Spire Wealth Management Trims Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Spire Wealth Management lessened its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 12.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 19,726 shares of the company’s stock after selling 2,858 shares during the period. Spire Wealth Management’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,833,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at about $53,438,000. Cerity Partners LLC lifted its position in iShares MSCI KLD 400 Social ETF by 1,167.3% during the 4th quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock worth $24,656,000 after acquiring an additional 249,424 shares during the period. Bank of New York Mellon Corp grew its stake in shares of iShares MSCI KLD 400 Social ETF by 26.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock valued at $90,476,000 after purchasing an additional 235,262 shares during the last quarter. LPL Financial LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 16.4% in the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock valued at $56,395,000 after purchasing an additional 97,429 shares during the period. Finally, CWM LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 119.5% during the fourth quarter. CWM LLC now owns 171,233 shares of the company’s stock worth $15,591,000 after purchasing an additional 93,208 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $98.68 on Wednesday. The company has a market cap of $4.36 billion, a PE ratio of 29.01 and a beta of 1.09. The stock has a fifty day moving average price of $98.34 and a 200 day moving average price of $92.55. iShares MSCI KLD 400 Social ETF has a 1-year low of $77.24 and a 1-year high of $101.23.

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.