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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
CFS
151
CRA Financial Services
New Jersey
$681K
DC
152
Davenport & Co
Virginia
$677K +$31.1K +875 +5%
BIA
153
Biondo Investment Advisors
Pennsylvania
$673K +$40.5K +1,140 +7%
QCIG
154
Quad-Cities Investment Group
Iowa
$663K +$282K +7,943 +79%
PA
155
Pinnacle Associates
New York
$661K +$16.4K +460 +3%
NWP
156
Northstar Wealth Partners
Connecticut
$635K +$142K +4,000 +30%
RBFC
157
Roman Butler Fullerton & Co
Missouri
$633K +$76.1K +2,140 +14%
SFS
158
Sowell Financial Services
Arkansas
$619K +$91.6K +2,576 +18%
BFA
159
Beaumont Financial Advisors
Massachusetts
$618K -$43.9K -1,234 -7%
GLA
160
Good Life Advisors
Pennsylvania
$617K -$174K -4,901 -23%
HFS
161
Howard Financial Services
Texas
$586K
GWM
162
Geneos Wealth Management
Colorado
$574K +$34.8K +979 +7%
AIC
163
Archer Investment Corporation
Indiana
$573K +$498K +14,000 +879%
NGA
164
Naples Global Advisors
Florida
$569K +$21.2K +595 +4%
OAM
165
Oak Asset Management
California
$568K +$288K +8,090 +110%
PA
166
PFG Advisors
Arizona
$561K -$43K -1,210 -8%
SWA
167
Stratos Wealth Advisors
Ohio
$555K -$12.9K -364 -2%
1IA
168
1834 Investment Advisors
Wisconsin
$545K +$36 +1 +0%
UCFA
169
United Capital Financial Advisors
Texas
$543K +$5.73K +161 +1%
SFG
170
StrategIQ Financial Group
Indiana
$536K -$25.7K -723 -5%
YWP
171
YorkBridge Wealth Partners
New York
$527K -$19.6K -550 -4%
AWM
172
Alterna Wealth Management
Texas
$505K +$14.8K +416 +3%
DSAM
173
Dock Street Asset Management
Florida
$504K
Brown Advisory
174
Brown Advisory
Maryland
$501K
PPA
175
Parametric Portfolio Associates
Washington
$497K +$188K +5,288 +64%

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.