Brookstone Capital Management Reduces Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Brookstone Capital Management lowered its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,017 shares of the company’s stock after selling 517 shares during the period. Brookstone Capital Management’s holdings in iShares MSCI KLD 400 Social ETF were worth $808,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in DSI. Stifel Financial Corp grew its stake in iShares MSCI KLD 400 Social ETF by 14.4% during the 3rd quarter. Stifel Financial Corp now owns 33,920 shares of the company’s stock valued at $2,761,000 after purchasing an additional 4,271 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 2.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,027,744 shares of the company’s stock worth $83,698,000 after buying an additional 27,766 shares during the period. Sei Investments Co. raised its position in iShares MSCI KLD 400 Social ETF by 0.9% during the 3rd quarter. Sei Investments Co. now owns 357,006 shares of the company’s stock worth $29,064,000 after buying an additional 3,064 shares during the last quarter. Morgan Stanley lifted its stake in iShares MSCI KLD 400 Social ETF by 1.8% during the 3rd quarter. Morgan Stanley now owns 4,492,710 shares of the company’s stock valued at $365,752,000 after acquiring an additional 81,233 shares during the period. Finally, Financial Gravity Asset Management Inc. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 1,287.5% in the 3rd quarter. Financial Gravity Asset Management Inc. now owns 24,073 shares of the company’s stock valued at $1,960,000 after acquiring an additional 22,338 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA:DSI opened at $103.85 on Friday. The firm has a market capitalization of $4.58 billion, a P/E ratio of 29.01 and a beta of 1.09. The company’s fifty day moving average price is $100.80 and its 200-day moving average price is $97.20. iShares MSCI KLD 400 Social ETF has a 1-year low of $77.47 and a 1-year high of $105.24.

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.