Finley Financial LLC Invests $591,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Finley Financial LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 5,290 shares of the company’s stock, valued at approximately $591,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Savvy Advisors Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after buying an additional 112 shares during the last quarter. Sax Wealth Advisors LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after purchasing an additional 115 shares during the last quarter. Vicus Capital grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares during the last quarter. West Financial Advisors LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after purchasing an additional 131 shares during the last quarter. Finally, Golden State Equity Partners grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.9% during the third quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock valued at $528,000 after purchasing an additional 135 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

NYSEARCA:DSI opened at $114.08 on Wednesday. The firm has a market capitalization of $5.04 billion, a PE ratio of 29.01 and a beta of 1.09. The stock has a 50 day moving average of $112.75 and a 200-day moving average of $108.69. iShares MSCI KLD 400 Social ETF has a 52 week low of $92.70 and a 52 week high of $115.78.

iShares MSCI KLD 400 Social ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report).

Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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