We are live on ! Find out more
DGRO icon

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
SWA
51
Stratos Wealth Advisors
Ohio
$9.81M +$728K +18,904 +8%
RWA
52
Redhawk Wealth Advisors
Minnesota
$8.59M +$5.12M +132,917 +153%
CAN
53
Cetera Advisor Networks
California
$8.58M +$664K +17,225 +9%
IWA
54
Independence Wealth Advisors
Virginia
$8.35M +$245K +6,350 +3%
NFC
55
Northeast Financial Consultants
Connecticut
$8.03M +$6.63M +172,109 +521%
AWM
56
Avior Wealth Management
Nebraska
$7.77M +$122K +3,170 +2%
HB
57
Homrich & Berg
Georgia
$7.66M +$208K +5,396 +3%
SWP
58
Stratos Wealth Partners
Ohio
$7.55M +$6.26M +162,395 +532%
Stifel Financial
59
Stifel Financial
Missouri
$7.36M +$993K +25,788 +16%
LFA
60
Legacy Financial Advisors
Kentucky
$7.31M +$373K +9,680 +5%
AssetMark Inc
61
AssetMark Inc
California
$7.07M -$3.9M -101,308 -36%
FFS
62
Founders Financial Securities
Maryland
$6.92M -$2.23M -58,000 -25%
BRWA
63
B. Riley Wealth Advisors
Florida
$6.85M +$619K +16,072 +10%
FCAS
64
First Command Advisory Services
Texas
$6.43M +$453K +11,756 +8%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5.99M
CFGS
66
Concourse Financial Group Securities
Alabama
$5.94M -$623K -16,174 -10%
FA
67
FC Advisory
Pennsylvania
$5.75M +$42.1K +1,094 +0.8%
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.69M +$318K +8,262 +6%
NAM
69
North American Management
Massachusetts
$5.59M -$1.32M -34,198 -19%
WDL
70
Well Done LLC
Michigan
$5.46M +$178K +4,615 +3%
VDI
71
Vaughan David Investments
Illinois
$5.38M +$936K +24,305 +21%
Lazard Asset Management
72
Lazard Asset Management
New York
$5.25M -$2.7K -70 -0.1%
1WA
73
180 Wealth Advisors
Washington
$4.97M +$252K +6,539 +5%
CWM
74
Cornerstone Wealth Management
Missouri
$4.62M +$192K +4,984 +4%
DADC
75
D.A. Davidson & Co
Montana
$4.56M +$466K +12,106 +12%

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.