Synergy Asset Management LLC Invests $44,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Synergy Asset Management LLC bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 400 shares of the company’s stock, valued at approximately $44,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. US Bancorp DE boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% during 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 period. Ameritas Advisory Services LLC raised its stake in iShares MSCI KLD 400 Social ETF by 56.7% during the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after acquiring an additional 68,980 shares during the last quarter. Erste Asset Management GmbH acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $4,107,000. Sanctuary Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at approximately $3,526,000. Finally, Thrivent Financial for Lutherans raised its stake in shares of 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 last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $112.00 on Friday. The stock has a fifty day moving average price of $112.87 and a 200 day moving average price of $109.07. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78. The company has a market cap of $4.94 billion, a PE 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.