Assetmark Inc. Purchases 2,568 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Assetmark Inc. grew its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,872 shares of the company’s stock after purchasing an additional 2,568 shares during the quarter. Assetmark Inc. owned approximately 0.09% of iShares MSCI KLD 400 Social ETF worth $4,555,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in DSI. WoodTrust Financial Corp increased its holdings in iShares MSCI KLD 400 Social ETF by 94.7% in the third quarter. WoodTrust Financial Corp now owns 12,480 shares of the company’s stock valued at $1,358,000 after purchasing an additional 6,070 shares during the period. Farther Finance Advisors LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 10.8% during the third quarter. Farther Finance Advisors LLC now owns 11,320 shares of the company’s stock worth $1,231,000 after acquiring an additional 1,104 shares during the last quarter. Gladstone Institutional Advisory LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter worth approximately $225,000. US Bancorp DE boosted its holdings in 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 acquiring an additional 214,048 shares during the last quarter. Finally, HM Payson & Co. increased its position in iShares MSCI KLD 400 Social ETF by 17.2% during the 3rd quarter. HM Payson & Co. now owns 4,921 shares of the company’s stock valued at $535,000 after purchasing an additional 721 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of NYSEARCA DSI opened at $114.20 on Wednesday. The company’s 50 day moving average price is $108.33 and its 200-day moving average price is $104.73. iShares MSCI KLD 400 Social ETF has a 52-week low of $83.25 and a 52-week high of $114.84. The company has a market capitalization of $5.04 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.