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iShares Core Dividend Growth ETF

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

120% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 64

30% more capital invested

Capital invested by funds: $2.89B → $3.76B (+$873M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more funds holding

Funds holding: 253288 (+35)

1.4% less ownership

Funds ownership: 58.44%57.04% (-1.4%)

Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
226
FinTrust Capital Advisors
South Carolina
$136K
LHC
227
Little House Capital
Massachusetts
$127K +$123K +3,464 New
MSA
228
Marino Stram & Associates
Massachusetts
$108K +$427 +12 +0.4%
IFAM
229
Institutional & Family Asset Management
Colorado
$102K +$533 +15 +0.5%
SQA
230
Simon Quick Advisors
New Jersey
$99K +$569 +16 +0.6%
CWA
231
Clarus Wealth Advisors
Arizona
$97K +$38.2K +1,073 +69%
FAM
232
Formidable Asset Management
Ohio
$95K +$1.02M +28,716 +145%
AA
233
Advisory Alpha
Michigan
$84.8K +$80.8K +2,273 New
APA
234
American Portfolios Advisors
New York
$84.2K +$7.82K +220 +11%
Bessemer Group
235
Bessemer Group
New Jersey
$84K +$81.1K +2,281 New
BWA
236
BDO Wealth Advisors
Florida
$83K +$32.9K +924 +69%
GC
237
Grace Capital
Massachusetts
$80K +$16.2K +455 +26%
HFM
238
Hartford Financial Management
Connecticut
$76K
AF
239
Advisornet Financial
Minnesota
$76K +$69.6K +1,956 +1,845%
NFG
240
Next Financial Group
Texas
$75K -$642K -18,064 -90%
NFH
241
NEXT Financial Holdings
Texas
$75K +$72.7K +2,043 New
TA
242
TCG Advisors
Texas
$75K +$72.9K +2,050 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$74.9K +$10.6K +298 +17%
LF
244
Lee Financial
Texas
$71K +$68.9K +1,936 New
LPWM
245
Lake Point Wealth Management
Texas
$68K -$2.88M -81,102 -98%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$52K
WT
247
Whittier Trust
California
$50K
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$47K -$4.8K -135 -9%
OWD
249
Osborn Williams & Donohoe
Ohio
$46K +$43.9K +1,234 New
BWM
250
BerganKDV Wealth Management
Minnesota
$45K -$71.1K -2,000 -62%

DGRO Hedge Fund Activity: Q1 2019 in Review

288 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2019, worth a combined $3.76B — up 30% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DGRO positions and 18 closed out — a net gain of 38 holders — while 141 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.5M. The largest seller was Wells Fargo, cutting an estimated $43M.

  • 288 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2019, up from 253 in Q4 2018.
  • Funds reported $3.76B of iShares Core Dividend Growth ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 56 funds opened new iShares Core Dividend Growth ETF positions in Q1 2019 and 18 closed out, a net change of +38 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $81.5M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2019 was Wells Fargo, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2019.