Brio Consultants LLC Acquires 3,993 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Brio Consultants LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,693 shares of the company’s stock after acquiring an additional 3,993 shares during the period. iShares MSCI KLD 400 Social ETF comprises approximately 1.0% of Brio Consultants LLC’s holdings, making the stock its 23rd largest position. Brio Consultants LLC owned about 0.13% of iShares MSCI KLD 400 Social ETF worth $6,140,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Dohj LLC increased its position in iShares MSCI KLD 400 Social ETF by 0.3% in the fourth quarter. Dohj LLC now owns 49,883 shares of the company’s stock worth $5,500,000 after buying an additional 151 shares in the last quarter. Concord Asset Management LLC VA grew its stake in shares of iShares MSCI KLD 400 Social ETF by 10.8% during the 4th quarter. Concord Asset Management LLC VA now owns 3,934 shares of the company’s stock valued at $434,000 after acquiring an additional 385 shares during the period. Heck Capital Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter worth approximately $1,302,000. Institute for Wealth Management LLC. raised its stake in iShares MSCI KLD 400 Social ETF by 6.4% during the 4th quarter. Institute for Wealth Management LLC. now owns 30,032 shares of the company’s stock worth $3,311,000 after acquiring an additional 1,795 shares during the period. Finally, Sage Financial Management Group Inc. lifted its holdings in iShares MSCI KLD 400 Social ETF by 12.1% during the fourth quarter. Sage Financial Management Group Inc. now owns 4,150 shares of the company’s stock valued at $458,000 after purchasing an additional 447 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

DSI opened at $112.00 on Friday. The firm has a market cap of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78. The company has a 50 day simple moving average of $112.87 and a two-hundred day simple moving average of $109.07.

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.