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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
PA
176
Pinnacle Associates
New York
$877K +$172K +4,475 +25%
DWM
177
Darwin Wealth Management
Florida
$868K +$55.7K +1,447 +7%
IA
178
IFP Advisors
Florida
$846K +$833K +21,626 New
EWA
179
ERTS Wealth Advisors
Michigan
$838K -$2.04M -52,902 -71%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$832K -$82.3K -2,136 -9%
WI
181
Wintrust Investments
Illinois
$829K +$12.7K +329 +2%
NGA
182
Naples Global Advisors
Florida
$823K +$63.9K +1,660 +9%
DC
183
Davenport & Co
Virginia
$792K -$25K -650 -3%
GLA
184
Good Life Advisors
Pennsylvania
$742K +$34.2K +887 +5%
BIA
185
Biondo Investment Advisors
Pennsylvania
$735K +$1.93K +50 +0.3%
CFS
186
CRA Financial Services
New Jersey
$725K
SC
187
Scotia Capital
Ontario, Canada
$722K -$573K -14,870 -45%
IC
188
Inscription Capital
Texas
$711K
UCFA
189
United Capital Financial Advisors
Texas
$704K +$68.2K +1,771 +11%
Prudential Financial
190
Prudential Financial
New Jersey
$704K +$368K +9,558 +113%
SFG
191
StrategIQ Financial Group
Indiana
$703K +$102K +2,644 +17%
JWM
192
Jackson Wealth Management
Florida
$700K +$697K +18,103 New
FHC
193
First Heartland Consultants
Missouri
$689K +$38.2K +992 +6%
Millennium Management
194
Millennium Management
New York
$687K +$676K +17,558 New
BFA
195
Beaumont Financial Advisors
Massachusetts
$665K +$6.74K +175 +1%
FAIM
196
Financial Advocates Investment Management
Washington
$664K +$54.4K +1,411 +9%
VAS
197
Vestmark Advisory Solutions
Massachusetts
$650K +$640K +16,613 New
RMAM
198
Raab & Moskowitz Asset Management
New Jersey
$646K +$13.4K +347 +2%
HFS
199
Howard Financial Services
Texas
$624K
AIC
200
Archer Investment Corporation
Indiana
$610K

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.