Monterey Private Wealth Inc. Cuts Holdings in iShares Core High Dividend ETF (NYSEARCA:HDV)

Monterey Private Wealth Inc. lowered its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,849 shares of the exchange traded fund’s stock after selling 93 shares during the quarter. Monterey Private Wealth Inc.’s holdings in iShares Core High Dividend ETF were worth $320,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Providence Capital Advisors LLC bought a new stake in iShares Core High Dividend ETF in the 3rd quarter worth approximately $32,000. Westside Investment Management Inc. boosted its stake in shares of iShares Core High Dividend ETF by 57.1% in the 3rd quarter. Westside Investment Management Inc. now owns 297 shares of the exchange traded fund’s stock worth $35,000 after buying an additional 108 shares during the last quarter. McClarren Financial Advisors Inc. grew its holdings in shares of iShares Core High Dividend ETF by 53.5% in the third quarter. McClarren Financial Advisors Inc. now owns 333 shares of the exchange traded fund’s stock worth $39,000 after acquiring an additional 116 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its position in iShares Core High Dividend ETF by 28.7% during the fourth 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 last quarter. Finally, Tompkins Financial Corp bought a new position in iShares Core High Dividend ETF in the third quarter valued at about $53,000.

iShares Core High Dividend ETF Stock Performance

Shares of NYSEARCA:HDV opened at $114.90 on Tuesday. iShares Core High Dividend ETF has a 52-week low of $101.06 and a 52-week high of $121.70. The stock has a market capitalization of $10.85 billion, a price-to-earnings ratio of 13.82 and a beta of 0.55. The stock’s 50-day simple moving average is $115.63 and its two-hundred day simple moving average is $115.85.

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.