iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stake Boosted by HM Payson & Co.

HM Payson & Co. raised its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 17.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,921 shares of the company’s stock after purchasing an additional 721 shares during the period. HM Payson & Co.’s holdings in iShares MSCI KLD 400 Social ETF were worth $535,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in DSI. Eagle Bay Advisors LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 100.0% during the 2nd quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after buying an additional 123 shares during the last quarter. Larson Financial Group LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $28,000. MFA Wealth Advisors LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter worth approximately $48,000. ORG Partners LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $55,000. Finally, Eastern Bank acquired a new position in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at approximately $58,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI opened at $107.76 on Friday. iShares MSCI KLD 400 Social ETF has a 12 month low of $78.33 and a 12 month high of $110.97. The stock has a fifty day moving average price of $107.55 and a 200 day moving average price of $103.84. The company has a market cap of $4.76 billion, a P/E ratio of 29.01 and a beta of 1.09.

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.