Colonial River Wealth Management LLC Takes Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Colonial River Wealth Management LLC acquired a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,498 shares of the company’s stock, valued at approximately $207,000.

Several other hedge funds also recently modified their holdings of the company. Wells Financial Advisors INC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 80.6% in the 2nd quarter. Wells Financial Advisors INC now owns 336 shares of the company’s stock valued at $28,000 after purchasing an additional 150 shares in the last quarter. Harbour Investments Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the first quarter valued at $32,000. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the first quarter valued at $39,000. FMR LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 405.1% in the first quarter. FMR LLC now owns 596 shares of the company’s stock valued at $62,000 after acquiring an additional 478 shares in the last quarter. Finally, AlphaCore Capital LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at $100,000.

Shares of DSI traded up $1.27 during mid-day trading on Thursday, hitting $86.52. 295 shares of the company’s stock were exchanged, compared to its average volume of 148,167. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $61.73 and a fifty-two week high of $87.97. The business’s 50 day moving average is $86.02 and its two-hundred day moving average is $82.95.

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.

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

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