Allianz SE Grows Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Allianz SE boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 7.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 53,354 shares of the company’s stock after purchasing an additional 3,856 shares during the period. Allianz SE’s holdings in iShares ESG MSCI KLD 400 ETF were worth $6,874,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DSI. Gerber Kawasaki Wealth & Investment Management purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $41,000. Johnson Financial Group Inc. boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 75.6% in the 4th quarter. Johnson Financial Group Inc. now owns 95,412 shares of the company’s stock worth $12,292,000 after buying an additional 41,084 shares during the last quarter. Brooklyn Investment Group purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $443,000. Orion Porfolio Solutions LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.0% in the 4th quarter. Orion Porfolio Solutions LLC now owns 29,038 shares of the company’s stock worth $3,741,000 after buying an additional 566 shares during the last quarter. Finally, Richmond Investment Services LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 4.7% during the fourth quarter. Richmond Investment Services LLC now owns 2,633 shares of the company’s stock worth $339,000 after acquiring an additional 118 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.8%

DSI stock opened at $141.20 on Friday. The stock’s fifty day simple moving average is $136.38 and its two-hundred day simple moving average is $131.00. iShares ESG MSCI KLD 400 ETF has a 1-year low of $111.14 and a 1-year high of $144.71. The stock has a market cap of $5.31 billion, a P/E ratio of 26.56 and a beta of 1.07.

iShares ESG MSCI KLD 400 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.