Orion Porfolio Solutions LLC Reduces Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Orion Porfolio Solutions LLC decreased its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 32.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,459 shares of the company’s stock after selling 12,354 shares during the period. Orion Porfolio Solutions LLC owned approximately 0.06% of iShares ESG MSCI KLD 400 ETF worth $2,957,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Hilltop Partners LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 23.1% in the second quarter. Hilltop Partners LLC now owns 4,485 shares of the company’s stock worth $521,000 after buying an additional 841 shares during the period. Geneos Wealth Management Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 199.3% in the 2nd quarter. Geneos Wealth Management Inc. now owns 4,579 shares of the company’s stock worth $532,000 after acquiring an additional 3,049 shares in the last quarter. Hollencrest Capital Management lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 427.5% in the 2nd quarter. Hollencrest Capital Management now owns 1,171 shares of the company’s stock valued at $136,000 after purchasing an additional 949 shares during the period. Tower Research Capital LLC TRC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 165.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 14,766 shares of the company’s stock valued at $1,715,000 after purchasing an additional 9,204 shares during the period. Finally, Captrust Financial Advisors boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.1% during the second quarter. Captrust Financial Advisors now owns 151,893 shares of the company’s stock valued at $17,644,000 after purchasing an additional 3,096 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.8%

Shares of DSI stock opened at $127.29 on Friday. The business’s fifty day moving average is $127.52 and its 200 day moving average is $122.32. The stock has a market cap of $4.96 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $131.54.

iShares ESG MSCI KLD 400 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.