Aptus Capital Advisors LLC Trims Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Aptus Capital Advisors LLC lessened its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report) by 13.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,464 shares of the company’s stock after selling 523 shares during the quarter. Aptus Capital Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $377,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. LPL Financial LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.4% during the 2nd quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock worth $86,593,000 after purchasing an additional 19,310 shares during the period. Syntrinsic LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 1.7% during the 2nd quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock worth $83,467,000 after purchasing an additional 13,372 shares during the period. US Bancorp DE lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% during 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. Commonwealth Equity Services LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 6.9% during the 2nd quarter. Commonwealth Equity Services LLC now owns 217,580 shares of the company’s stock worth $22,596,000 after buying an additional 13,985 shares during the last quarter. Finally, Park Avenue Securities LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.3% during the 2nd quarter. Park Avenue Securities LLC now owns 198,196 shares of the company’s stock worth $20,583,000 after buying an additional 2,639 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 1.4 %

DSI stock opened at $111.65 on Friday. The company has a market cap of $4.93 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The business has a fifty day simple moving average of $108.95 and a 200-day simple moving average of $104.97. iShares MSCI KLD 400 Social ETF has a 52 week low of $85.49 and a 52 week high of $114.84.

About iShares MSCI KLD 400 Social ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSIFree Report).

Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Receive News & Ratings for iShares MSCI KLD 400 Social ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI KLD 400 Social ETF and related companies with MarketBeat.com's FREE daily email newsletter.