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iShares Core Dividend Growth ETF
DGRO

24 hedge funds and large institutions have $106M invested in iShares Core Dividend Growth ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

140% more funds holding

Funds holding: 10 → 24 (+14)

85% more capital invested

Capital invested by funds: $57.6M → $106M (+$48.8M)

10.07% less ownership

Funds ownership: 80.87% → 70.8% (-10%)

Holders
24
Holders Change
+14
Holders Change %
+140%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$9.62M
2
LPL Financial
LPL Financial
California
+$2.86M
3
Morgan Stanley
Morgan Stanley
New York
+$2.79M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.83M
5
BRWA
B. Riley Wealth Advisors
Florida
+$1.53M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.2M -$6.62M -257,475 -13%
GFG
2
Gray Financial Group
Georgia
$29.7M +$28.8M +1,118,818 New
Morgan Stanley
3
Morgan Stanley
New York
$10.1M +$2.79M +108,317 +40%
DADC
4
D.A. Davidson & Co
Montana
$9.92M +$9.62M +373,958 New
LPL Financial
5
LPL Financial
California
$3.28M +$2.86M +111,095 +887%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.2M +$616K +23,932 +41%
MIAN
7
Mariner Independent Advisor Network
Kansas
$1.88M +$1.83M +70,988 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.13M +$1.1M +42,733 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.09M +$1.06M +41,074 New
UBS Group
10
UBS Group
Switzerland
$865K +$839K +32,617 New
Jane Street
11
Jane Street
New York
$733K +$435K +16,918 +158%
AWA
12
ARS Wealth Advisors
Florida
$669K +$648K +25,210 New
CS
13
Credit Suisse
Switzerland
$387K +$63.4K +2,466 +20%
NFG
14
Next Financial Group
Texas
$136K +$66.9K +2,600 +102%
Deutsche Bank
15
Deutsche Bank
Germany
$51K +$49.8K +1,935 New
NES
16
New England Securities
New York
$50K +$48.9K +1,900 New
NPC
17
National Planning Corporation
California
$31.4K +$30.9K +1,200 New
MFS
18
MSI Financial Services
Massachusetts
$25K – – –
AIG
19
American International Group
New York
$23.5K +$22.8K +885 New
WTB
20
Washington Trust Bank
Washington
$15K +$14.1K +547 New
Creative Planning
21
Creative Planning
Kansas
$11K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2K +$1.52K +59 New
BRWA
23
B. Riley Wealth Advisors
Florida
$1.58K +$1.53M +59,640 New
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
– +$26 +1 New

DGRO Hedge Fund Activity: Q4 2014 in Review

24 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2014, worth a combined $106M — up 85% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGRO positions and 0 closed out — a net gain of 15 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $9.62M. The largest seller was Bank of America, cutting an estimated $6.62M.

  • 24 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2014, up from 10 in Q3 2014.
  • Funds reported $106M of iShares Core Dividend Growth ETF stock for Q4 2014, up 85% quarter-over-quarter.
  • 15 funds opened new iShares Core Dividend Growth ETF positions in Q4 2014 and 0 closed out, a net change of +15 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2014 was D.A. Davidson & Co, an estimated $9.62M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2014 was Bank of America, an estimated $6.62M sold.

Based on aggregated 13F filings for Q4 2014.