We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,657% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 7

135% more funds holding in top 10

Funds holding in top 10: 2047 (+27)

134% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 82

32% more funds holding

Funds holding: 342453 (+111)

22% more capital invested

Capital invested by funds: $4.83B → $5.9B (+$1.07B)

0.8% more ownership

Funds ownership: 56.16%56.95% (+0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
453
Holders Change
+111
Holders Change %
+32.46%
% of All Funds
8.93%
Holding in Top 10
47
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+135%
% of All Funds
0.93%
New
123
Increased
192
Reduced
82
Closed
7
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
201
RWA Wealth Partners
Massachusetts
$1.44M
BSAM
202
Blue Sky Asset Management
Colorado
$1.43M +$1.38M +34,023 New
WWM
203
WJ Wealth Management
Arizona
$1.3M +$1.25M +30,988 New
VC
204
Vicus Capital
Pennsylvania
$1.27M +$29.8K +736 +3%
AWM
205
Alterna Wealth Management
Texas
$1.25M
FI
206
Financial Insights
Washington
$1.25M +$19.8K +490 +2%
PIMG
207
Patriot Investment Management Group
Tennessee
$1.25M
TA
208
Townsend & Associates
Colorado
$1.23M +$59.8K +1,478 +5%
VF
209
Virtu Financial
New York
$1.2M +$1.15M +28,427 New
CF
210
Centaurus Financial
California
$1.19M +$98.7K +2,440 +9%
GPA
211
Guidance Point Advisors
Massachusetts
$1.19M +$3.32K +82 +0.3%
ACM
212
Ayrshire Capital Management
Connecticut
$1.17M +$1.13M +27,849 New
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$1.17M -$54.4K -1,345 -5%
TCM
214
Towercrest Capital Management
Pennsylvania
$1.14M +$25.5K +631 +2%
OMC
215
Old Mission Capital
Illinois
$1.13M +$1.09M +26,939 New
Millennium Management
216
Millennium Management
New York
$1.12M +$365K +9,024 +51%
SMM
217
Stadion Money Management
Georgia
$1.11M
CONA
218
Capital One National Association
New York
$1.11M +$1.06M +26,282 New
SMFS
219
Squar Milner Financial Services
California
$1.1M +$37.5K +927 +4%
PJSIMP
220
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M +$52.4K +1,296 +5%
WP
221
WealthSource Partners
California
$1.09M -$177K -4,365 -14%
Jane Street
222
Jane Street
New York
$1.09M -$12.7M -314,132 -92%
OAM
223
Occidental Asset Management
California
$1.08M +$17.6K +435 +2%
CAC
224
Certified Advisory Corp
Florida
$1.05M -$26.4K -652 -3%
GRP
225
Global Retirement Partners
California
$1.04M +$439K +10,851 +78%