Lion Street Advisors LLC Trims Stake in iShares Core High Dividend ETF $HDV

Lion Street Advisors LLC reduced its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 34.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,324 shares of the exchange traded fund’s stock after selling 3,393 shares during the quarter. Lion Street Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $741,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Allspring Global Investments Holdings LLC purchased a new position in iShares Core High Dividend ETF during the 2nd quarter worth $119,000. Ellis Investment Partners LLC increased its holdings in iShares Core High Dividend ETF by 0.9% during the 2nd quarter. Ellis Investment Partners LLC now owns 19,437 shares of the exchange traded fund’s stock worth $2,277,000 after purchasing an additional 177 shares during the period. CWM LLC increased its holdings in iShares Core High Dividend ETF by 141.1% during the 2nd quarter. CWM LLC now owns 182,691 shares of the exchange traded fund’s stock worth $21,406,000 after purchasing an additional 106,917 shares during the period. Lodestar Private Asset Management LLC increased its holdings in iShares Core High Dividend ETF by 30.9% during the 2nd quarter. Lodestar Private Asset Management LLC now owns 3,579 shares of the exchange traded fund’s stock worth $419,000 after purchasing an additional 844 shares during the period. Finally, Concurrent Investment Advisors LLC increased its holdings in iShares Core High Dividend ETF by 94.9% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 10,643 shares of the exchange traded fund’s stock worth $1,247,000 after purchasing an additional 5,182 shares during the period.

iShares Core High Dividend ETF Stock Down 0.6%

HDV opened at $120.69 on Monday. The stock’s fifty day moving average is $121.74 and its two-hundred day moving average is $118.18. The company has a market capitalization of $11.52 billion, a P/E ratio of 18.55 and a beta of 0.81. iShares Core High Dividend ETF has a 52 week low of $106.00 and a 52 week high of $124.03.

iShares Core High Dividend ETF Company Profile

The iShares Core High Dividend ETF (HDV) is an exchange-traded fund that is based on the Morningstar Dividend Yield Focus index. The fund tracks a dividend-weighted index of 75 high-yielding US equities, screened for high earnings potential and dividend sustainability. HDV was launched on Mar 29, 2011 and is managed by BlackRock.