iShares MSCI KLD 400 Social ETF
596 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 31 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 40 closing their positions.
2.56% more ownership
Funds ownership: 61.76% → 64.33% (+2.6%)
3% less funds holding
Funds holding: 617 → 596 (-21)
6% less capital invested
Capital invested by funds: $3.15B → $2.96B (-$196M)
20% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 230
23% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 40
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$58.7M |
| 2 |
NAMM
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
+$14M |
| 3 |
Morgan Stanley
New York
|
+$13.4M |
| 4 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$8.68M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 3 |
FTWA
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
-$5.74M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$4.83M |
| 5 |
JP Morgan Chase
New York
|
-$4.43M |
DSI Hedge Fund Activity: Q1 2026 in Review
596 of the 8,208 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 6.2% from $3.15B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of DSI and 31 opened new positions — a net loss of 9 holders — while 230 trimmed existing stakes and 185 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.
- 596 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2026, down from 617 in Q4 2025.
- Funds reported $2.96B of iShares MSCI KLD 400 Social ETF stock for Q1 2026, down 6.2% quarter-over-quarter.
- 31 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2026 and 40 closed out, a net change of -9 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.