DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -12.5% ·
flujo de acciones 0.0% ·
nuevas posiciones netas -14.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +4 | 16.72M | $2.38B | +5 | −1 |
| Q1 2026 | 57 | -5 | 16.62M | $2.01B | — | −5 |
| Q4 2025 | 61 | 0 | 16.40M | $2.11B | +1 | −1 |
| Q3 2025 | 7 | -1 | 6.55M | $824.68M | — | −1 |
| Q2 2025 | 5 | +1 | 57.97K | $6.73M | +1 | — |
| Q1 2025 | 2 | 0 | 18.38K | $1.88M | — | — |
| Q4 2024 | 2 | -2 | 16.12K | $1.78M | +1 | −3 |
| Q3 2024 | 4 | +3 | 11.30K | $1.23M | +3 | — |
| Q2 2024 | 1 | — | 7.40K | $768,490 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.81M | — | $479.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.81M | — | $479.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.81M | — | $479.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.81M | — | $479.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 2.48M | — | $312.67M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 202.39K | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 202.39K | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 22.18K | -17.0% | $2.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 18.76K | +2.6% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 18.76K | +2.6% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 10.10K | +188.6% | $1.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 5.64K | -0.3% | $710,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 5.64K | -0.3% | $710,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 5.64K | -0.3% | $710,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $443,848 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 584 tenedores, 23.20M acciones, $2.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.