BIP Wealth LLC Grows Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

BIP Wealth LLC grew its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 157.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,105 shares of the company’s stock after purchasing an additional 4,350 shares during the quarter. BIP Wealth LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $773,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of DSI. Eagle Bay Advisors LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 100.0% during the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after buying an additional 123 shares in the last quarter. Larson Financial Group LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $28,000. MFA Wealth Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter worth approximately $48,000. ORG Partners LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter valued at approximately $55,000. Finally, Eastern Bank acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at approximately $58,000.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

Shares of DSI opened at $112.10 on Tuesday. The firm has a 50-day moving average price of $109.15 and a 200 day moving average price of $105.19. iShares MSCI KLD 400 Social ETF has a 12-month low of $85.65 and a 12-month high of $114.84. The firm has a market capitalization of $4.95 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.