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iShares Core Dividend Growth ETF
DGRO
DGRO
127 hedge funds and large institutions have $980M invested in iShares Core Dividend Growth ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 21 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
205% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 21
31% more capital invested
Capital invested by funds: $751M → $980M (+$229M)
17% more funds holding
Funds holding: 109 → 127 (+18)
2.23% more ownership
Funds ownership: 52.89% → 55.11% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
28
Increased
64
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$189M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$16.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.81M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
126
Evercore Wealth Management
New York
| $3K | – | – | – |
|
|
IWM
127
IHT Wealth Management
Chicago,
Illinois
| $2 | +$17.5K | +565 | New |
|
128
SG Americas Securities
New York
| – | -$823K | -27,044 | Closed |
|
|
FA
129
FDx Advisors
Chicago,
Illinois
| – | -$668K | -21,933 | Closed |
|
|
CG
130
CFO4Life Group
Coppell,
Texas
| – | -$580K | -19,043 | Closed |
|
|
PCM
131
Penserra Capital Management
Orinda,
California
| – | -$533K | -17,534 | Closed |
|
|
VF
132
Virtu Financial
New York
| – | -$509K | -16,700 | Closed |
|
|
CS
133
Credit Suisse
Zurich,
Switzerland
| – | -$438K | -14,380 | Closed |
|
134
US Bancorp
Minneapolis,
Minnesota
| – | -$141K | -4,629 | Closed |
|
|
HA
135
Harfst & Associates
Sheridan,
Wyoming
| – | -$5K | -171 | Closed |
|
136
AssetMark Inc
Concord,
California
| – | -$4K | -120 | Closed |
|