SteelPeak Wealth 13F: New $14M Stake in HDV
SteelPeak Wealth initiated a stake in the iShares Core High Dividend ETF, acquiring nearly 490,000 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
SteelPeak Wealth opened a new position of 489,165 shares in iShares Core High Dividend ETF ($HDV), according to a 13F filing with the SEC dated October 16, 2026. It reported 489,165 shares worth $13.68 million at the end of the quarter.
Find the original: SteelPeak Wealth 13F filings on SEC EDGAR
HDV
iShares Core High Dividend ETF
Key Points
- SteelPeak Wealth took a new position in the iShares Core High Dividend ETF, acquiring 489,165 shares valued at about $13.7 million.
- The ETF recently traded around $29.93, which is above its 50-day moving average by about 3.1% and its 200-day average by about 8.5%.
- The ETF has a P/E ratio of 21.2 and offers a dividend yield of 3.05%, reflecting its focus on income-generating investments.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core High Dividend ETF alert may contain errors. Disclosures
SteelPeak Wealth took a new position in the iShares Core High Dividend ETF (HDV) by acquiring 489,165 shares valued at approximately $13.7 million, according to a filing on October 16, 2026. This new stake indicates a significant investment as the fund aims to capitalize on high dividend yield securities.
What Changed in SteelPeak Wealth's HDV Position
SteelPeak Wealth opened a new position in HDV, adding 489,165 shares. This brings their total holdings to 489,165 shares, marking a new entry into the ETF market for the firm.
Other Institutional Activity in HDV
There were no reported transactions from other institutional investors regarding HDV during the same quarter.
iShares Core High Dividend ETF Stock Up 1.1%
As of October 16, 2026, HDV was trading at $29.93. This price is above its 50-day moving average of $29.03 by about 3.1% and its 200-day average of $27.58 by about 8.5%. However, it's slightly below its 52-week high of $30.13 by about 0.7%, showing that while the ETF is performing well, it still has room for growth.
Dividend
HDV has a dividend yield of 3.05%, reflecting its strategy of investing in high dividend-paying securities.
About iShares Core High Dividend ETF
The iShares Core High Dividend ETF invests primarily in high-quality, income-generating securities. It aims to provide investors with a steady income through dividends while maintaining a diversified portfolio. This investment strategy is attractive, especially in a low-interest-rate environment, as it focuses on companies with strong financial health.
Bottom Line
Investors should keep an eye on HDV's performance following SteelPeak Wealth's new position. While this filing reflects holdings as of the reporting period, it may not represent the firm's current stance towards the ETF. Further updates will be available as the next earnings date approaches. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: SteelPeak Wealth's 13F filing on $HDV (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: SteelPeak Wealth 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts