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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
RCAG
51
Rehmann Capital Advisory Group
Michigan
$977K +$215K +7,175 +29%
ADL
52
Asset Dedication LLC
California
$971K +$197K +6,561 +26%
FAAS
53
First Allied Advisory Services
California
$954K +$922K +30,729 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$948K -$932K -31,072 -50%
FHA
55
Flagship Harbor Advisors
Massachusetts
$927K +$151K +5,018 +20%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$883K +$157K +5,218 +22%
SI
57
SII Investments
Wisconsin
$854K +$298K +9,933 +55%
SG Americas Securities
58
SG Americas Securities
New York
$823K +$811K +27,044 New
KIA
59
KCM Investment Advisors
California
$813K +$407K +13,574 +103%
OAM
60
Occidental Asset Management
California
$770K
CAN
61
Cetera Advisor Networks
California
$734K +$5.13K +171 +0.7%
CG
62
Colony Group
Massachusetts
$728K +$182K +6,080 +34%
PCM
63
Parsons Capital Management
Rhode Island
$720K +$229K +7,627 +48%
Stifel Financial
64
Stifel Financial
Missouri
$708K -$988K -32,917 -59%
FA
65
FDx Advisors
Illinois
$668K +$658K +21,933 New
CG
66
CFO4Life Group
Texas
$580K +$571K +19,043 New
JMPWA
67
JP Morgan Private Wealth Advisors
California
$569K +$107K +3,550 +23%
JP Morgan Chase
68
JP Morgan Chase
New York
$565K +$13.5K +449 +2%
HighTower Advisors
69
HighTower Advisors
Illinois
$547K +$212K +7,075 +64%
PCM
70
Penserra Capital Management
California
$533K -$12.5K -418 -2%
VF
71
Virtu Financial
New York
$509K +$501K +16,700 New
ASN
72
Advisory Services Network
Georgia
$461K +$454K +15,140 New
CS
73
Credit Suisse
Switzerland
$438K +$431K +14,380 New
JIC
74
Johnson Investment Counsel
Ohio
$430K -$10.1K -338 -2%
FHC
75
First Heartland Consultants
Missouri
$417K

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.