We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

310 hedge funds and large institutions have $4.48B invested in iShares Core Dividend Growth ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 59

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $3.76B → $4.48B (+$715M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more funds holding

Funds holding: 288310 (+22)

0.99% more ownership

Funds ownership: 57.04%58.03% (+0.99%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
6.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
43
Increased
167
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TP
101
Tranquility Partners
Tennessee
$2.46M +$2.42M +64,531 New
M&T Bank
102
M&T Bank
New York
$2.43M -$18.5K -493 -0.8%
DWM
103
Destination Wealth Management
California
$2.43M +$2.96K +79 +0.1%
CAL
104
Capital Advisors Ltd
Ohio
$2.4M +$937 +25 +0%
VA
105
Valmark Advisers
Ohio
$2.31M +$1.02M +27,133 +81%
AFP
106
Ausdal Financial Partners
Iowa
$2.3M +$1.08M +28,697 +95%
Citadel Advisors
107
Citadel Advisors
Florida
$2.27M +$2.22M +59,349 New
SPIA
108
Steward Partners Investment Advisory
New York
$2.26M +$1.79M +47,741 +415%
WCG
109
Weaver Consulting Group
California
$2.25M +$225K +6,015 +11%
MA
110
Mutual Advisors
Nebraska
$2.16M -$9.51M -253,723 -82%
CCM
111
Cribstone Capital Management
Maine
$2.14M +$439K +11,704 +26%
AAS
112
Avantax Advisory Services
Texas
$1.91M +$6.41K +171 +0.3%
PAS
113
Park Avenue Securities
New York
$1.91M +$154K +4,098 +9%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.9M +$1.87M +49,778 New
AWA
115
Arete Wealth Advisors
Illinois
$1.9M +$12.7K +338 +0.7%
AFG
116
Albion Financial Group
Utah
$1.88M -$18.3K -488 -1%
FIM
117
Fernwood Investment Management
Massachusetts
$1.82M +$67K +1,788 +4%
AW
118
ACG Wealth
Georgia
$1.8M +$146K +3,890 +9%
WPSG
119
Wealth & Pension Services Group
Georgia
$1.73M -$3.67K -98 -0.2%
CG
120
Colony Group
Massachusetts
$1.73M -$292K -7,785 -15%
WWM
121
Western Wealth Management
Colorado
$1.71M +$201K +5,350 +14%
PCM
122
Parsons Capital Management
Rhode Island
$1.7M +$105K +2,811 +7%
KWM
123
Kingsview Wealth Management
Oregon
$1.68M +$666K +17,781 +68%
SXL
124
Summit X LLC
Missouri
$1.61M +$150K +4,001 +11%
PCM
125
Perritt Capital Management
Illinois
$1.57M -$36.3K -968 -2%