Orion Portfolio Solutions LLC reduced its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 13.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 35,039 shares of the company’s stock after selling 5,313 shares during the period. Orion Portfolio Solutions LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $3,812,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. LPL Financial LLC raised its position in shares of 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 valued at $86,593,000 after purchasing an additional 19,310 shares during the period. Syntrinsic LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 1.7% in the 2nd quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock valued at $83,467,000 after purchasing an additional 13,372 shares in the last quarter. US Bancorp DE raised its holdings in iShares MSCI KLD 400 Social ETF by 121.9% during the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after buying an additional 214,048 shares during the last quarter. Commonwealth Equity Services LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 6.9% during the 2nd quarter. Commonwealth Equity Services LLC now owns 217,580 shares of the company’s stock valued at $22,596,000 after buying an additional 13,985 shares during the last quarter. Finally, Rockefeller Capital Management L.P. raised its holdings in iShares MSCI KLD 400 Social ETF by 5.6% during the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after buying an additional 8,791 shares during the last quarter.
iShares MSCI KLD 400 Social ETF Trading Down 0.6 %
Shares of NYSEARCA DSI opened at $114.71 on Tuesday. The firm has a fifty day simple moving average of $111.43 and a two-hundred day simple moving average of $106.81. The firm has a market capitalization of $5.06 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $87.68 and a 12 month high of $115.78.
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.
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