Lido Advisors LLC Decreases Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Lido Advisors LLC decreased its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 25,026 shares of the company’s stock after selling 3,879 shares during the period. Lido Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $3,033,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of New York Mellon Corp boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 57.7% during the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock valued at $152,037,000 after acquiring an additional 459,248 shares during the last quarter. Global Retirement Partners LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 19,185.3% during the fourth quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock valued at $28,597,000 after purchasing an additional 220,823 shares during the last quarter. Natural Investments LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $12,725,000. Ameritas Advisory Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% during the fourth quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares during the last quarter. Finally, Northstar Asset Management Inc. lifted its position in iShares ESG MSCI KLD 400 ETF by 1,949.0% during the fourth quarter. Northstar Asset Management Inc. now owns 102,389 shares of the company’s stock valued at $13,191,000 after purchasing an additional 97,392 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.0%

Shares of DSI stock opened at $137.90 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $144.71. The firm’s 50 day moving average is $141.17 and its 200 day moving average is $133.56. The stock has a market capitalization of $5.16 billion, a P/E ratio of 26.56 and a beta of 1.07.

About iShares ESG MSCI KLD 400 ETF

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.