iShares Core Dividend Growth ETF
DGRO
96 hedge funds and large institutions have $567M invested in iShares Core Dividend Growth ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 9 reducing their positions, and 10 closing their positions.
489% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 9
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
51% more capital invested
Capital invested by funds: $375M → $567M (+$192M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more funds holding
Funds holding: 82 → 96 (+14)
1.97% less ownership
Funds ownership: 58.77% → 56.8% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$27.6M |
| 2 |
Morgan Stanley
New York
|
+$25.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$4.68M |
| 2 |
VF
Virtu Financial
New York
|
-$757K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$750K |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$362K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$313K |
DGRO Hedge Fund Activity: Q4 2016 in Review
96 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2016, worth a combined $567M — up 51% from $375M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DGRO positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 9 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $27.6M. The largest seller was United Services Automobile Association, cutting an estimated $4.68M.
- 96 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2016, up from 82 in Q3 2016.
- Funds reported $567M of iShares Core Dividend Growth ETF stock for Q4 2016, up 51% quarter-over-quarter.
- 26 funds opened new iShares Core Dividend Growth ETF positions in Q4 2016 and 10 closed out, a net change of +16 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q4 2016 was PNC Financial Services Group, an estimated $27.6M added.
- The largest iShares Core Dividend Growth ETF seller in Q4 2016 was United Services Automobile Association, an estimated $4.68M sold.
Based on aggregated 13F filings for Q4 2016.