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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
TCM
276
TD Capital Management
Tennessee
$8K +$36 +1 +0.5%
PWMG
277
Prestige Wealth Management Group
New Jersey
$7K
TFGT
278
TS Financial Group (TSFG)
Illinois
$7K +$7.11K +200 New
AIS
279
Accurate Investment Solutions
Pennsylvania
$5K +$5.23K +147 New
AIM
280
Anchor Investment Management
South Carolina
$4.01K
HNB
281
Huntington National Bank
Ohio
$3K
BFEC
282
Benjamin F. Edwards & Company
Missouri
$2K
CB
283
CNB Bank
Pennsylvania
$2K
AWM
284
Aevitas Wealth Management
Massachusetts
$1K +$996 +28 New
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$1K +$1.1K +31 New
GT
286
Glenmede Trust
Pennsylvania
$299 +$290K +8,158 New
Koshinski Asset Management
287
Koshinski Asset Management
Illinois
$268 +$260K +7,300 New
Jane Street
288
Jane Street
New York
-$5.25M -158,173 Closed
JWM
289
JGP Wealth Management
Oregon
-$4.04M -121,900 Closed
CCP
290
Cardan Capital Partners
Colorado
-$2.06M -62,202 Closed
TPWA
291
TRUE Private Wealth Advisors
Oregon
-$1.59M -47,903 Closed
QAM
292
Questar Asset Management
Minnesota
-$1.2M -36,012 Closed
TWA
293
Tillar-Wenstrup Advisors
Ohio
-$527K -15,879 Closed
CI
294
CX Institutional
Indiana
-$480K -14,481 Closed
Citadel Advisors
295
Citadel Advisors
Florida
-$362K -10,903 Closed
BWM
296
Baystate Wealth Management
Massachusetts
-$369K -10,562 Closed
HR
297
Hayden Royal
North Carolina
-$291K -8,756 Closed
Cerity Partners
298
Cerity Partners
New York
-$242K -7,302 Closed
EPA
299
Element Pointe Advisors
Florida
-$240K -7,230 Closed
FTI
300
Fiduciary Trust International
Massachusetts
-$102K -3,065 Closed

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.