Aviso Financial Inc. Increases Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Aviso Financial Inc. raised its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,497 shares of the company’s stock after acquiring an additional 650 shares during the quarter. Aviso Financial Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $607,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of DSI. Bank of New York Mellon Corp increased its holdings in iShares ESG MSCI KLD 400 ETF by 4.8% during the 4th quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock worth $112,502,000 after purchasing an additional 47,183 shares during the period. US Bancorp DE grew its position in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the fourth quarter. US Bancorp DE now owns 401,934 shares of the company’s stock worth $44,313,000 after buying an additional 12,239 shares in the last quarter. Commonwealth Equity Services LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 9.7% during the fourth quarter. Commonwealth Equity Services LLC now owns 238,654 shares of the company’s stock worth $26,312,000 after buying an additional 21,091 shares during the period. Essential Planning LLC. raised its holdings in iShares ESG MSCI KLD 400 ETF by 6,218.7% in the fourth quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after acquiring an additional 229,904 shares in the last quarter. Finally, Ameritas Advisory Services LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after acquiring an additional 68,980 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 2.2 %

Shares of NYSEARCA:DSI opened at $104.20 on Friday. iShares ESG MSCI KLD 400 ETF has a 52 week low of $94.05 and a 52 week high of $115.78. The company’s 50 day moving average is $110.30 and its two-hundred day moving average is $110.25. The company has a market cap of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05.

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.