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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
FAIM
176
Financial Advocates Investment Management
Washington
$484K +$2.38K +67 +0.5%
RMAM
177
Raab & Moskowitz Asset Management
New Jersey
$480K +$71.7K +2,017 +18%
AIC
178
Ameritas Investment Company
Nebraska
$477K +$126K +3,539 +37%
CAN
179
Claraphi Advisory Network
United States
$473K +$458K +12,872 New
MSAM
180
Moloney Securities Asset Management
Missouri
$451K -$6.08K -171 -1%
FHC
181
First Heartland Consultants
Missouri
$450K +$29.1K +817 +7%
SPIA
182
Steward Partners Investment Advisory
New York
$422K -$3.57M -100,463 -90%
DWM
183
Dakota Wealth Management
Florida
$409K +$391K +11,000 New
PAS
184
Partnervest Advisory Services
California
$397K +$384K +10,807 New
HL
185
HeadInvest LLC
Maine
$393K -$388K -10,905 -50%
AIP
186
Almanack Investment Partners
Pennsylvania
$390K -$60.1K -1,690 -14%
William Blair & Company
187
William Blair & Company
Illinois
$380K +$368K +10,346 New
US Bancorp
188
US Bancorp
Minnesota
$378K +$239K +6,733 +189%
SS
189
Simplicity Solutions
Minnesota
$366K -$120K -3,380 -25%
SG
190
StoneX Group
New York
$359K -$1.6K -45 -0.5%
WSFS
191
Wilmington Savings Fund Society
Delaware
$350K
AWM
192
AE Wealth Management
Kansas
$348K -$35.6K -1,001 -10%
SMFS
193
Squar Milner Financial Services
California
$348K
CCMD
194
Cypress Capital Management (Delaware)
Delaware
$335K +$85.2K +2,395 +36%
PTC
195
Private Trust Company
Ohio
$334K +$324K +9,106 New
S
196
SignatureFD
Georgia
$330K +$58.9K +1,656 +23%
BAM
197
Berkshire Asset Management
Pennsylvania
$320K
WPP
198
Whalerock Point Partners
Rhode Island
$320K +$310K +8,707 New
MWM
199
Mascoma Wealth Management
New Hampshire
$318K -$90.3K -2,539 -23%
DIA
200
Davidson Investment Advisors
Montana
$296K -$10.3K -290 -3%

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.