Aspiriant LLC Raises Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Aspiriant LLC grew its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 116.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,494 shares of the company’s stock after purchasing an additional 7,256 shares during the period. Aspiriant LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,488,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Personalized Indexing Management LLC bought a new position in iShares MSCI KLD 400 Social ETF during the second quarter valued at $390,000. Thrivent Financial for Lutherans raised its position in iShares MSCI KLD 400 Social ETF by 14.5% in the 2nd quarter. Thrivent Financial for Lutherans now owns 93,018 shares of the company’s stock worth $9,660,000 after purchasing an additional 11,761 shares during the period. EverSource Wealth Advisors LLC raised its position in iShares MSCI KLD 400 Social ETF by 720.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 8,216 shares of the company’s stock worth $860,000 after purchasing an additional 7,214 shares during the period. Susquehanna International Group LLP lifted its stake in iShares MSCI KLD 400 Social ETF by 39.1% in the second quarter. Susquehanna International Group LLP now owns 39,757 shares of the company’s stock worth $4,129,000 after purchasing an additional 11,170 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 2.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock valued at $3,563,000 after buying an additional 815 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $112.79 on Tuesday. The stock has a 50 day moving average price of $112.75 and a 200 day moving average price of $108.69. iShares MSCI KLD 400 Social ETF has a 52-week low of $90.81 and a 52-week high of $115.78. The firm has a market capitalization of $4.98 billion, a P/E 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.