iShares Core Dividend Growth ETF
DGRO
44 hedge funds and large institutions have $201M invested in iShares Core Dividend Growth ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
84% more capital invested
Capital invested by funds: $109M → $201M (+$91.5M)
19.31% more ownership
Funds ownership: 49.85% → 69.16% (+19%)
19% more funds holding
Funds holding: 37 → 44 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$68.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$11.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.04M |
| 4 |
Morgan Stanley
New York
|
+$3.66M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$20.6M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.97M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$731K |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$267K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$230K |
DGRO Hedge Fund Activity: Q4 2015 in Review
44 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2015, worth a combined $201M — up 84% from $109M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DGRO positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $68.8M. The largest seller was Gray Financial Group, cutting an estimated $20.6M.
- 44 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2015, up from 37 in Q3 2015.
- Funds reported $201M of iShares Core Dividend Growth ETF stock for Q4 2015, up 84% quarter-over-quarter.
- 12 funds opened new iShares Core Dividend Growth ETF positions in Q4 2015 and 5 closed out, a net change of +7 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q4 2015 was Bank of America, an estimated $68.8M added.
- The largest iShares Core Dividend Growth ETF seller in Q4 2015 was Gray Financial Group, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2015.