Shepherd Financial Partners LLC Trims Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Shepherd Financial Partners LLC reduced its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,785 shares of the company’s stock after selling 1,160 shares during the quarter. Shepherd Financial Partners LLC owned approximately 0.06% of iShares MSCI KLD 400 Social ETF worth $2,843,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Raymond James & Associates boosted its position in iShares MSCI KLD 400 Social ETF by 4.6% in the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after buying an additional 1,488 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares during the period. Merit Financial Group LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 47.8% in the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares during the period. Zhang Financial LLC bought a new position in iShares MSCI KLD 400 Social ETF in the third quarter worth approximately $767,000. Finally, Stifel Financial Corp increased its holdings in iShares MSCI KLD 400 Social ETF by 3.4% during the 3rd quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after purchasing an additional 1,384 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 0.9 %

Shares of DSI stock opened at $111.05 on Friday. iShares MSCI KLD 400 Social ETF has a twelve month low of $94.05 and a twelve month high of $115.78. The stock has a fifty day simple moving average of $112.66 and a two-hundred day simple moving average of $109.26. The stock has a market capitalization of $4.90 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company 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.