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
QCIG
151
Quad-Cities Investment Group
Iowa
$1.29M +$246K +6,399 +24%
CTA
152
Colonial Trust Advisors
South Carolina
$1.26M +$1.24M +32,163 New
PPW
153
Pasadena Private Wealth
California
$1.25M +$376K +9,750 +44%
WP
154
WealthSource Partners
California
$1.19M +$13.3K +344 +1%
AWM
155
Alterna Wealth Management
Texas
$1.17M -$172K -4,456 -13%
VC
156
Vicus Capital
Pennsylvania
$1.15M +$24.3K +630 +2%
FI
157
Financial Insights
Washington
$1.14M +$51.3K +1,333 +5%
PIMG
158
Patriot Investment Management Group
Tennessee
$1.14M -$70K -1,816 -6%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$1.14M +$61.2K +1,590 +6%
F
160
F3Logic
Minnesota
$1.1M -$27.1M -702,580 -96%
GPA
161
Guidance Point Advisors
Massachusetts
$1.1M +$130K +3,387 +14%
TA
162
Townsend & Associates
Colorado
$1.06M +$1.07M +27,831 New
TCM
163
Towercrest Capital Management
Pennsylvania
$1.04M +$7.97K +207 +0.8%
SMM
164
Stadion Money Management
Georgia
$1.03M
CF
165
Centaurus Financial
California
$1.01M +$859K +22,291 +618%
SMFS
166
Squar Milner Financial Services
California
$1M +$472K +12,258 +94%
CAC
167
Certified Advisory Corp
Florida
$1M -$3.39K -88 -0.3%
OAM
168
Occidental Asset Management
California
$990K
PJSIMP
169
P.J. Schmidt Investment Management (PJS)
Wisconsin
$970K -$63.2K -1,641 -6%
PA
170
Parallel Advisors
California
$953K +$480K +12,473 +105%
V
171
Veritable
Delaware
$938K -$27.3K -709 -3%
GWAG
172
Garrett Wealth Advisory Group
Texas
$922K +$45.5K +1,180 +5%
NWP
173
Northstar Wealth Partners
Connecticut
$921K +$13.1K +340 +1%
RBFC
174
Roman Butler Fullerton & Co
Missouri
$913K +$197K +5,122 +28%
AWM
175
AE Wealth Management
Kansas
$911K -$236K -6,118 -21%

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.