McClarren Financial Advisors Inc. Increases Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

McClarren Financial Advisors Inc. grew its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4,031.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,443 shares of the company’s stock after acquiring an additional 20,924 shares during the quarter. iShares MSCI KLD 400 Social ETF comprises about 1.2% of McClarren Financial Advisors Inc.’s investment portfolio, making the stock its 14th biggest holding. McClarren Financial Advisors Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,333,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in DSI. Global Assets Advisory LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 1st quarter worth approximately $3,250,000. Austin Private Wealth LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 5.1% in the 1st quarter. Austin Private Wealth LLC now owns 13,835 shares of the company’s stock worth $1,380,000 after purchasing an additional 667 shares during the period. Sovereign Financial Group Inc. bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 1st quarter worth approximately $206,000. Aspiriant LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF in the 1st quarter worth approximately $629,000. Finally, Revolve Wealth Partners LLC raised its stake in iShares MSCI KLD 400 Social ETF by 5.6% during the 1st quarter. Revolve Wealth Partners LLC now owns 14,290 shares of the company’s stock worth $1,441,000 after acquiring an additional 759 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.3 %

NYSEARCA DSI traded up $0.31 on Friday, reaching $110.41. 42,590 shares of the stock were exchanged, compared to its average volume of 107,841. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $110.97. The firm has a market capitalization of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09. The company’s 50-day simple moving average is $106.55 and its two-hundred day simple moving average is $103.19.

iShares MSCI KLD 400 Social 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.