Concurrent Investment Advisors LLC Acquires 2,415 Shares of iShares Core High Dividend ETF (NYSEARCA:HDV)

Concurrent Investment Advisors LLC boosted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV) by 88.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,135 shares of the exchange traded fund’s stock after purchasing an additional 2,415 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $576,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the business. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of iShares Core High Dividend ETF by 28.7% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 435 shares of the exchange traded fund’s stock valued at $49,000 after acquiring an additional 97 shares during the period. M&T Bank Corp lifted its stake in shares of iShares Core High Dividend ETF by 1.5% during the 3rd quarter. M&T Bank Corp now owns 725,191 shares of the exchange traded fund’s stock worth $85,297,000 after buying an additional 10,768 shares during the last quarter. OneDigital Investment Advisors LLC lifted its stake in shares of iShares Core High Dividend ETF by 3.0% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 10,497 shares of the exchange traded fund’s stock worth $1,235,000 after buying an additional 303 shares during the last quarter. Perigon Wealth Management LLC lifted its stake in shares of iShares Core High Dividend ETF by 6.6% during the 4th quarter. Perigon Wealth Management LLC now owns 1,940 shares of the exchange traded fund’s stock worth $222,000 after buying an additional 120 shares during the last quarter. Finally, Atlas Legacy Advisors LLC acquired a new stake in shares of iShares Core High Dividend ETF during the 4th quarter worth about $1,277,000.

iShares Core High Dividend ETF Stock Performance

NYSEARCA HDV opened at $120.37 on Tuesday. The firm has a 50-day moving average of $114.34 and a 200-day moving average of $116.61. The stock has a market cap of $11.09 billion, a PE ratio of 19.77 and a beta of 0.82. iShares Core High Dividend ETF has a 52-week low of $105.02 and a 52-week high of $121.70.

About iShares Core High Dividend ETF

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.