iShares Core Dividend Growth ETF
DGRO
37 hedge funds and large institutions have $109M invested in iShares Core Dividend Growth ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
28% more funds holding
Funds holding: 29 → 37 (+8)
24% more capital invested
Capital invested by funds: $88M → $109M (+$21.5M)
0.55% more ownership
Funds ownership: 49.29% → 49.85% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 3 |
Morgan Stanley
New York
|
+$939K |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$874K |
| 5 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.19M |
| 2 |
LPL Financial
San Diego,
California
|
-$908K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$678K |
| 4 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$304K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$263K |
DGRO Hedge Fund Activity: Q3 2015 in Review
37 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2015, worth a combined $109M — up 24% from $88M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DGRO positions and 0 closed out — a net gain of 9 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $28.5M. The largest seller was Gray Financial Group, cutting an estimated $1.19M.
- 37 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2015, up from 29 in Q2 2015.
- Funds reported $109M of iShares Core Dividend Growth ETF stock for Q3 2015, up 24% quarter-over-quarter.
- 9 funds opened new iShares Core Dividend Growth ETF positions in Q3 2015 and 0 closed out, a net change of +9 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2015 was Bank of America, an estimated $28.5M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2015 was Gray Financial Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2015.