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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
BTS
51
BB&T Securities
Virginia
$7.35M +$1.13M +31,902 +19%
CAN
52
Cetera Advisor Networks
California
$7.19M -$501K -14,087 -7%
DF
53
Donoghue Forlines
Massachusetts
$6.71M -$181K -5,093 -3%
HB
54
Homrich & Berg
Georgia
$6.51M +$629K +17,672 +11%
LFA
55
Legacy Financial Advisors
Kentucky
$6.31M +$584K +16,431 +11%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.99M -$2.77M -77,990 -40%
CIA
57
Capital Investment Advisors
Georgia
$5.82M +$2.05M +57,519 +57%
HFS
58
HL Financial Services
Kentucky
$5.76M +$1.05M +29,466 +23%
CFGS
59
Concourse Financial Group Securities
Alabama
$5.67M +$1.23M +34,654 +29%
Stifel Financial
60
Stifel Financial
Missouri
$5.53M +$551K +15,493 +11%
FA
61
FC Advisory
Pennsylvania
$5.45M -$118K -3,318 -2%
NA
62
NewEdge Advisors
Louisiana
$5.3M +$398K +11,178 +8%
FCAS
63
First Command Advisory Services
Texas
$5.15M +$335K +9,412 +7%
NAM
64
North American Management
Massachusetts
$5.14M -$451K -12,679 -8%
SDWIA
65
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.81M +$156K +4,388 +3%
WDL
66
Well Done LLC
Michigan
$4.75M +$4.6M +129,355 New
BRWA
67
B. Riley Wealth Advisors
Florida
$4.48M +$1.4M +39,267 +48%
1WA
68
180 Wealth Advisors
Washington
$4.44M +$816K +22,935 +24%
FFS
69
Founders Financial Securities
Maryland
$4.33M +$2.8M +78,599 +200%
CRC
70
Curi RMB Capital
Illinois
$4.21M +$1.96M +55,075 +93%
DWT
71
Dorsey & Whitney Trust
South Dakota
$3.68M +$43.8K +1,231 +1%
Citigroup
72
Citigroup
New York
$3.63M +$354K +9,959 +11%
RIL
73
Rothschild Investment LLC
Illinois
$3.39M
RWA
74
Redhawk Wealth Advisors
Minnesota
$3.35M -$91.8K -2,582 -3%
SHIM
75
Stone House Investment Management
Pennsylvania
$3.24M +$1.74M +48,906 +124%

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.