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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
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$28.6M +$4.05M +105,118 +17%
KIM
27
Karpus Investment Management
New York
$27.6M +$3.69M +95,883 +16%
CWM
28
Connecticut Wealth Management
Connecticut
$26.9M +$2.12M +54,995 +9%
FAAS
29
First Allied Advisory Services
California
$25M +$4.42M +114,677 +22%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$21.8M +$1.56M +40,589 +8%
SFA
31
Stewardship Financial Advisors
Georgia
$21.5M +$1.42M +36,877 +7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$21.2M +$1.19M +30,859 +6%
FI
33
FormulaFolio Investments
Michigan
$20.4M +$4.2M +108,967 +27%
Mariner
34
Mariner
Kansas
$19.1M +$1.99M +51,763 +12%
SPC
35
Sigma Planning Corp
Michigan
$18.9M +$823K +21,360 +5%
CIA
36
Capital Investment Advisors
Georgia
$18.3M +$10.1M +263,168 +129%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$17.3M
BlackRock
38
BlackRock
New York
$17.1M -$11.5M -298,650 -41%
TIA
39
Traphagen Investment Advisors
New Jersey
$15.8M +$4.21M +109,287 +37%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$15.7M +$4.91M +127,556 +47%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$14M -$1.16M -30,064 -8%
CA
42
Cetera Advisors
Colorado
$13.5M +$11.5K +299 +0.1%
Jane Street
43
Jane Street
New York
$13.3M -$3.2M -83,115 -20%
HighTower Advisors
44
HighTower Advisors
Illinois
$13.2M +$3.62M +94,062 +39%
BAAM
45
Baker Avenue Asset Management
California
$13.1M -$1.46K -38 -0%
BTS
46
BB&T Securities
Virginia
$11.9M +$3.49M +90,651 +43%
KA
47
Kovack Advisors
Florida
$11.2M +$5.11M +132,607 +86%
NA
48
NewEdge Advisors
Louisiana
$10.7M +$4.78M +124,177 +83%
LNC
49
Lincoln National Corp
Pennsylvania
$10.6M +$1.32M +34,162 +14%
WP
50
WealthShield Partners
North Carolina
$9.84M +$1.18M +30,512 +14%

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.