Bristlecone Advisors LLC Increases Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Bristlecone Advisors LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 37.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 855 shares of the company’s stock after buying an additional 234 shares during the quarter. Bristlecone Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $94,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Paladin Wealth LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at approximately $96,000. Sapient Capital LLC grew its stake in iShares MSCI KLD 400 Social ETF by 834.5% during the 3rd quarter. Sapient Capital LLC now owns 23,147 shares of the company’s stock valued at $2,518,000 after purchasing an additional 20,670 shares in the last quarter. Zhang Financial LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at approximately $767,000. Vontobel Holding Ltd. grew its stake in iShares MSCI KLD 400 Social ETF by 5.5% during the 3rd quarter. Vontobel Holding Ltd. now owns 9,107 shares of the company’s stock valued at $991,000 after purchasing an additional 473 shares in the last quarter. Finally, Claro Advisors LLC grew its stake in iShares MSCI KLD 400 Social ETF by 447.9% during the 3rd quarter. Claro Advisors LLC now owns 14,602 shares of the company’s stock valued at $1,589,000 after purchasing an additional 11,937 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.6 %

Shares of NYSEARCA DSI opened at $111.70 on Tuesday. The firm has a market cap of $4.93 billion, a PE ratio of 29.01 and a beta of 1.09. The business has a 50 day moving average price of $112.59 and a two-hundred day moving average price of $109.36. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78.

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.