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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
PAS
101
Park Avenue Securities
New York
$1.71M -$17.5K -493 -1%
FIM
102
Fernwood Investment Management
Massachusetts
$1.69M +$652K +18,342 +67%
WPSG
103
Wealth & Pension Services Group
Georgia
$1.67M +$7.72K +217 +0.5%
CCM
104
Cribstone Capital Management
Maine
$1.63M -$93.6K -2,631 -6%
GFPC
105
Global Financial Private Capital
Florida
$1.61M +$1.56M +43,771 New
AW
106
ACG Wealth
Georgia
$1.59M +$346K +9,740 +29%
PCM
107
Perritt Capital Management
Illinois
$1.54M +$9.82K +276 +0.7%
PCM
108
Parsons Capital Management
Rhode Island
$1.53M +$83.5K +2,348 +6%
KFGK
109
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$65.4K +1,839 +5%
SS
110
Sunbelt Securities
Texas
$1.48M -$70.1K -1,971 -5%
WWM
111
Western Wealth Management
Colorado
$1.45M +$47K +1,321 +3%
SXL
112
Summit X LLC
Missouri
$1.41M +$770K +21,651 +132%
TCM
113
Towercrest Capital Management
Pennsylvania
$1.4M -$4.03M -113,327 -75%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$1.38M +$1.34M +37,540 New
KIA
115
KCM Investment Advisors
California
$1.36M +$53.8K +1,513 +4%
IWS
116
Insight Wealth Strategies
California
$1.26M +$243K +6,841 +25%
RWP
117
RWA Wealth Partners
Massachusetts
$1.26M +$244K +6,860 +25%
CBFP
118
Cedar Brook Financial Partners
Ohio
$1.25M +$358K +10,070 +42%
VA
119
Valmark Advisers
Ohio
$1.23M +$21.9K +615 +2%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$1.21M +$1.17M +32,805 New
CAM
121
Cresset Asset Management
Illinois
$1.2M +$878K +24,699 +315%
CPIA
122
Cornell Pochily Investment Advisors
New York
$1.19M +$169K +4,739 +17%
FHA
123
Flagship Harbor Advisors
Massachusetts
$1.18M +$421K +11,833 +58%
PIMG
124
Patriot Investment Management Group
Tennessee
$1.14M +$1.11M +31,144 New
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.12M +$53.1K +1,492 +5%

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.