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iShares Core Dividend Growth ETF
DGRO

58 hedge funds and large institutions have $291M invested in iShares Core Dividend Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

45% more capital invested

Capital invested by funds: $201M → $291M (+$90.1M)

32% more funds holding

Funds holding: 44 → 58 (+14)

2.33% less ownership

Funds ownership: 69.16% → 66.83% (-2.3%)

Holders
58
Holders Change
+14
Holders Change %
+31.82%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
21
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$22M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$17.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13.6M
5
GFG
Gray Financial Group
Georgia
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.8M
3
UBS Group
UBS Group
Switzerland
-$6.74M
4
Jane Street
Jane Street
New York
-$1.52M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
51
TD Capital Management
Tennessee
$13K -$21.4K -854 -63%
US Bancorp
52
US Bancorp
Minnesota
$13K +$12.4K +494 New
SIM
53
Sonora Investment Management
Arizona
$11K +$10.3K +410 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$8K -$38K -1,515 -84%
TIM
55
Tortoise Investment Management
New York
$5K +$5.14K +205 New
AIM
56
Anchor Investment Management
South Carolina
$2.69K +$2.56K +102 New
Jane Street
57
Jane Street
New York
– -$1.52M -59,059 Closed
NEIRG
58
New England Investment & Retirement Group
Massachusetts
– -$1.43M -55,510 Closed
FSA
59
Financial Sense Advisors
California
– -$635K -24,700 Closed
CCP
60
Cardan Capital Partners
Colorado
– -$341K -13,291 Closed
Baird Financial Group
61
Baird Financial Group
Wisconsin
– -$326K -12,708 Closed
BlackRock
62
BlackRock
New York
– +$75 +3 New
1 2
3