Gemmer Asset Management LLC Decreases Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Gemmer Asset Management LLC trimmed its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 126,319 shares of the company’s stock after selling 653 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up approximately 1.4% of Gemmer Asset Management LLC’s investment portfolio, making the stock its 23rd largest position. Gemmer Asset Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $13,927,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. US Bancorp DE increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after acquiring an additional 68,980 shares during the last quarter. Rockefeller Capital Management L.P. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.6% during the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock worth $17,906,000 after acquiring an additional 8,791 shares during the period. Thrivent Financial for Lutherans boosted its position in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after acquiring an additional 32,957 shares during the last quarter. Finally, PFG Investments LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 4.9% in the third quarter. PFG Investments LLC now owns 91,840 shares of the company’s stock valued at $9,991,000 after purchasing an additional 4,323 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI stock opened at $112.79 on Monday. The company has a market capitalization of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09. The firm’s 50-day moving average is $112.78 and its two-hundred day moving average is $108.64. iShares MSCI KLD 400 Social ETF has a 12 month low of $90.81 and a 12 month 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.