Concord Asset Management LLC VA Reduces Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Asset Management LLC VA lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 65.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,549 shares of the company’s stock after selling 6,689 shares during the period. Concord Asset Management LLC VA’s holdings in iShares MSCI KLD 400 Social ETF were worth $386,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. US Bancorp DE increased its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% in 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 last quarter. Williams Financial LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth $7,838,000. Cetera Investment Advisers increased its stake in shares of iShares MSCI KLD 400 Social ETF by 78.1% in the first quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after buying an additional 66,567 shares during the last quarter. Sanctuary Advisors LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth $3,526,000. Finally, Raymond James Financial Services Advisors Inc. increased its stake in shares of iShares MSCI KLD 400 Social ETF by 31.5% in the second quarter. Raymond James Financial Services Advisors Inc. now owns 125,919 shares of the company’s stock worth $13,077,000 after buying an additional 30,143 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

DSI stock opened at $111.65 on Friday. iShares MSCI KLD 400 Social ETF has a 1-year low of $85.49 and a 1-year high of $114.84. The firm has a fifty day moving average price of $109.15 and a two-hundred day moving average price of $105.06. The firm has a market cap of $4.93 billion, a price-to-earnings 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.