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iShares Core Dividend Growth ETF

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

120% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 64

30% more capital invested

Capital invested by funds: $2.89B → $3.76B (+$873M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more funds holding

Funds holding: 253288 (+35)

1.4% less ownership

Funds ownership: 58.44%57.04% (-1.4%)

Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
26
Karpus Investment Management
New York
$20.7M +$19.8M +556,521 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$18.7M
BlackRock
28
BlackRock
New York
$18M +$16.5M +464,166 +1,739%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$17.2M +$1.4M +39,456 +9%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$17M +$1.98M +55,686 +14%
SPC
31
Sigma Planning Corp
Michigan
$16.7M +$8.39M +235,959 +109%
SFA
32
Stewardship Financial Advisors
Georgia
$15.7M -$2.48M -69,665 -14%
Mariner
33
Mariner
Kansas
$15.1M +$2.28M +64,181 +18%
FAAS
34
First Allied Advisory Services
California
$14.1M +$13M +364,306 +1,828%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$14.1M -$1.38M -38,916 -9%
CWM
36
Connecticut Wealth Management
Connecticut
$13.6M +$13.2M +371,329 New
CA
37
Cetera Advisors
Colorado
$12.2M -$986K -27,714 -8%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$11.6M +$426K +11,969 +4%
MA
39
Mutual Advisors
Nebraska
$11.4M +$9.33M +262,327 +547%
BAAM
40
Baker Avenue Asset Management
California
$11.3M +$6.59M +185,321 +150%
AssetMark Inc
41
AssetMark Inc
California
$10.6M -$2.51M -70,502 -20%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$9.65M +$2.1M +59,149 +29%
FI
43
FormulaFolio Investments
Michigan
$9.54M -$173K -4,876 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$9.06M -$2.85M -80,225 -25%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.65M +$568K +15,965 +7%
WP
46
WealthShield Partners
North Carolina
$8.21M +$2.1M +59,128 +36%
SCA
47
Stuart Chaussee & Associates
California
$8.06M +$7.8M +219,297 New
CWM
48
Cornerstone Wealth Management
Missouri
$7.93M +$1.75M +49,293 +78%
IWA
49
Independence Wealth Advisors
Virginia
$7.71M +$7.46M +209,677 New
LNC
50
Lincoln National Corp
Pennsylvania
$7.43M +$1.36M +38,299 +23%

DGRO Hedge Fund Activity: Q1 2019 in Review

288 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2019, worth a combined $3.76B — up 30% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DGRO positions and 18 closed out — a net gain of 38 holders — while 141 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.5M. The largest seller was Wells Fargo, cutting an estimated $43M.

  • 288 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2019, up from 253 in Q4 2018.
  • Funds reported $3.76B of iShares Core Dividend Growth ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 56 funds opened new iShares Core Dividend Growth ETF positions in Q1 2019 and 18 closed out, a net change of +38 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $81.5M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2019 was Wells Fargo, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2019.