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iShares MSCI KLD 400 Social ETF
DSI

592 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 183 increasing their positions, 230 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.41% more ownership

Funds ownership: 61.89% → 64.3% (+2.4%)

4% less funds holding

Funds holding: 615 → 592 (-23)

6% less capital invested

Capital invested by funds: $3.16B → $2.96B (-$204M)

20% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 230

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less funds holding in top 10

Funds holding in top 10: 13 → 8 (-5)

Holders
592
Holders Change
-23
Holders Change %
-3.74%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
30
Increased
183
Reduced
230
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$58.7M
2
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
+$14M
3
Morgan Stanley
Morgan Stanley
New York
+$13.4M
4
NPT
National Philanthropic Trust
Pennsylvania
+$8.68M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$7.77M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$7.54M
4
FTWA
Fifth Third Wealth Advisors
Ohio
-$5.74M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.83M

DSI Hedge Fund Activity: Q1 2026 in Review

592 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2026, worth a combined $2.96B — down 6.5% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DSI and 30 opened new positions — a net loss of 10 holders — while 230 trimmed existing stakes and 183 added.

The largest buyer was Bank of New York Mellon, adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $24.4M.

  • 592 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2026, down from 615 in Q4 2025.
  • Funds reported $2.96B of iShares MSCI KLD 400 Social ETF stock for Q1 2026, down 6.5% quarter-over-quarter.
  • 30 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2026 and 40 closed out, a net change of -10 holders.
  • The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2026 was Bank of New York Mellon, an estimated $58.7M added.
  • The largest iShares MSCI KLD 400 Social ETF seller in Q1 2026 was Bank of America, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2026.