We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bellevue Asset Management
Washington
$36K +$34.4K +850 New
GC
402
Grace Capital
Massachusetts
$31K -$58.9K -1,455 -67%
CIR
403
Clear Investment Research
Georgia
$29K -$485 -12 -2%
LWM
404
Liberty Wealth Management
California
$29K
IFAM
405
Institutional & Family Asset Management
Colorado
$29K +$162 +4 +0.6%
FCB
406
First Command Bank
Texas
$28K
FCFS
407
First Command Financial Services
Texas
$28K
CAAS
408
Capital Asset Advisory Services
Michigan
$27K +$25.5K +630 New
KWM
409
Keebeck Wealth Management
Illinois
$24K +$23.5K +580 New
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$121 +3 +0.6%
SWM
411
Selective Wealth Management
Virginia
$23K +$243 +6 +1%
AWMS
412
Advocacy Wealth Management Services
Georgia
$22K -$769 -19 -3%
1NWS
413
1 North Wealth Services
Maryland
$22K
TWA
414
TCI Wealth Advisors
Arizona
$22K +$21.2K +524 New
SIC
415
Salem Investment Counselors
North Carolina
$21K -$15.6K -386 -44%
BCM
416
Bourgeon Capital Management
Connecticut
$21K
QCG
417
Quadrant Capital Group
Ohio
$21K +$21.9K +542 New
AWA
418
Arkadios Wealth Advisors
Georgia
$20.9K +$19.7K +486 New
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$20K +$7K +173 +58%
FMP
420
Financial Management Professionals
Texas
$18K
FP
421
Financial Perspectives
Minnesota
$17.6K +$16.9K +419 New
AC
422
AlphaCore Capital
California
$17K +$16.3K +402 New
CCM
423
Covington Capital Management
California
$15K
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
BFC
425
Bedel Financial Consulting
Indiana
$13K