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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
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$1.11M +$10.2K +287 +1%
AFP
127
Ausdal Financial Partners
Iowa
$1.1M +$1.07M +30,066 New
Creative Planning
128
Creative Planning
Kansas
$1.1M +$286K +8,030 +37%
VC
129
Vicus Capital
Pennsylvania
$1.08M +$127K +3,574 +14%
IC
130
Inscription Capital
Texas
$1.04M
MIAN
131
Mariner Independent Advisor Network
Kansas
$1.03M +$52.3K +1,471 +6%
FI
132
Financial Insights
Washington
$1.01M -$157K -4,417 -14%
KWM
133
Kingsview Wealth Management
Oregon
$961K +$247K +6,957 +36%
SWP
134
Stratos Wealth Partners
Ohio
$945K +$41K +1,152 +5%
SCP
135
Syntal Capital Partners
Texas
$945K +$915K +25,730 New
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$942K +$46.1K +1,296 +5%
OAM
137
Occidental Asset Management
California
$930K
GPA
138
Guidance Point Advisors
Massachusetts
$908K +$648K +18,218 +280%
V
139
Veritable
Delaware
$907K
CAC
140
Certified Advisory Corp
Florida
$900K +$1.21K +34 +0.1%
SC
141
Scotia Capital
Ontario, Canada
$893K +$176K +4,946 +26%
ACM
142
AlphaStar Capital Management
North Carolina
$856K -$220K -6,185 -21%
PA
143
Parallel Advisors
California
$838K -$228K -6,416 -22%
OC
144
Oppenheimer & Co
New York
$823K +$9.57K +269 +1%
KA
145
Kovack Advisors
Florida
$820K +$49.8K +1,400 +7%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$792K +$77.2K +2,171 +11%
GWAG
147
Garrett Wealth Advisory Group
Texas
$771K -$319K -8,960 -30%
WI
148
Wintrust Investments
Illinois
$744K +$22.2K +625 +3%
DWM
149
Darwin Wealth Management
Florida
$720K +$697K +19,584 New
Bank of New York Mellon
150
Bank of New York Mellon
New York
$686K -$538K -15,128 -45%

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.