Concurrent Investment Advisors LLC Decreases Position in iShares Core High Dividend ETF $HDV

Concurrent Investment Advisors LLC decreased its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 37.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,619 shares of the exchange traded fund’s stock after selling 4,024 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $810,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in HDV. Forefront Wealth Partners LLC purchased a new position in iShares Core High Dividend ETF in the third quarter worth about $4,670,000. Calamos Wealth Management LLC boosted its holdings in shares of iShares Core High Dividend ETF by 121.3% in the third quarter. Calamos Wealth Management LLC now owns 16,719 shares of the exchange traded fund’s stock worth $2,047,000 after buying an additional 9,164 shares during the last quarter. Regatta Capital Group LLC grew its position in iShares Core High Dividend ETF by 42.7% during the third quarter. Regatta Capital Group LLC now owns 18,789 shares of the exchange traded fund’s stock valued at $2,301,000 after buying an additional 5,623 shares during the period. Vision Capital Management Inc. purchased a new stake in iShares Core High Dividend ETF during the second quarter valued at approximately $210,000. Finally, Bogart Wealth LLC increased its holdings in iShares Core High Dividend ETF by 362.3% during the third quarter. Bogart Wealth LLC now owns 7,341 shares of the exchange traded fund’s stock valued at $899,000 after buying an additional 5,753 shares during the last quarter.

iShares Core High Dividend ETF Price Performance

Shares of iShares Core High Dividend ETF stock opened at $127.14 on Friday. iShares Core High Dividend ETF has a 1-year low of $106.00 and a 1-year high of $127.33. The company’s fifty day simple moving average is $122.51 and its 200-day simple moving average is $121.47. The stock has a market capitalization of $12.28 billion, a PE ratio of 18.55 and a beta of 0.64.

iShares Core High Dividend ETF 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.