Laura Ann Kuntz CEO	2.33% $4.4M	34.6K shares	Q4 2020 Held for 4y 11m	$187.3M
Manchester Capital Management LLC Family Office	Jeffrey Stuart Hall CEO	2.31% $17.0M	135.0K shares	Q4 2015 Held for 9y 11m	$736.6M
Mascoma Wealth Management LLC RIA/Wealth	Zuzana Kuzelova Brochu President	2.18% $9.9M	78.3K shares	Q4 2020 Held for 4y 11m	$453.7M
Francis Financial, Inc. RIA/Wealth	Stacy A Francis President	2.16% $11.8M	93.8K shares	Q2 2022 Held for 3y 5m	$547.7M
D Dunhill Financial, LLC RIA/Wealth	Kamaljit Singh Somal CIO	2.15% $8.2M	65.3K shares	Q2 2023 Held for 2y 5m	$382.5M
Impact Investors, Inc RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	2.05% $3.1M	24.8K shares	Q4 2024 Held for 11 months	$151.9M
Stanich Group LLC RIA/Wealth	Martin James Briesach Managing Partner	1.79% $2.9M	23.3K shares	Q4 2024 Held for 11 months	$163.3M

Hedge Fund Spotlight

Discover hedge funds investing in DSI

Fortis Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Boroughs

Portfolio Value: $710.3M
Positions: 176
Last Reported: Q3 2025

Sector Allocation

Position in iShares MSCI KLD 400 Social ETF

Market Value: $755.9K
Shares Held: 6.0K
Portfolio Weight: 0.11%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$161.5M	22.74%
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.3M	4.69%
3 Nvidia NVDA	Semiconductors Technology	$25.5M	3.59%

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