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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
GIA
276
Gladstone Institutional Advisory
Florida
$207K -$703K -18,254 -78%
CAM
277
Concorde Asset Management
Michigan
$207K -$39.7K -1,031 -16%
WMA
278
Wealth Management Associates
New Jersey
$201K +$198K +5,140 New
CW
279
CreativeOne Wealth
Kansas
$201K +$197K +5,123 New
PWP
280
Personal Wealth Partners
Minnesota
$199K
OIA
281
Optimum Investment Advisors
Illinois
$189K +$186K +4,825 New
AF
282
Advisornet Financial
Minnesota
$162K +$67.4K +1,750 +73%
GEA
283
Glen Eagle Advisors
New Jersey
$148K +$46.4K +1,205 +47%
BWA
284
BDO Wealth Advisors
Florida
$143K
TFS
285
TrustCore Financial Services
Tennessee
$137K
SIAS
286
Shine Investment Advisory Services
Colorado
$116K +$115K +2,976 New
AA
287
Advisory Alpha
Michigan
$107K +$108K +2,805 New
SQA
288
Simon Quick Advisors
New Jersey
$106K +$693 +18 +0.7%
Simplex Trading
289
Simplex Trading
Illinois
$90K +$69.3K +1,800 +359%
APA
290
American Portfolios Advisors
New York
$89.6K
GC
291
Grace Capital
Massachusetts
$86K -$30.2K -783 -26%
HFM
292
Hartford Financial Management
Connecticut
$81K
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$71K -$403K -10,465 -85%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$63K +$62K +1,609 New
SF
295
Synovus Financial
Georgia
$59K +$24.2K +629 +71%
FWM
296
Focused Wealth Management
New York
$58K +$57.1K +1,482 New
JGIA
297
Jackson Grant Investment Advisers
Connecticut
$57K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$56K -$1.85K -48 -3%
WT
299
Whittier Trust
California
$54K
RWG
300
Regal Wealth Group
California
$51K +$50.1K +1,300 New

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.