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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
OAM
201
Oak Asset Management
California
$587K +$4.89K +127 +0.9%
1IA
202
1834 Investment Advisors
Wisconsin
$580K
WSFS
203
Wilmington Savings Fund Society
Delaware
$554K +$77K +2,000 +16%
WPP
204
Whalerock Point Partners
Rhode Island
$552K +$106K +2,754 +24%
IP
205
Investment Partners
Ohio
$550K
SFS
206
Sowell Financial Services
Arkansas
$546K +$538K +13,961 New
GRP
207
Global Retirement Partners
California
$542K +$376K +9,773 +240%
HSWM
208
Hubbell Strickland Wealth Management
Louisiana
$540K +$532K +13,805 New
DSAM
209
Dock Street Asset Management
Florida
$536K
Brown Advisory
210
Brown Advisory
Maryland
$534K
PTC
211
Private Trust Company
Ohio
$517K +$183K +4,763 +56%
AIP
212
Almanack Investment Partners
Pennsylvania
$504K +$57.2K +1,485 +13%
CAN
213
Claraphi Advisory Network
United States
$496K +$77 +2 +0%
CIAS
214
Capital Investment Advisory Services
North Carolina
$495K +$53.1K +1,378 +12%
Comerica Bank
215
Comerica Bank
Texas
$486K +$473K +12,291 New
HL
216
HeadInvest LLC
Maine
$482K +$63.6K +1,651 +15%
FFG
217
Ford Financial Group
California
$478K +$101K +2,633 +27%
MMM
218
Mendel Money Management
Illinois
$476K +$13.4K +347 +3%
William Blair & Company
219
William Blair & Company
Illinois
$476K +$69.7K +1,810 +17%
SG
220
StoneX Group
New York
$466K +$93.7K +2,432 +26%
GM
221
GeoWealth Management
Illinois
$462K +$454K +11,794 New
MSAM
222
Moloney Securities Asset Management
Missouri
$449K -$19.6K -508 -4%
DWM
223
Dakota Wealth Management
Florida
$444K +$115K +2,980 +36%
CS
224
Comerica Securities
Michigan
$444K +$437K +11,348 New
PA
225
PFG Advisors
Arizona
$427K -$45.8K -1,189 -10%

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.