WNY Asset Management LLC Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

WNY Asset Management LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the first quarter, HoldingsChannel.com reports. The institutional investor bought 5,367 shares of the company’s stock, valued at approximately $650,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Bank of New York Mellon Corp boosted its holdings in iShares ESG MSCI KLD 400 ETF by 57.7% in the first quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock valued at $152,037,000 after acquiring an additional 459,248 shares in the last quarter. Global Retirement Partners LLC increased its position in iShares ESG MSCI KLD 400 ETF by 19,185.3% during the 4th quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock valued at $28,597,000 after purchasing an additional 220,823 shares during the period. Natural Investments LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $12,725,000. Ameritas Advisory Services LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 28,951.0% in the 4th quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock worth $12,613,000 after purchasing an additional 97,565 shares in the last quarter. Finally, Northstar Asset Management Inc. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 1,949.0% in the 4th quarter. Northstar Asset Management Inc. now owns 102,389 shares of the company’s stock worth $13,191,000 after purchasing an additional 97,392 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 1.3%

NYSEARCA:DSI opened at $141.46 on Friday. The company has a 50-day moving average price of $140.97 and a 200-day moving average price of $133.84. The stock has a market cap of $5.33 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 month high of $144.71.

About iShares ESG MSCI KLD 400 ETF

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.