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iShares Core Dividend Growth ETF

342 hedge funds and large institutions have $4.83B invested in iShares Core Dividend Growth ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

146% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 68

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more funds holding

Funds holding: 310342 (+32)

8% more capital invested

Capital invested by funds: $4.48B → $4.83B (+$359M)

1.87% less ownership

Funds ownership: 58.03%56.16% (-1.9%)

Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
7.5%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
55
Increased
167
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Marietta Wealth Management
Georgia
$285K +$62.9K +1,632 +29%
CA
252
Calton & Associates
Florida
$284K +$22.1K +575 +9%
JHCP
253
Jackson Hole Capital Partners
Oklahoma
$283K
SAM
254
SignalPoint Asset Management
Missouri
$280K +$3.47K +90 +1%
S
255
SignatureFD
Georgia
$278K -$72.1K -1,872 -21%
GWM
256
Geneos Wealth Management
Colorado
$275K
PAS
257
Partnervest Advisory Services
California
$271K -$160K -4,164 -38%
FCA
258
FinTrust Capital Advisors
South Carolina
$264K
MMA
259
Miracle Mile Advisors
California
$251K +$247K +6,422 New
FSA
260
Fort Sheridan Advisors
Illinois
$246K
AWM
261
Aries Wealth Management
Maine
$245K -$18.8K -488 -7%
GVAG
262
Great Valley Advisor Group
Delaware
$244K -$15.5K -402 -6%
WA
263
WBH Advisory
Maryland
$243K +$239K +6,214 New
NFG
264
Next Financial Group
Texas
$242K -$526K -13,662 -69%
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$238K +$21.8K +565 +10%
Lido Advisors
266
Lido Advisors
California
$237K
RW
267
RVW Wealth
California
$237K
IWC
268
Integrated Wealth Concepts
Massachusetts
$236K -$9.28K -241 -4%
BW
269
Bison Wealth
Georgia
$235K
CCP
270
Corient Capital Partners
California
$235K
DAM
271
Deltec Asset Management
New York
$231K +$228K +5,914 New
OIA
272
OneDigital Investment Advisors
Kansas
$223K +$219K +5,691 New
JWM
273
JGP Wealth Management
Oregon
$222K
WS
274
Wedbush Securities
California
$210K +$207K +5,375 New
ECG
275
Edge Capital Group
Georgia
$209K

DGRO Hedge Fund Activity: Q3 2019 in Review

342 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2019, worth a combined $4.83B — up 8% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRO positions and 21 closed out — a net gain of 34 holders — while 167 added to existing stakes and 68 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $47.7M. The largest seller was Horizon Investments, cutting an estimated $61.5M.

  • 342 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2019, up from 310 in Q2 2019.
  • Funds reported $4.83B of iShares Core Dividend Growth ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 55 funds opened new iShares Core Dividend Growth ETF positions in Q3 2019 and 21 closed out, a net change of +34 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2019 was RiverFront Investment Group, an estimated $47.7M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2019 was Horizon Investments, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2019.