iShares Core Dividend Growth ETF
DGRO
10 hedge funds and large institutions have $57.6M invested in iShares Core Dividend Growth ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
400% more funds holding
Funds holding: 2 → 10 (+8)
15% more capital invested
Capital invested by funds: $50.1M → $57.6M (+$7.57M)
16.71% less ownership
Funds ownership: 97.58% → 80.87% (-17%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.48M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$329K |
| 4 |
LPL Financial
San Diego,
California
|
+$315K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $48.1M | -$1.94M | -77,044 | -4% |
|
|
2
Morgan Stanley
New York
| $6.77M | +$6.8M | +270,577 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.47M | +$1.48M | +58,946 | New |
|
|
U
4
UBS
Zurich,
Switzerland
| $328K | +$329K | +13,102 | New |
|
|
5
LPL Financial
San Diego,
California
| $310K | +$315K | +12,523 | New |
|
|
CS
6
Credit Suisse
Zurich,
Switzerland
| $303K | +$304K | +12,113 | New |
|
7
Jane Street
New York
| $268K | +$269K | +10,721 | New |
|
|
NFG
8
Next Financial Group
Houston,
Texas
| $64K | +$63.8K | +2,540 | New |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $23K | +$23.4K | +932 | New |
|
10
Creative Planning
Overland Park,
Kansas
| $10K | – | – | – |
|
DGRO Hedge Fund Activity: Q3 2014 in Review
10 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2014, worth a combined $57.6M — up 15% from $50.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DGRO positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $6.8M. The largest seller was Bank of America, cutting an estimated $1.94M.
- 10 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2014, up from 2 in Q2 2014.
- Funds reported $57.6M of iShares Core Dividend Growth ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 8 funds opened new iShares Core Dividend Growth ETF positions in Q3 2014 and 0 closed out, a net change of +8 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2014 was Morgan Stanley, an estimated $6.8M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2014 was Bank of America, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2014.