iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stake Lifted by Fingerlakes Wealth Management Inc.

Fingerlakes Wealth Management Inc. raised its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 18,769 shares of the company’s stock after buying an additional 1,137 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up about 1.7% of Fingerlakes Wealth Management Inc.’s investment portfolio, making the stock its 20th largest holding. Fingerlakes Wealth Management Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,069,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. US Bancorp DE grew its holdings in iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd 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 in the last quarter. Ameritas Advisory Services LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Erste Asset Management GmbH acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at $4,107,000. 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 valued at $13,705,000 after purchasing an additional 32,957 shares in the last quarter. Finally, Stanich Group LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the fourth quarter worth about $2,609,000.

iShares MSCI KLD 400 Social ETF Stock Up 0.4 %

Shares of DSI opened at $113.24 on Thursday. iShares MSCI KLD 400 Social ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The firm has a market capitalization of $5.00 billion, a PE ratio of 29.01 and a beta of 1.09. The firm has a 50-day moving average price of $112.13 and a 200 day moving average price of $109.83.

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.