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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
KCM
76
Karp Capital Management
California
$4.43M +$445K +11,550 +11%
GCM
77
Gibraltar Capital Management
Oklahoma
$4.33M +$4.26M +110,593 New
DWT
78
Dorsey & Whitney Trust
South Dakota
$4.19M
Citigroup
79
Citigroup
New York
$4.08M +$77.3K +2,007 +2%
ADL
80
Asset Dedication LLC
California
$4.07M +$324K +8,415 +9%
SAM
81
Stringer Asset Management
Tennessee
$4.06M +$3.99M +103,637 New
WWM
82
Windsor Wealth Management
Indiana
$3.98M +$603K +15,665 +18%
TWA
83
Tillar-Wenstrup Advisors
Ohio
$3.91M +$3.85M +99,879 New
RIL
84
Rothschild Investment LLC
Illinois
$3.61M
SS
85
Sunbelt Securities
Texas
$3.52M +$1.91M +49,586 +123%
RFC
86
Regions Financial Corp
Alabama
$3.5M +$453K +11,755 +15%
PWA
87
Physician Wealth Advisors
Utah
$3.46M +$3.24M +84,139 New
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$3.39M +$2.04M +52,848 +156%
PA
89
Planning Alternatives
Michigan
$3.39M -$10.1K -261 -0.3%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$3.35M -$692K -17,956 -17%
DAS
91
Dynamic Advisor Solutions
Arizona
$3.34M +$582K +15,114 +22%
WS
92
Wela Strategies
Georgia
$3.34M +$3.29M +85,342 New
FG
93
Fiduciary Group
Georgia
$3.08M -$94.6K -2,455 -3%
AWE
94
Avidian Wealth Enterprises
Texas
$3.07M +$2.77M +71,873 +1,079%
EDRIA
95
Edmonds Duncan Registered Investment Advisors
Kansas
$2.96M +$65.1K +1,689 +2%
CAL
96
Capital Advisors Ltd
Ohio
$2.94M +$547K +14,189 +23%
SHIM
97
Stone House Investment Management
Pennsylvania
$2.93M +$2.88M +74,805 New
CRC
98
Curi RMB Capital
Illinois
$2.92M -$934K -24,237 -24%
US Bancorp
99
US Bancorp
Minnesota
$2.9M +$75.8K +1,968 +3%
BW
100
Biegel & Waller
Maryland
$2.89M -$53.1K -1,378 -2%

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.