Carret Asset Management LLC Invests $1.10 Million in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Carret Asset Management LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 10,114 shares of the company’s stock, valued at approximately $1,100,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DSI. Williams Financial LLC purchased a new position in iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at $7,838,000. Cetera Investment Advisers increased its position in shares of iShares MSCI KLD 400 Social ETF by 78.1% during the first quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock valued at $15,306,000 after buying an additional 66,567 shares during the period. Sanctuary Advisors LLC bought a new position in iShares MSCI KLD 400 Social ETF in the second quarter worth about $3,526,000. Raymond James Financial Services Advisors Inc. raised its stake in iShares MSCI KLD 400 Social ETF by 31.5% in the second quarter. Raymond James Financial Services Advisors Inc. now owns 125,919 shares of the company’s stock worth $13,077,000 after buying an additional 30,143 shares in the last quarter. Finally, First Affirmative Financial Network lifted its holdings in iShares MSCI KLD 400 Social ETF by 70.2% in the third quarter. First Affirmative Financial Network now owns 69,382 shares of the company’s stock worth $7,548,000 after buying an additional 28,614 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $109.96 on Friday. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $110.97. The company has a market capitalization of $4.85 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The business’s 50 day moving average price is $107.25 and its two-hundred day moving average price is $103.56.

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.