iShares Core Dividend Growth ETF
DGRO
109 hedge funds and large institutions have $751M invested in iShares Core Dividend Growth ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 15 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
273% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 15
33% more capital invested
Capital invested by funds: $567M → $751M (+$185M)
14% more funds holding
Funds holding: 96 → 109 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.92% less ownership
Funds ownership: 56.8% → 52.89% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$33.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$19.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.9M |
| 5 |
Morgan Stanley
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$6.79M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.73M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.72M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$988K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$932K |
DGRO Hedge Fund Activity: Q1 2017 in Review
109 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2017, worth a combined $751M — up 33% from $567M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DGRO positions and 6 closed out — a net gain of 17 holders — while 56 added to existing stakes and 15 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $33.1M. The largest seller was Sigma Planning Corp, cutting an estimated $6.79M.
- 109 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2017, up from 96 in Q4 2016.
- Funds reported $751M of iShares Core Dividend Growth ETF stock for Q1 2017, up 33% quarter-over-quarter.
- 23 funds opened new iShares Core Dividend Growth ETF positions in Q1 2017 and 6 closed out, a net change of +17 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $33.1M added.
- The largest iShares Core Dividend Growth ETF seller in Q1 2017 was Sigma Planning Corp, an estimated $6.79M sold.
Based on aggregated 13F filings for Q1 2017.