iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Acquired by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC increased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 8.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,968 shares of the company’s stock after acquiring an additional 318 shares during the period. KFA Private Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $437,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. US Bancorp DE raised its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after acquiring an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares during the last quarter. Rockefeller Capital Management L.P. increased its holdings in iShares MSCI KLD 400 Social ETF by 5.6% in the third quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after buying an additional 8,791 shares during the last quarter. Gemmer Asset Management LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 5.3% in the third quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after buying an additional 6,440 shares during the last quarter. Finally, Thrivent Financial for Lutherans increased its holdings in iShares MSCI KLD 400 Social ETF by 35.4% in the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after buying an additional 32,957 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA:DSI opened at $111.97 on Tuesday. The firm has a market capitalization of $4.94 billion, a PE ratio of 29.01 and a beta of 1.09. The business’s fifty day moving average price is $112.88 and its 200 day moving average price is $108.94. iShares MSCI KLD 400 Social ETF has a 12 month low of $92.70 and a 12 month high of $115.78.

iShares MSCI KLD 400 Social ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.