Stratos Wealth Advisors LLC Sells 790 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Stratos Wealth Advisors LLC reduced its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 15.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,468 shares of the company’s stock after selling 790 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $493,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. US Bancorp DE grew its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after purchasing an additional 68,980 shares during the last quarter. Rockefeller Capital Management L.P. grew its stake in shares of iShares MSCI KLD 400 Social ETF by 5.6% during the third quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after purchasing an additional 8,791 shares during the last quarter. Gemmer Asset Management LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 5.3% during the third quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after purchasing an additional 6,440 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its stake in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after purchasing an additional 32,957 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

DSI opened at $111.05 on Friday. iShares MSCI KLD 400 Social ETF has a one year low of $94.05 and a one year high of $115.78. The company’s 50 day simple moving average is $112.66 and its 200-day simple moving average is $109.26. The stock has a market capitalization of $4.90 billion, a P/E ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company 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.