Clear Harbor Asset Management LLC Grows Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Clear Harbor Asset Management LLC boosted its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,173 shares of the company’s stock after buying an additional 144 shares during the quarter. Clear Harbor Asset Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,342,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DSI. Savvy Advisors Inc. lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after acquiring an additional 112 shares in the last quarter. Sax Wealth Advisors LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 3.3% during the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares during the last quarter. Vicus Capital raised its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% in the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares in the last quarter. West Financial Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.7% during the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after buying an additional 131 shares during the last quarter. Finally, Golden State Equity Partners grew its position in shares of iShares MSCI KLD 400 Social ETF by 2.9% during the third quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock worth $528,000 after buying an additional 135 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

Shares of NYSEARCA:DSI opened at $112.79 on Tuesday. The firm has a market cap of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09. The company has a fifty day simple moving average of $112.75 and a 200 day simple moving average of $108.69. 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 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.