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iShares Core Dividend Growth ETF

109 hedge funds and large institutions have $751M invested in iShares Core Dividend Growth ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $567M → $751M (+$185M)

14% more funds holding

Funds holding: 96109 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.92% less ownership

Funds ownership: 56.8%52.89% (-3.9%)

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
56
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$2.59M -$19.2K -641 -0.7%
BTS
27
BB&T Securities
Virginia
$2.59M +$2.55M +85,059 New
PA
28
Planning Alternatives
Michigan
$2.53M +$349K +11,640 +16%
BRWA
29
B. Riley Wealth Advisors
Florida
$2.37M -$281K -9,378 -11%
HB
30
Homrich & Berg
Georgia
$2.37M +$3.81K +127 +0.2%
SPC
31
Sigma Planning Corp
Michigan
$2.31M -$6.79M -226,158 -75%
FI
32
FormulaFolio Investments
Michigan
$2.12M +$270K +8,996 +15%
CCP
33
Cardan Capital Partners
Colorado
$2.05M +$2.02M +67,325 New
TCM
34
Towercrest Capital Management
Pennsylvania
$1.97M +$435K +14,485 +29%
LNC
35
Lincoln National Corp
Pennsylvania
$1.96M +$544K +18,136 +39%
FG
36
Fiduciary Group
Georgia
$1.96M +$111K +3,686 +6%
AWA
37
Arete Wealth Advisors
Illinois
$1.89M +$148K +4,937 +9%
Citigroup
38
Citigroup
New York
$1.7M +$1.02M +34,031 +156%
CFA
39
Carroll Financial Associates
North Carolina
$1.64M +$668K +22,265 +71%
ICOA
40
Investment Centers of America
North Dakota
$1.6M +$1.58M +52,666 New
AFG
41
Albion Financial Group
Utah
$1.58M -$57.4K -1,914 -4%
RJA
42
Raymond James & Associates
Florida
$1.49M -$247K -8,237 -14%
BW
43
Biegel & Waller
Maryland
$1.49M +$141K +4,709 +11%
LFAS
44
Level Four Advisory Services
Texas
$1.34M
WP
45
WealthPLAN Partners
Nebraska
$1.33M +$1.31M +43,808 New
SHIM
46
Stone House Investment Management
Pennsylvania
$1.32M +$1.3M +43,365 New
NPC
47
National Planning Corporation
California
$1.18M +$210K +7,000 +22%
BlackRock
48
BlackRock
New York
$1.09M +$535K +17,837 +98%
CA
49
Cetera Advisors
Colorado
$1.05M +$534K +17,792 +107%
WI
50
Wintrust Investments
Illinois
$1.03M +$496K +16,522 +95%

DGRO Hedge Fund Activity: Q1 2017 in Review

109 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2017, worth a combined $751M — up 33% from $567M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGRO positions and 6 closed out — a net gain of 17 holders — while 56 added to existing stakes and 15 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $33.1M. The largest seller was Sigma Planning Corp, cutting an estimated $6.79M.

  • 109 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2017, up from 96 in Q4 2016.
  • Funds reported $751M of iShares Core Dividend Growth ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 23 funds opened new iShares Core Dividend Growth ETF positions in Q1 2017 and 6 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $33.1M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2017 was Sigma Planning Corp, an estimated $6.79M sold.

Based on aggregated 13F filings for Q1 2017.