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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$40.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$23.9M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$3.38M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$3.14M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.02M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.38M |
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.