HBK Sorce Advisory LLC Takes $235,000 Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

HBK Sorce Advisory LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the 2nd quarter, Holdings Channel reports. The firm acquired 3,035 shares of the company’s stock, valued at approximately $235,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in DSI. Morgan Stanley raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 18.5% during the second quarter. Morgan Stanley now owns 416,855 shares of the company’s stock valued at $45,587,000 after purchasing an additional 65,204 shares during the period. Envestnet Asset Management Inc. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 50.8% during the second quarter. Envestnet Asset Management Inc. now owns 131,377 shares of the company’s stock valued at $14,367,000 after purchasing an additional 44,261 shares during the period. Parallel Advisors LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 137.2% during the second quarter. Parallel Advisors LLC now owns 49,132 shares of the company’s stock valued at $5,373,000 after purchasing an additional 28,422 shares during the period. Creative Planning raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 36.3% during the second quarter. Creative Planning now owns 103,198 shares of the company’s stock valued at $11,286,000 after purchasing an additional 27,470 shares during the period. Finally, Citadel Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the second quarter valued at about $2,765,000.

Shares of DSI traded down $0.07 on Wednesday, reaching $110.21. The company’s stock had a trading volume of 4,537 shares, compared to its average volume of 61,777. iShares MSCI KLD 400 Social ETF has a twelve month low of $87.16 and a twelve month high of $113.41. The firm has a fifty day moving average of $109.70 and a 200-day moving average of $108.41.



The firm also recently announced a — dividend, which will be paid on Monday, September 30th. Investors of record on Wednesday, September 25th will be issued a $0.4286 dividend. The ex-dividend date is Tuesday, September 24th. This represents a dividend yield of 1.5%.

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.

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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