iShares MSCI KLD 400 Social ETF (DSI)

• Market cap: $4.93B
• 1 day: 0.73%
• 5 days: 0.59%
• 1 month: 2.71%
• 3 months: 11.19%
• 6 months: 20.54%
• Year to date: 13.18%
• 1 year: 17.2%
• 5 years: 96.05%
• 10 years: 242.49%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $2.52B [Q1] → $2.78B (+$257M) [Q2]

2% more funds holding

Funds holding: 540 [Q1] → 551 (+11) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

0.61% less ownership

Funds ownership: 59.6% [Q1] → 58.99% (-0.61%) [Q2]

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224