Keystone Financial Planning Inc. Has $3.77 Million Stock Position in iShares Core High Dividend ETF (NYSEARCA:HDV)

Keystone Financial Planning Inc. reduced its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 1.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,142 shares of the exchange traded fund’s stock after selling 570 shares during the quarter. iShares Core High Dividend ETF makes up approximately 1.1% of Keystone Financial Planning Inc.’s holdings, making the stock its 22nd biggest position. Keystone Financial Planning Inc.’s holdings in iShares Core High Dividend ETF were worth $3,772,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Perigon Wealth Management LLC increased its position in shares of iShares Core High Dividend ETF by 6.6% in the fourth quarter. Perigon Wealth Management LLC now owns 1,940 shares of the exchange traded fund’s stock valued at $222,000 after acquiring an additional 120 shares during the last quarter. Atlas Legacy Advisors LLC bought a new position in iShares Core High Dividend ETF in the fourth quarter valued at approximately $1,277,000. Norden Group LLC grew its stake in iShares Core High Dividend ETF by 1.1% in the fourth quarter. Norden Group LLC now owns 19,879 shares of the exchange traded fund’s stock valued at $2,232,000 after purchasing an additional 215 shares in the last quarter. Csenge Advisory Group increased its position in shares of iShares Core High Dividend ETF by 34.9% during the 4th quarter. Csenge Advisory Group now owns 15,937 shares of the exchange traded fund’s stock worth $1,789,000 after purchasing an additional 4,126 shares during the last quarter. Finally, Simmons Bank raised its stake in shares of iShares Core High Dividend ETF by 12.4% during the 4th quarter. Simmons Bank now owns 205,398 shares of the exchange traded fund’s stock worth $23,058,000 after purchasing an additional 22,672 shares in the last quarter.

iShares Core High Dividend ETF Trading Up 0.3%

NYSEARCA HDV opened at $116.05 on Monday. The company has a market cap of $11.11 billion, a PE ratio of 19.94 and a beta of 0.67. iShares Core High Dividend ETF has a 12 month low of $106.01 and a 12 month high of $122.50. The stock has a 50 day moving average of $114.73 and a 200-day moving average of $115.90.

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.