iShares MSCI KLD 400 Social ETF
DSI

$107.68

0.4%

Market Cap: $4.73B

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

327% more call options, than puts

Call options by funds: $312K | Put options by funds: $73K

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $3.09B [Q1] → $3.3B (+$206M) [Q2]

3% more funds holding

Funds holding: 491 [Q1] → 505 (+14) [Q2]

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 162

9.7% less ownership

Funds ownership: 69.51% [Q1] → 59.82% (-9.7%) [Q2]

22% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 7 (-2) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for DSI.

See Analyst Rankings

Financial journalist opinion

Neutral

Seeking Alpha

5 months 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