Concord Asset Management LLC VA Acquires 385 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Asset Management LLC VA lifted its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 10.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,934 shares of the company’s stock after purchasing an additional 385 shares during the period. Concord Asset Management LLC VA’s holdings in iShares MSCI KLD 400 Social ETF were worth $434,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DSI. US Bancorp DE increased its position in iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after buying an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after acquiring an additional 68,980 shares during the last quarter. Erste Asset Management GmbH bought a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $4,107,000. Sanctuary Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the second quarter valued at about $3,526,000. Finally, Thrivent Financial for Lutherans boosted its position in iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after purchasing an additional 32,957 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

NYSEARCA DSI opened at $112.00 on Friday. The company’s 50 day moving average is $112.87 and its 200-day moving average is $109.07. The firm has a market cap of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12-month low of $92.70 and a 12-month high of $115.78.

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.