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 Q2	–	Sell	-1,000	Closed	-$102K	–	13076
2025 Q1	$102K	Sell	1,000 -2,100	-68%	-$229K	﹤0.01%	11422
2024 Q4	$342K	Buy	3,100 +100	+3%	+$11.2K	﹤0.01%	9389
2024 Q3	$326K	Hold	3,000	–	–	﹤0.01%	9155
2024 Q2	$312K	Hold	3,000	–	–	﹤0.01%	9055
2024 Q1	$302K	Hold	3,000	–	–	﹤0.01%	9435
2023 Q4	$273K	Buy	+3,000	New	+$255K	﹤0.01%	9342
2023 Q3	–	Sell	-200	Closed	-$16.8K	–	14457
2023 Q2	$16.8K	Sell	200 -5,200	-96%	-$413K	﹤0.01%	12879
2023 Q1	$421K	Buy	5,400 +1,300	+32%	+$98.2K	﹤0.01%	8657
2022 Q4	$294K	Buy	+4,100	New	+$295K	﹤0.01%	9362
2022 Q2	–	Sell	-3,200	Closed	-$277K	–	13098
2022 Q1	$277K	Sell	3,200 -3,800	-54%	-$326K	﹤0.01%	10764
2021 Q4	$650K	Buy	+7,000	New	+$631K	﹤0.01%	9027

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 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.