iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stock Holdings Lessened by Essential Planning LLC.

Essential Planning LLC. trimmed its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,697 shares of the company’s stock after selling 212 shares during the quarter. Essential Planning LLC.’s holdings in iShares MSCI KLD 400 Social ETF were worth $402,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in the stock. LPL Financial LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 2.4% in the second quarter. LPL Financial LLC now owns 833,826 shares of the company’s stock worth $86,593,000 after purchasing an additional 19,310 shares in the last quarter. Syntrinsic LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.7% in the second quarter. Syntrinsic LLC now owns 804,959 shares of the company’s stock worth $83,467,000 after purchasing an additional 13,372 shares in the last quarter. US Bancorp DE lifted its position in shares of iShares MSCI KLD 400 Social ETF by 121.9% in the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares in the last quarter. Commonwealth Equity Services LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 6.9% in the second quarter. Commonwealth Equity Services LLC now owns 217,580 shares of the company’s stock worth $22,596,000 after purchasing an additional 13,985 shares in the last quarter. Finally, Park Avenue Securities LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the second quarter. Park Avenue Securities LLC now owns 198,196 shares of the company’s stock worth $20,583,000 after purchasing an additional 2,639 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

NYSEARCA:DSI opened at $111.65 on Friday. The stock’s 50 day moving average price is $109.15 and its 200 day moving average price is $105.13. iShares MSCI KLD 400 Social ETF has a 52 week low of $85.49 and a 52 week high of $114.84. The company has a market capitalization of $4.93 billion, a P/E ratio of 29.01 and a beta of 1.09.

About iShares MSCI KLD 400 Social 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.