iShares MSCI KLD 400 Social ETF
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
171% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 24
94% more call options, than puts
Call options by funds: $342K | Put options by funds: $176K
17% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]
5% more funds holding
Funds holding: 530 [Q3] → 559 (+29) [Q4]
1.49% more ownership
Funds ownership: 59.12% [Q3] → 60.6% (+1.49%) [Q4]
5% more capital invested
Capital invested by funds: $2.82B [Q3] → $2.94B (+$129M) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 213
Research analyst outlook
We haven’t received any recent analyst ratings for DSI.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
Stock Picks From Seeking Alpha's February 2025 New Analysts
In February, twenty-three new analysts joined Seeking Alpha, offering diverse stock picks and insights, from biotech to automotive and energy sectors. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bearish views on German automotive and LNG sectors, while bullish on biotech, fintech, and energy companies.
Neutral
Seeking Alpha
1 year ago
DSI: Nothing Compelling Here
iShares MSCI KLD 400 Social ETF is a passively managed ETF that tracks the MSCI KLD 400 Social Index, focusing on US companies with positive ESG characteristics. DSI's top holdings are similar to other large-cap ETFs, lacking diversification benefits. DSI's sector composition closely mirrors the S&P 500, reducing the need to switch unless ESG is a core part of the portfolio.
Positive
Seeking Alpha
1 year ago
For DSI, Ethics Is Not A Drag
iShares MSCI KLD 400 Social ETF invests with environmental, social, and corporate governance principles, or ESG. Valuation and growth metrics for the DSI ETF are underwhelming, but quality is above par. Past performance is similar to the S&P 500. Investors including ethical principles in their strategy may buy DSI without sacrificing performance, but keep in mind it is very heavy in technology.
Charts implemented using Lightweight Charts™