Pennsylvania Capital Management Inc. ADV Boosts Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Pennsylvania Capital Management Inc. ADV increased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 26,816 shares of the company’s stock after purchasing an additional 1,067 shares during the period. iShares MSCI KLD 400 Social ETF makes up about 1.0% of Pennsylvania Capital Management Inc. ADV’s investment portfolio, making the stock its 20th largest position. Pennsylvania Capital Management Inc. ADV owned about 0.06% of iShares MSCI KLD 400 Social ETF worth $2,956,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. US Bancorp DE boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares during the period. Ameritas Advisory Services LLC increased its position in iShares MSCI KLD 400 Social ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after acquiring an additional 68,980 shares during the last quarter. Erste Asset Management GmbH purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at $4,107,000. Sanctuary Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at $3,526,000. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 35.4% in the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after acquiring an additional 32,957 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.9 %

Shares of NYSEARCA:DSI opened at $111.01 on Tuesday. iShares MSCI KLD 400 Social ETF has a 12 month low of $93.88 and a 12 month high of $115.78. The company has a market capitalization of $4.90 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm’s 50-day moving average is $112.84 and its 200 day moving average is $109.13.

iShares MSCI KLD 400 Social ETF Company 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.