Onyx Bridge Wealth Group LLC Reduces Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Onyx Bridge Wealth Group LLC cut its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 15.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,979 shares of the company’s stock after selling 3,103 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,847,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. LPL Financial LLC grew its stake in iShares MSCI KLD 400 Social ETF by 2.4% in the second quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock worth $86,593,000 after purchasing an additional 19,310 shares in the last quarter. Syntrinsic LLC lifted its position in iShares MSCI KLD 400 Social ETF by 1.7% during the 2nd quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock worth $83,467,000 after acquiring an additional 13,372 shares during the last quarter. Commonwealth Equity Services LLC increased its stake in iShares MSCI KLD 400 Social ETF by 6.9% in the second quarter. Commonwealth Equity Services LLC now owns 217,580 shares of the company’s stock valued at $22,596,000 after acquiring an additional 13,985 shares during the period. Park Avenue Securities LLC grew its stake in iShares MSCI KLD 400 Social ETF by 1.3% during the second quarter. Park Avenue Securities LLC now owns 198,196 shares of the company’s stock worth $20,583,000 after buying an additional 2,639 shares during the last quarter. Finally, US Bancorp DE lifted its position in shares of iShares MSCI KLD 400 Social ETF by 0.8% during the first quarter. US Bancorp DE now owns 176,410 shares of the company’s stock worth $17,784,000 after purchasing an additional 1,389 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of NYSEARCA:DSI opened at $110.10 on Friday. The company has a 50 day moving average price of $106.35 and a two-hundred day moving average price of $103.10. iShares MSCI KLD 400 Social ETF has a 52 week low of $77.47 and a 52 week high of $110.97. The company has a market capitalization of $4.86 billion, a PE ratio of 29.01 and a beta of 1.09.

About iShares MSCI KLD 400 Social ETF

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.