Ken Griffin
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Ken Griffin’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ken Griffin’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
2025
Q4 		– Sell
-22,175
Closed -$2.79M – 12922
2025
Q3 		$2.79M Sell
22,175
-4,541
-17% -$549K ﹤0.01% 5429
2025
Q2 		$3.1M Buy
26,716
+10,632
+66% +$1.13M ﹤0.01% 4919
2025
Q1 		$1.65M Buy
16,084
+15,060
+1,471% +$1.64M ﹤0.01% 5907
2024
Q4 		$113K Buy
+1,024
New +$114K ﹤0.01% 11287
2024
Q2 		– Sell
-28,943
Closed -$2.9M – 14474
2024
Q1 		$2.92M Sell
28,943
-14,662
-34% -$1.4M ﹤0.01% 4839
2023
Q4 		$3.97M Buy
43,605
+37,044
+565% +$3.14M ﹤0.01% 4139
2023
Q3 		$534K Sell
6,561
-20,352
-76% -$1.73M ﹤0.01% 7920
2023
Q2 		$2.27M Buy
26,913
+11,353
+73% +$902K ﹤0.01% 4944
2023
Q1 		$1.21M Sell
15,560
-39,688
-72% -$3M ﹤0.01% 6367
2022
Q4 		$3.97M Buy
+55,248
New +$3.97M ﹤0.01% 4254
2022
Q3 		– Sell
-45,378
Closed -$3.26M – 12826
2022
Q2 		$3.26M Buy
45,378
+37,873
+505% +$2.95M ﹤0.01% 4601
2022
Q1 		$650K Buy
+7,505
New +$644K ﹤0.01% 8755
2020
Q1 		– Sell
-22,156
Closed -$1.33M – 9684
2019
Q4 		$1.33M Buy
22,156
+16,846
+317% +$968K ﹤0.01% 5074
2019
Q3 		$294K Sell
5,310
-45,262
-90% -$2.5M ﹤0.01% 7584
2019
Q2 		$2.77M Buy
+50,572
New +$2.72M ﹤0.01% 3988
2018
Q4 		– Sell
-6,396
Closed -$342K – 9235
2018
Q3 		$342K Buy
+6,396
New +$337K ﹤0.01% 7360
2017
Q1 		– Sell
-50,816
Closed -$2.09M – 7540
2016
Q4 		$2.09M Buy
+50,816
New +$2.05M ﹤0.01% 2901
2015
Q2 		– Sell
-41,520
Closed -$1.6M – 8780
2015
Q1 		$1.6M Sell
41,520
-25,528
-38% -$981K ﹤0.01% 3353
2014
Q4 		$2.57M Buy
+67,048
New +$2.51M ﹤0.01% 2637

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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ken Griffin's DSI Position: Q4 2025 in Review

Ken Griffin 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.

Ken Griffin first reported a position in DSI in Q4 2014 and held it in 19 quarters. The position peaked at $3.97M in Q4 2023. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Ken Griffin reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Griffin sold 22,175 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $2.79M.
  • Ken Griffin first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and held it in 19 quarters.
  • Ken Griffin's iShares MSCI KLD 400 Social ETF position peaked at $3.97M in Q4 2023.
  • 614 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.