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iShares Core Dividend Growth ETF
DGRO

179 hedge funds and large institutions have $1.38B invested in iShares Core Dividend Growth ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 2 → 10 (+8)

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 36

32% more funds holding

Funds holding: 136 → 179 (+43)

22% more capital invested

Capital invested by funds: $1.13B → $1.38B (+$252M)

0.62% less ownership

Funds ownership: 52.95% → 52.33% (-0.62%)

Holders
179
Holders Change
+43
Holders Change %
+31.62%
% of All Funds
4.06%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.23%
New
56
Increased
73
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$40.3M
2
LPL Financial
LPL Financial
California
+$17.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.3M
4
Wells Fargo
Wells Fargo
California
+$11.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$23.9M
2
GWM
Geneos Wealth Management
Colorado
-$3.38M
3
ICOA
Investment Centers of America
North Dakota
-$3.14M
4
AG
Advisor Group
Arizona
-$3.02M
5
NPC
National Planning Corporation
California
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
126
Financial Advocates Investment Management
Washington
$281K +$272K +8,071 New
MSA
127
Marino Stram & Associates
Massachusetts
$277K +$269K +7,957 New
AWA
128
ARS Wealth Advisors
Florida
$264K +$67 +2 +0%
SFG
129
StrategIQ Financial Group
Indiana
$259K +$252K +7,458 New
FCT
130
Family Capital Trust
Massachusetts
$254K +$246K +7,300 New
BAM
131
Berkshire Asset Management
Pennsylvania
$245K +$237K +7,037 New
FIM
132
Fernwood Investment Management
Massachusetts
$243K +$236K +7,000 New
PPA
133
Parametric Portfolio Associates
Washington
$238K +$231K +6,840 New
HL
134
HeadInvest LLC
Maine
$235K – – –
CCMD
135
Cypress Capital Management (Delaware)
Delaware
$234K +$10.1K +300 +5%
NWP
136
Northstar Wealth Partners
Connecticut
$229K – – –
MMM
137
Mendel Money Management
Illinois
$226K +$220K +6,510 New
VF
138
Virtu Financial
New York
$221K -$544K -16,106 -72%
GP
139
Girard Partners
Pennsylvania
$220K -$4.93K -146 -2%
BFA
140
Beaumont Financial Advisors
Massachusetts
$217K +$210K +6,227 New
RMAM
141
Raab & Moskowitz Asset Management
New Jersey
$215K – – –
FT
142
Fiduciary Trust
Massachusetts
$211K +$205K +6,068 New
CCP
143
Corient Capital Partners
California
$209K +$203K +6,001 New
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$187K -$60.2K -1,784 -25%
GWM
145
Geneos Wealth Management
Colorado
$161K -$3.38M -100,079 -96%
SEIA
146
Signature Estate & Investment Advisors
California
$139K +$135K +3,999 New
CAL
147
Capital Advisors Ltd
Ohio
$124K +$121K +3,575 New
BWA
148
BDO Wealth Advisors
Florida
$80K +$77.6K +2,298 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$70K +$67.5K +2,000 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$64K – – –
4 5
6
7 8

DGRO Hedge Fund Activity: Q4 2017 in Review

179 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2017, worth a combined $1.38B — up 22% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DGRO positions and 13 closed out — a net gain of 43 holders — while 73 added to existing stakes and 36 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $40.3M. The largest seller was AssetMark Inc, cutting an estimated $23.9M.

  • 179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2017, up from 136 in Q3 2017.
  • Funds reported $1.38B of iShares Core Dividend Growth ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 56 funds opened new iShares Core Dividend Growth ETF positions in Q4 2017 and 13 closed out, a net change of +43 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $40.3M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2017 was AssetMark Inc, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2017.