iShares MSCI KLD 400 Social ETF
638 hedge funds and large institutions have $3.54B invested in iShares MSCI KLD 400 Social ETF in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 235 reducing their positions, and 18 closing their positions.
289% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 18
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $2.96B → $3.54B (+$578M)
7% more funds holding
Funds holding: 596 → 638 (+42)
2.17% more ownership
Funds ownership: 64.33% → 66.49% (+2.2%)
19% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 235
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $498K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$35.7M |
| 2 |
NAMM
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
+$9.27M |
| 3 |
Goldman Sachs
New York
|
+$7.11M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.94M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$8.46M |
| 3 |
Bank of New York Mellon
New York
|
-$8.42M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$6.56M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.14M |
DSI Hedge Fund Activity: Q2 2026 in Review
638 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2026, worth a combined $3.54B — up 20% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new DSI positions and 18 closed out — a net gain of 52 holders — while 191 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $35.7M. The largest seller was Bank of America, cutting an estimated $11.7M.
- 638 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2026, up from 596 in Q1 2026.
- Funds reported $3.54B of iShares MSCI KLD 400 Social ETF stock for Q2 2026, up 20% quarter-over-quarter.
- 70 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2026 and 18 closed out, a net change of +52 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2026 was Morgan Stanley, an estimated $35.7M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2026 was Bank of America, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2026.