Annex Advisory Services LLC Acquires New Stake in iShares Core High Dividend ETF (NYSEARCA:HDV)

Annex Advisory Services LLC purchased a new position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,714 shares of the exchange traded fund’s stock, valued at approximately $529,000.

A number of other institutional investors and hedge funds also recently modified their holdings of HDV. Orion Portfolio Solutions LLC raised its holdings in shares of iShares Core High Dividend ETF by 372.6% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 479,666 shares of the exchange traded fund’s stock valued at $56,418,000 after purchasing an additional 378,179 shares during the period. International Assets Investment Management LLC grew its stake in iShares Core High Dividend ETF by 13,316.2% in the 3rd quarter. International Assets Investment Management LLC now owns 281,875 shares of the exchange traded fund’s stock valued at $33,154,000 after buying an additional 279,774 shares during the last quarter. LPL Financial LLC grew its stake in iShares Core High Dividend ETF by 13.7% in the 3rd quarter. LPL Financial LLC now owns 2,236,027 shares of the exchange traded fund’s stock valued at $263,001,000 after buying an additional 268,992 shares during the last quarter. World Investment Advisors LLC acquired a new position in iShares Core High Dividend ETF in the 3rd quarter valued at about $28,952,000. Finally, Principal Securities Inc. grew its stake in iShares Core High Dividend ETF by 705.5% in the 3rd quarter. Principal Securities Inc. now owns 192,255 shares of the exchange traded fund’s stock valued at $22,613,000 after buying an additional 168,388 shares during the last quarter.

iShares Core High Dividend ETF Stock Performance

Shares of 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 firm has a market cap of $10.85 billion, a P/E ratio of 13.82 and a beta of 0.55. The firm’s 50-day simple moving average is $115.63 and its 200 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.