Copley Financial Group Inc. Invests $229,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Copley Financial Group Inc. purchased a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,109 shares of the company’s stock, valued at approximately $229,000.

A number of other hedge funds have also recently added to or reduced their stakes in DSI. US Bancorp DE grew its position in iShares MSCI KLD 400 Social ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after buying an additional 214,048 shares during the period. Williams Financial LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter worth approximately $7,838,000. Erste Asset Management GmbH acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $4,107,000. Sanctuary Advisors LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at approximately $3,526,000. Finally, Thrivent Financial for Lutherans raised its holdings in iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after purchasing an additional 32,957 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

DSI traded up $0.04 during trading on Friday, reaching $114.99. 8,851 shares of the stock were exchanged, compared to its average volume of 107,601. The company has a market capitalization of $5.08 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $89.14 and a 1 year high of $115.78. The business’s 50 day moving average price is $111.88 and its two-hundred day moving average price is $107.01.

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.