iShares Core Dividend Growth ETF
DGRO
436 hedge funds and large institutions have $4.93B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 121 reducing their positions, and 70 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 121
11% more funds holding in top 10
Funds holding in top 10: 47 → 52 (+5)
0.22% less ownership
Funds ownership: 56.95% → 56.73% (-0.22%)
4% less funds holding
Funds holding: 453 → 436 (-17)
11% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 70
17% less capital invested
Capital invested by funds: $5.9B → $4.93B (-$975M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$123M |
| 2 |
Morgan Stanley
New York
|
+$50.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$41.1M |
| 4 |
JP Morgan Chase
New York
|
+$38.7M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$30.1M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$20.7M |
| 3 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$17.9M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$15.7M |
| 5 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$15.6M |
DGRO Hedge Fund Activity: Q1 2020 in Review
436 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2020, worth a combined $4.93B — down 17% from $5.9B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of DGRO and 62 opened new positions — a net loss of 8 holders — while 121 trimmed existing stakes and 199 added.
The largest buyer was Capital Investment Advisors, adding an estimated $123M. The largest seller was Karpus Investment Management, cutting an estimated $30.1M.
- 436 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2020, down from 453 in Q4 2019.
- Funds reported $4.93B of iShares Core Dividend Growth ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 62 funds opened new iShares Core Dividend Growth ETF positions in Q1 2020 and 70 closed out, a net change of -8 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q1 2020 was Capital Investment Advisors, an estimated $123M added.
- The largest iShares Core Dividend Growth ETF seller in Q1 2020 was Karpus Investment Management, an estimated $30.1M sold.
Based on aggregated 13F filings for Q1 2020.