Citadel Advisors
DSI icon

Citadel Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Citadel Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$498K Buy
+3,500
New +$480K ﹤0.01% 9873
2025
Q2 		– Sell
-1,600
Closed -$164K – 13077
2025
Q1 		$164K Hold
1,600
– – ﹤0.01% 10729
2024
Q4 		$176K Buy
1,600
+800
+100% +$89.4K ﹤0.01% 10644
2024
Q3 		$87K Buy
800
+100
+14% +$10.5K ﹤0.01% 11304
2024
Q2 		$72.7K Buy
700
+300
+75% +$30K ﹤0.01% 11332
2024
Q1 		$40.3K Buy
+400
New +$38.3K ﹤0.01% 12386
2023
Q4 		– Sell
-100
Closed -$8.14K – 14452
2023
Q3 		$8.14K Buy
+100
New +$8.48K ﹤0.01% 13215
2023
Q1 		– Sell
-400
Closed -$28.7K – 14862
2022
Q4 		$28.7K Buy
+400
New +$28.7K ﹤0.01% 12795

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Citadel Advisors's DSI Position: Q4 2025 in Review

Citadel Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 22,175 shares — an estimated $2.79M sold.

Citadel Advisors first reported a position in DSI in Q4 2014 and held it in 19 quarters. The position peaked at $3.97M in Q4 2023. 617 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Citadel Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 22,175 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $2.79M.
  • Citadel Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and held it in 19 quarters.
  • Citadel Advisors's iShares MSCI KLD 400 Social ETF position peaked at $3.97M in Q4 2023.
  • 617 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.