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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
BWM
301
BerganKDV Wealth Management
Minnesota
$48K +$231 +6 +0.5%
LF
302
Lee Financial
Texas
$39K -$35.7K -927 -48%
ST
303
Sageworth Trust
Pennsylvania
$39K
SIC
304
Salem Investment Counselors
North Carolina
$35K +$34.1K +886 New
SCA
305
Stonebridge Capital Advisors
Minnesota
$34K
FGAM
306
Financial Gravity Asset Management
Texas
$34K +$33.5K +869 New
RIA
307
Realta Investment Advisors
Delaware
$33K +$15.4K +400 +94%
CIR
308
Clear Investment Research
Georgia
$27K -$193 -5 -0.7%
IFAM
309
Institutional & Family Asset Management
Colorado
$27K +$154 +4 +0.6%
LWM
310
Liberty Wealth Management
California
$27K +$26.3K +682 New
FCB
311
First Command Bank
Texas
$26K
FCFS
312
First Command Financial Services
Texas
$26K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$8.94K -232 -30%
SWM
314
Selective Wealth Management
Virginia
$21K +$20.8K +541 New
AWMS
315
Advocacy Wealth Management Services
Georgia
$21K +$21.1K +547 New
1NWS
316
1 North Wealth Services
Maryland
$20K +$20.1K +522 New
BCM
317
Bourgeon Capital Management
Connecticut
$19K +$18.9K +490 New
FMP
318
Financial Management Professionals
Texas
$16K +$16.1K +418 New
CCM
319
Covington Capital Management
California
$14K
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$23.7K -615 -64%
KFS
321
Kelly Financial Services
Massachusetts
$12K
BFC
322
Bedel Financial Consulting
Indiana
$12K
PCG
323
Private Capital Group
Connecticut
$12K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$12K +$1.93K +50 +20%
GI
325
Gradient Investments
Minnesota
$12K +$11.3K +294 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.