Fifth Third Wealth Advisors LLC Has $5.17 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Fifth Third Wealth Advisors LLC grew its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 1,366.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 51,315 shares of the company’s stock after purchasing an additional 47,815 shares during the period. iShares MSCI KLD 400 Social ETF comprises approximately 0.8% of Fifth Third Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest position. Fifth Third Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $5,173,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Oliver Lagore Vanvalin Investment Group boosted its position in iShares MSCI KLD 400 Social ETF by 13.9% during the 4th quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after buying an additional 115 shares during the period. EverSource Wealth Advisors LLC boosted its position in iShares MSCI KLD 400 Social ETF by 17.2% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,002 shares of the company’s stock worth $91,000 after buying an additional 147 shares during the period. Transcend Capital Advisors LLC boosted its position in iShares MSCI KLD 400 Social ETF by 6.9% during the 4th quarter. Transcend Capital Advisors LLC now owns 2,652 shares of the company’s stock worth $241,000 after buying an additional 171 shares during the period. ORG Partners LLC boosted its position in iShares MSCI KLD 400 Social ETF by 36.0% during the 4th quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after buying an additional 173 shares during the period. Finally, CX Institutional boosted its position in iShares MSCI KLD 400 Social ETF by 0.5% during the 4th quarter. CX Institutional now owns 35,636 shares of the company’s stock worth $3,245,000 after buying an additional 179 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Down 0.4 %

iShares MSCI KLD 400 Social ETF stock traded down $0.42 during mid-day trading on Friday, hitting $103.85. 77,702 shares of the stock were exchanged, compared to its average volume of 115,185. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $105.24. The firm’s fifty day simple moving average is $100.60 and its two-hundred day simple moving average is $97.03. The stock has a market capitalization of $4.58 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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