ISHARES TR MSCI KLD 400 SOCIAL (DSI): Institutional Ownership
Hedge funds and institutional managers reporting a position in DSI. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
6
13F filers
Aggregate Value
$5.0M
Across holders
Last Price
$138.48
2026-06-26
Sector
GICS
Holder activity1 new1 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 22K | $2.8M | 55.6% | 0.0% | Reduced | $-572K | Q3 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 9K | $1.1M | 21.8% | 0.0% | Reduced | $-206K | Q4 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 5K | $641K | 12.8% | 0.0% | Added | +$4K | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 3K | $317K | 6.3% | 0.0% | New | — | Q2 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 1K | $139K | 2.8% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 297 | $36K | 0.7% | 0.0% | Reduced | $-43K | Q1 2026 |
Reduced
Hedge Fund
$2.8M· 55.6% of total· 0.0% port· 22K sh· $-572K QoQ· Q3 2025
Reduced
Hedge Fund
$1.1M· 21.8% of total· 0.0% port· 9K sh· $-206K QoQ· Q4 2025
Added
Hedge Fund
$641K· 12.8% of total· 0.0% port· 5K sh· +$4K QoQ· Q1 2026
New
Hedge Fund
$317K· 6.3% of total· 0.0% port· 3K sh· — QoQ· Q2 2025
Unchanged
Hedge Fund
$139K· 2.8% of total· 0.0% port· 1K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$36K· 0.7% of total· 0.0% port· 297 sh· $-43K QoQ· Q1 2026