We are live on ! Find out more
DGRO icon

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
WWM
126
Western Wealth Management
Colorado
$1.9M +$145K +3,758 +8%
AW
127
ACG Wealth
Georgia
$1.87M +$27.7K +718 +2%
PAS
128
Park Avenue Securities
New York
$1.86M -$98K -2,544 -5%
AFG
129
Albion Financial Group
Utah
$1.86M -$64.8K -1,681 -3%
CPIA
130
Cornell Pochily Investment Advisors
New York
$1.82M +$106K +2,744 +6%
SXL
131
Summit X LLC
Missouri
$1.82M +$170K +4,422 +11%
PCM
132
Parsons Capital Management
Rhode Island
$1.79M +$46.4K +1,205 +3%
IWS
133
Insight Wealth Strategies
California
$1.78M +$1.17M +30,340 +200%
WPSG
134
Wealth & Pension Services Group
Georgia
$1.77M -$2.5K -65 -0.1%
FHA
135
First Horizon Advisors
Tennessee
$1.74M +$136K +3,523 +9%
SEI Investments
136
SEI Investments
Pennsylvania
$1.72M +$1.23M +31,939 +269%
EPA
137
Element Pointe Advisors
Florida
$1.69M +$92.8K +2,410 +6%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$1.67M +$68.1K +1,767 +4%
OC
139
Oppenheimer & Co
New York
$1.63M +$596K +15,475 +59%
MWM
140
Mascoma Wealth Management
New Hampshire
$1.63M +$97.3K +2,526 +6%
KIA
141
KCM Investment Advisors
California
$1.61M +$44.8K +1,164 +3%
CAM
142
Cresset Asset Management
Illinois
$1.59M +$308K +7,986 +24%
AF
143
AtlasMark Financial
Texas
$1.58M +$1.56M +40,408 New
CG
144
Colony Group
Massachusetts
$1.56M -$202K -5,254 -12%
FHA
145
Flagship Harbor Advisors
Massachusetts
$1.53M +$130K +3,362 +9%
PCM
146
Perritt Capital Management
Illinois
$1.52M -$90.5K -2,350 -6%
SRSA
147
S.R. Schill & Associates
Washington
$1.4M +$1.38M +35,707 New
CBFP
148
Cedar Brook Financial Partners
Ohio
$1.36M +$26.2K +681 +2%
RWP
149
RWA Wealth Partners
Massachusetts
$1.34M
Creative Planning
150
Creative Planning
Kansas
$1.33M +$107K +2,770 +9%

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.