Who owns DSI?
iShares ESG MSCI KLD 400 ETF · iShares
634 institutions reported holding DSI, worth $3.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $602.6M | 4,231,965 | +260,239 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $248.0M | 1,741,833 | −32,644 shares |
| Bank of America Corp. | Charlotte, NC | $200.1M | 1,405,229 | −85,578 shares |
| LPL Financial LLC | Fort Mill, SC | $175.0M | 1,229,365 | −3,494 shares |
| Bank of New York Mellon Corp | New York, NY | $169.9M | 1,193,065 | −61,468 shares |
| JPMorgan Chase & Co | New York, NY | $163.1M | 1,156,395 | −33,595 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $117.1M | 797,286 | −37,538 shares |
| IMA Advisory Services, Inc. | Denver, CO | $63.0M | 444,726 | +32,150 shares |
| UBS Group AG | Zurich, Switzerland | $58.0M | 407,533 | −8,731 shares |
| Betterment LLC | New York, NY | $48.1M | 337,922 | −11,827 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: DSI vs BDYN, DSI vs USMC, DSI vs TSPA, DSI vs ISTB.
Frequently asked questions
Who owns DSI?
634 institutional managers reported holding DSI in Form 13F filings for June 30, 2026, worth $3.5B in total. The largest reported position was held by Morgan Stanley, at $602.6M.
Did institutions buy or sell DSI last quarter?
Reported 13F value rose 21.0% from March 31, 2026, which includes price moves as well as buying and selling. 78 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DSI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.