Johnson Financial Group Inc. Acquires 18,313 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Johnson Financial Group Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 19.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 113,725 shares of the company’s stock after acquiring an additional 18,313 shares during the period. iShares ESG MSCI KLD 400 ETF makes up 0.5% of Johnson Financial Group Inc.’s investment portfolio, making the stock its 23rd largest position. Johnson Financial Group Inc. owned about 0.30% of iShares ESG MSCI KLD 400 ETF worth $13,782,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of DSI. JSF Financial LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 4.4% in the first quarter. JSF Financial LLC now owns 1,960 shares of the company’s stock valued at $238,000 after purchasing an additional 83 shares in the last quarter. Hollencrest Capital Management grew its stake in iShares ESG MSCI KLD 400 ETF by 42.4% in the 1st quarter. Hollencrest Capital Management now owns 1,667 shares of the company’s stock worth $202,000 after buying an additional 496 shares in the last quarter. Scarborough Advisors LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $103,000. IMA Advisory Services Inc. increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 1.1% in the 1st quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock worth $49,743,000 after buying an additional 4,652 shares during the last quarter. Finally, Bartlett & CO. Wealth Management LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 2.2% during the 1st quarter. Bartlett & CO. Wealth Management LLC now owns 5,888 shares of the company’s stock valued at $714,000 after buying an additional 125 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI opened at $139.65 on Tuesday. The business’s fifty day simple moving average is $141.33 and its 200 day simple moving average is $133.30. iShares ESG MSCI KLD 400 ETF has a 52 week low of $117.08 and a 52 week high of $144.71. The stock has a market cap of $5.25 billion, a PE ratio of 26.56 and a beta of 1.07.

iShares ESG MSCI KLD 400 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.