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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
PA
76
Planning Alternatives
Michigan
$3.22M -$600K -16,881 -16%
DADC
77
D.A. Davidson & Co
Montana
$3.13M +$272K +7,636 +10%
FF
78
Fluent Financial
Texas
$3.07M +$90.8K +2,552 +3%
FG
79
Fiduciary Group
Georgia
$3.05M +$28.9K +812 +1%
EWA
80
ERTS Wealth Advisors
Michigan
$3.03M -$2.55M -71,622 -46%
ADL
81
Asset Dedication LLC
California
$3.03M +$271K +7,617 +10%
LFAS
82
Level Four Advisory Services
Texas
$2.88M -$166K -4,671 -6%
Lazard Asset Management
83
Lazard Asset Management
New York
$2.85M +$2.76M +77,700 New
BW
84
Biegel & Waller
Maryland
$2.72M +$182K +5,118 +7%
VDI
85
Vaughan David Investments
Illinois
$2.62M +$2.53M +71,230 New
CFA
86
Carroll Financial Associates
North Carolina
$2.61M +$99.4K +2,795 +4%
WWM
87
Willingdon Wealth Management
North Carolina
$2.5M +$2.42M +68,143 New
WWM
88
Windsor Wealth Management
Indiana
$2.45M +$865K +24,328 +57%
M&T Bank
89
M&T Bank
New York
$2.35M +$1.9M +53,425 +502%
DWM
90
Destination Wealth Management
California
$2.33M -$16.3K -457 -0.7%
KCM
91
Karp Capital Management
California
$2.33M +$674K +18,950 +43%
CAL
92
Capital Advisors Ltd
Ohio
$2.31M +$614K +17,258 +38%
SEI Investments
93
SEI Investments
Pennsylvania
$2.28M -$21.9K -617 -1%
WCG
94
Weaver Consulting Group
California
$2M +$1.88M +52,822 New
ASN
95
Advisory Services Network
Georgia
$1.99M +$362K +10,173 +23%
CG
96
Colony Group
Massachusetts
$1.95M +$451K +12,673 +31%
AAS
97
Avantax Advisory Services
Texas
$1.83M +$160K +4,512 +10%
AFG
98
Albion Financial Group
Utah
$1.82M -$4.16K -117 -0.2%
RFC
99
Regions Financial Corp
Alabama
$1.82M +$160K +4,505 +10%
AWA
100
Arete Wealth Advisors
Illinois
$1.81M +$6.05K +170 +0.3%

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.