Strategic Point Investment Advisors LLC Grows Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Strategic Point Investment Advisors LLC boosted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 2.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 66,195 shares of the company’s stock after buying an additional 1,662 shares during the period. iShares MSCI KLD 400 Social ETF accounts for approximately 1.2% of Strategic Point Investment Advisors LLC’s holdings, making the stock its 19th biggest position. Strategic Point Investment Advisors LLC owned about 0.15% of iShares MSCI KLD 400 Social ETF worth $6,027,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. McClarren Financial Advisors Inc. boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 0.7% in the fourth quarter. McClarren Financial Advisors Inc. now owns 31,166 shares of the company’s stock worth $2,838,000 after acquiring an additional 228 shares during the period. Zevin Asset Management LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter valued at approximately $222,000. Walkner Condon Financial Advisors LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 16.1% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 4,599 shares of the company’s stock valued at $419,000 after buying an additional 639 shares during the last quarter. West Wealth Group LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 21.7% during the fourth quarter. West Wealth Group LLC now owns 5,772 shares of the company’s stock worth $526,000 after acquiring an additional 1,028 shares during the last quarter. Finally, Brookstone Capital Management grew its stake in iShares MSCI KLD 400 Social ETF by 10.5% during the fourth quarter. Brookstone Capital Management now owns 8,534 shares of the company’s stock valued at $777,000 after acquiring an additional 813 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of NYSEARCA DSI opened at $100.95 on Thursday. The company has a market cap of $4.46 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $77.47 and a 52-week high of $102.15. The firm’s fifty day moving average is $98.93 and its two-hundred day moving average is $94.68.

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.

Further Reading

Want to see what other hedge funds are holding DSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report).

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

Receive News & Ratings for iShares MSCI KLD 400 Social ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI KLD 400 Social ETF and related companies with MarketBeat.com's FREE daily email newsletter.