Jim Simons
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Jim Simons’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Jim Simons’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
Q1 		– Sell
-8,500
Closed -$1.1M – 3342
2025
Q4 		$1.1M Sell
8,500
-1,600
-16% -$204K ﹤0.01% 2221
2025
Q3 		$1.27M Buy
10,100
+6,600
+189% +$798K ﹤0.01% 2361
2025
Q2 		$407K Buy
3,500
+1,200
+52% +$128K ﹤0.01% 2936
2025
Q1 		$236K Sell
2,300
-12,800
-85% -$1.4M ﹤0.01% 3020
2024
Q4 		$1.66M Buy
15,100
+9,500
+170% +$1.06M ﹤0.01% 2163
2024
Q3 		$609K Sell
5,600
-1,800
-24% -$189K ﹤0.01% 2693
2024
Q2 		$768K Sell
7,400
-6,300
-46% -$630K ﹤0.01% 2471
2024
Q1 		$1.38M Sell
13,700
-3,800
-22% -$363K ﹤0.01% 2269
2023
Q4 		$1.59M Buy
17,500
+10,200
+140% +$865K ﹤0.01% 2091
2023
Q3 		$594K Buy
7,300
+2,500
+52% +$212K ﹤0.01% 2634
2023
Q2 		$404K Buy
+4,800
New +$381K ﹤0.01% 2985
2022
Q1 		– Sell
-20,600
Closed -$1.91M – 4140
2021
Q4 		$1.91M Buy
20,600
+14,100
+217% +$1.27M ﹤0.01% 2184
2021
Q3 		$541K Buy
+6,500
New +$556K ﹤0.01% 2859
2020
Q3 		– Sell
-3,400
Closed -$201K – 3438
2020
Q2 		$201K Buy
+3,400
New +$189K ﹤0.01% 3159
2020
Q1 		– Sell
-9,800
Closed -$589K – 3508
2019
Q4 		$589K Buy
+9,800
New +$563K ﹤0.01% 2837
2019
Q3 		– Sell
-6,600
Closed -$361K – 3472
2019
Q2 		$361K Buy
+6,600
New +$355K ﹤0.01% 3111

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jim Simons's DSI Position: Q1 2026 in Review

Jim Simons sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 8,500 shares — an estimated $1.1M sold.

Jim Simons first reported a position in DSI in Q2 2019 and held it in 16 quarters. The position peaked at $1.91M in Q4 2021. 591 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Jim Simons reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 8,500 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.1M.
  • Jim Simons first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and held it in 16 quarters.
  • Jim Simons's iShares MSCI KLD 400 Social ETF position peaked at $1.91M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.