iShares Core Dividend Growth ETF
DGRO
29 hedge funds and large institutions have $88M invested in iShares Core Dividend Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 2 closing their positions.
533% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $80.8M → $88M (+$7.14M)
7% more funds holding
Funds holding: 27 → 29 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.35% less ownership
Funds ownership: 51.64% → 49.29% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.57M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.69M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$678K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.23M |
| 2 |
Jane Street
New York
|
-$870K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$573K |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$525K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$62K |
DGRO Hedge Fund Activity: Q2 2015 in Review
29 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2015, worth a combined $88M — up 8.8% from $80.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGRO positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $5.57M. The largest seller was Gray Financial Group, cutting an estimated $1.23M.
- 29 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2015, up from 27 in Q1 2015.
- Funds reported $88M of iShares Core Dividend Growth ETF stock for Q2 2015, up 8.8% quarter-over-quarter.
- 5 funds opened new iShares Core Dividend Growth ETF positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2015 was Bank of America, an estimated $5.57M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2015 was Gray Financial Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2015.