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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
CAL
326
Capital Analysts LLC
Pennsylvania
$11K -$6.01K -156 -35%
BWM
327
Baystate Wealth Management
Massachusetts
$11K +$77 +2 +0.7%
LWA
328
Lowe Wealth Advisors
Maryland
$11K +$1.73K +45 +20%
TFGT
329
TS Financial Group (TSFG)
Illinois
$11K +$3.47K +90 +45%
HI
330
Hudock Inc
Pennsylvania
$9K +$9.67K +251 New
TIM
331
Tortoise Investment Management
New York
$8K
JFA
332
JNBA Financial Advisors
Minnesota
$7K
AIS
333
Accurate Investment Solutions
Pennsylvania
$6K
TCM
334
TD Capital Management
Tennessee
$6K +$39 +1 +0.7%
EW
335
Evoke Wealth
California
$5.48K +$5.39K +140 New
CFD
336
Creative Financial Designs
Indiana
$5K +$5.2K +135 New
AIM
337
Anchor Investment Management
South Carolina
$4.3K
AAP
338
Arax Advisory Partners
Colorado
$2K
CB
339
CNB Bank
Pennsylvania
$2K
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$1K -$18.8K -489 -94%
GT
341
Glenmede Trust
Pennsylvania
$756 +$429K +11,125 +136%
SCA
342
Stuart Chaussee & Associates
California
-$8.1M -211,900 Closed
Citadel Advisors
343
Citadel Advisors
Florida
-$2.27M -59,349 Closed
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
-$1.9M -49,778 Closed
MIAN
345
Mariner Independent Advisor Network
Kansas
-$1.08M -28,289 Closed
RCAG
346
Rehmann Capital Advisory Group
Michigan
-$1.03M -27,025 Closed
Deutsche Bank
347
Deutsche Bank
Germany
-$896K -23,471 Closed
FAM
348
Formidable Asset Management
Ohio
-$748K -19,341 Closed
VF
349
Virtu Financial
New York
-$505K -13,227 Closed
ACM
350
AlphaStar Capital Management
North Carolina
-$461K -12,078 Closed

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.