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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
BCA
201
Bay Colony Advisors
Massachusetts
$290K +$283K +7,945 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$289K +$49.6K +1,394 +22%
FSC
203
Full Sail Capital
Oklahoma
$289K +$280K +7,870 New
MLIC
204
Mandatum Life Insurance Company
Finland
$282K -$30.2K -850 -10%
FCT
205
Family Capital Trust
Massachusetts
$268K
W
206
WealthOne
New York
$266K -$2.19M -61,667 -89%
MC
207
Matisse Capital
Oregon
$263K +$254K +7,152 New
AWM
208
Aries Wealth Management
Maine
$259K +$250K +7,036 New
LC
209
Lindbrook Capital
California
$257K +$107K +3,000 +75%
CAM
210
Concorde Asset Management
Michigan
$254K -$14.9K -420 -6%
FSA
211
Fort Sheridan Advisors
Illinois
$231K +$224K +6,290 New
FT
212
Fiduciary Trust
Massachusetts
$223K
RW
213
RVW Wealth
California
$223K +$216K +6,064 New
BW
214
Bison Wealth
Georgia
$221K +$213K +6,000 New
CCP
215
Corient Capital Partners
California
$221K +$213K +6,001 New
IP
216
Investment Partners
Ohio
$220K +$213K +5,990 New
CA
217
Calton & Associates
Florida
$217K +$210K +5,917 New
SAM
218
SignalPoint Asset Management
Missouri
$216K +$209K +5,869 New
VF
219
Virtu Financial
New York
$210K +$204K +5,723 New
EWF
220
Epstein & White Financial
California
$204K -$78K -2,192 -28%
TVAMP
221
Tennessee Valley Asset Management Partners
Tennessee
$203K +$196K +5,512 New
Prudential Financial
222
Prudential Financial
New Jersey
$201K +$195K +5,474 New
CIAS
223
Capital Investment Advisory Services
North Carolina
$197K +$139K +3,898 +269%
IA
224
IFP Advisors
Florida
$183K -$1.01M -28,483 -85%
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$155K -$28.5K -800 -16%

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.