Birch Hill Investment Advisors LLC Raises Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Birch Hill Investment Advisors LLC boosted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 11.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,358 shares of the company’s stock after buying an additional 344 shares during the quarter. Birch Hill Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $344,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DSI. Revolve Wealth Partners LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares in the last quarter. Allworth Financial LP lifted its stake in iShares ESG MSCI KLD 400 ETF by 1.2% in the 4th quarter. Allworth Financial LP now owns 24,801 shares of the company’s stock valued at $2,856,000 after buying an additional 299 shares in the last quarter. Kestra Investment Management LLC purchased a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $175,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors purchased a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $2,543,000. Finally, Fingerlakes Wealth Management Inc. lifted its stake in iShares ESG MSCI KLD 400 ETF by 6.4% in the 4th quarter. Fingerlakes Wealth Management Inc. now owns 18,769 shares of the company’s stock worth $2,069,000 after purchasing an additional 1,137 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI opened at $112.08 on Wednesday. The company’s 50 day simple moving average is $106.26 and its two-hundred day simple moving average is $108.18. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $115.78. The firm has a market capitalization of $4.54 billion, a price-to-earnings ratio of 25.64 and a beta of 1.06.

iShares ESG MSCI KLD 400 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.