iShares Core Dividend Growth ETF
DGRO
81 hedge funds and large institutions have $375M invested in iShares Core Dividend Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 9
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $290M → $375M (+$84.3M)
11% more funds holding
Funds holding: 73 → 81 (+8)
0.78% less ownership
Funds ownership: 59.54% → 58.75% (-0.78%)
Top Buyers
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.6M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$10.5M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$7.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.74M |
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$9.04M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$7.85M |
| 3 |
Jane Street
New York
|
-$3.57M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$1.56M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$390K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
76
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $3K | +$2.93K | +105 | New |
|
77
AssetMark Inc
Concord,
California
| $3K | +$2.96K | +106 | New |
|
|
AIM
78
Anchor Investment Management
Columbia,
South Carolina
| $2.83K | – | – | – |
|
|
IWMPD
79
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $2K | – | – | – |
|
|
LWA
80
Lowe Wealth Advisors
Columbia,
Maryland
| $1K | +$697 | +25 | +100% |
|
|
CCP
81
Cardan Capital Partners
Denver,
Colorado
| – | -$1.56M | -57,161 | Closed |
|
|
NFA
82
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$390K | -14,305 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$102K | -3,732 | Closed |
|
84
Citigroup
New York
| – | -$1K | -35 | Closed |
|
DGRO Hedge Fund Activity: Q3 2016 in Review
81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2016, worth a combined $375M — up 29% from $290M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DGRO positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 9 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $23.3M. The largest seller was Lazard Asset Management, cutting an estimated $9.04M.
- 81 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2016, up from 73 in Q2 2016.
- Funds reported $375M of iShares Core Dividend Growth ETF stock for Q3 2016, up 29% quarter-over-quarter.
- 14 funds opened new iShares Core Dividend Growth ETF positions in Q3 2016 and 4 closed out, a net change of +10 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2016 was PNC Financial Services Group, an estimated $23.3M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2016 was Lazard Asset Management, an estimated $9.04M sold.
Based on aggregated 13F filings for Q3 2016.