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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
CFA
101
Carroll Financial Associates
North Carolina
$2.88M -$41.3K -1,072 -1%
LFAS
102
Level Four Advisory Services
Texas
$2.85M -$22.2K -576 -0.8%
WWM
103
Willingdon Wealth Management
North Carolina
$2.84M +$73.6K +1,910 +3%
SCP
104
Syntal Capital Partners
Texas
$2.82M -$691K -17,941 -20%
W
105
WealthOne
New York
$2.79M +$14K +364 +0.5%
SPIA
106
Steward Partners Investment Advisory
New York
$2.77M +$448K +11,637 +20%
ASN
107
Advisory Services Network
Georgia
$2.73M
TPWA
108
TRUE Private Wealth Advisors
Oregon
$2.66M -$591K -15,355 -18%
TP
109
Tranquility Partners
Tennessee
$2.6M +$78.4K +2,035 +3%
FF
110
Fluent Financial
Texas
$2.54M -$352K -9,139 -12%
FTS
111
Fifth Third Securities
Ohio
$2.54M +$518K +13,451 +10%
VA
112
Valmark Advisers
Ohio
$2.51M +$138K +3,586 +6%
MA
113
Mutual Advisors
Nebraska
$2.45M +$233K +6,037 +11%
M&T Bank
114
M&T Bank
New York
$2.45M -$40K -1,038 -2%
RSWM
115
Robertson Stephens Wealth Management
California
$2.41M +$2.38M +61,660 New
WCG
116
Weaver Consulting Group
California
$2.4M +$91K +2,363 +4%
DWM
117
Destination Wealth Management
California
$2.38M -$99.1K -2,573 -4%
SCP
118
Shorepoint Capital Partners
Massachusetts
$2.36M +$2.32M +60,186 New
CCM
119
Cribstone Capital Management
Maine
$2.3M +$101K +2,614 +5%
FIM
120
Fernwood Investment Management
Massachusetts
$2.18M +$312K +8,100 +17%
KWM
121
Kingsview Wealth Management
Oregon
$2.17M +$440K +11,423 +26%
SWP
122
Strategic Wealth Partners
Ohio
$2.03M -$887K -23,016 -4%
AAS
123
Avantax Advisory Services
Texas
$1.98M +$21.8K +567 +1%
AWA
124
Arete Wealth Advisors
Illinois
$1.96M +$16.3K +424 +0.9%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.9M +$1.87M +48,618 New

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.