iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stake Trimmed by Tcwp LLC

Tcwp LLC reduced its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,098 shares of the company’s stock after selling 108 shares during the quarter. iShares MSCI KLD 400 Social ETF comprises approximately 3.3% of Tcwp LLC’s holdings, making the stock its 6th largest position. Tcwp LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,360,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Envestnet Asset Management Inc. grew its holdings in shares of 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 valued at $221,995,000 after purchasing an additional 273,658 shares in the last quarter. LPL Financial LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.4% in the 2nd quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock worth $86,593,000 after purchasing an additional 19,310 shares during the period. Syntrinsic LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.7% in the 2nd quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock worth $83,467,000 after purchasing an additional 13,372 shares during the period. Sei Investments Co. increased its position in shares of iShares MSCI KLD 400 Social ETF by 3.5% during the 4th quarter. Sei Investments Co. now owns 369,583 shares of the company’s stock valued at $33,651,000 after purchasing an additional 12,577 shares during the last quarter. Finally, Wells Fargo & Company MN boosted its stake in iShares MSCI KLD 400 Social ETF by 80.4% during the fourth quarter. Wells Fargo & Company MN now owns 338,465 shares of the company’s stock worth $30,817,000 after buying an additional 150,883 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 0.4 %

Shares of DSI opened at $107.69 on Friday. The company’s fifty day simple moving average is $104.27 and its 200-day simple moving average is $101.90. The company has a market cap of $4.75 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a twelve month low of $77.47 and a twelve month high of $108.53.

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.