521 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Acquired by Scarborough Advisors LLC

Scarborough Advisors LLC bought a new position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 521 shares of the company’s stock, valued at approximately $47,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DSI. Envestnet Asset Management Inc. boosted its holdings in iShares MSCI KLD 400 Social ETF by 12.6% in the fourth quarter. Envestnet Asset Management Inc. now owns 2,438,162 shares of the company’s stock worth $221,995,000 after purchasing an additional 273,658 shares during the last quarter. Cerity Partners LLC raised its position in iShares MSCI KLD 400 Social ETF by 1,167.3% in the fourth quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock worth $24,656,000 after acquiring an additional 249,424 shares during the period. Wells Fargo & Company MN raised its position in iShares MSCI KLD 400 Social ETF by 80.4% in the fourth quarter. Wells Fargo & Company MN now owns 338,465 shares of the company’s stock worth $30,817,000 after acquiring an additional 150,883 shares during the period. Trillium Asset Management LLC raised its position in iShares MSCI KLD 400 Social ETF by 156.0% in the fourth quarter. Trillium Asset Management LLC now owns 171,866 shares of the company’s stock worth $15,649,000 after acquiring an additional 104,736 shares during the period. Finally, LPL Financial LLC raised its position in iShares MSCI KLD 400 Social ETF by 16.4% in the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock worth $56,395,000 after acquiring an additional 97,429 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.5 %

DSI opened at $104.77 on Wednesday. iShares MSCI KLD 400 Social ETF has a 1-year low of $77.47 and a 1-year high of $104.87. The company has a market capitalization of $4.63 billion, a PE ratio of 29.01 and a beta of 1.09. The firm’s 50 day simple moving average is $99.57 and its two-hundred day simple moving average is $96.33.

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.