iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Holdings Trimmed by Park Avenue Securities LLC

Park Avenue Securities LLC cut its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 166,729 shares of the company’s stock after selling 11,105 shares during the quarter. Park Avenue Securities LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $18,382,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Kathmere Capital Management LLC grew its position in iShares MSCI KLD 400 Social ETF by 41.3% during the fourth quarter. Kathmere Capital Management LLC now owns 9,702 shares of the company’s stock valued at $1,070,000 after purchasing an additional 2,835 shares in the last quarter. Fifth Third Wealth Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 15.2% during the 4th quarter. Fifth Third Wealth Advisors LLC now owns 67,086 shares of the company’s stock valued at $7,396,000 after buying an additional 8,852 shares during the period. Sovereign Financial Group Inc. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 86.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 3,804 shares of the company’s stock valued at $419,000 after acquiring an additional 1,764 shares in the last quarter. Myecfo LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 20.6% in the fourth quarter. Myecfo LLC now owns 3,810 shares of the company’s stock worth $420,000 after acquiring an additional 650 shares during the last quarter. Finally, MRA Advisory Group raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.4% during the fourth quarter. MRA Advisory Group now owns 2,678 shares of the company’s stock worth $295,000 after acquiring an additional 137 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $109.58 on Wednesday. iShares MSCI KLD 400 Social ETF has a one year low of $90.40 and a one year high of $115.78. The business’s 50-day moving average price is $112.87 and its two-hundred day moving average price is $108.48. The company has a market capitalization of $4.84 billion, a P/E ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF 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.