iShares Core Dividend Growth ETF
DGRO
24 hedge funds and large institutions have $108M 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.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
140% more funds holding
Funds holding: 10 → 24 (+14)
87% more capital invested
Capital invested by funds: $57.6M → $108M (+$50.3M)
10.07% less ownership
Funds ownership: 80.87% → 70.8% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$9.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.86M |
| 3 |
Morgan Stanley
New York
|
+$2.79M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.83M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.62M |
DGRO Hedge Fund Activity: Q4 2014 in Review
24 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2014, worth a combined $108M — up 87% 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 $108M of iShares Core Dividend Growth ETF stock for Q4 2014, up 87% 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.