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iShares Core Dividend Growth ETF

109 hedge funds and large institutions have $751M invested in iShares Core Dividend Growth ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $567M → $751M (+$185M)

14% more funds holding

Funds holding: 96109 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.92% less ownership

Funds ownership: 56.8%52.89% (-3.9%)

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
56
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$189M +$31.8M +1,058,714 +21%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$109M +$17.9M +596,127 +20%
Morgan Stanley
3
Morgan Stanley
New York
$87M +$15.2M +508,242 +22%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$33.9M +$33.1M +1,102,233 +9,118%
UBS Group
5
UBS Group
Switzerland
$31.7M -$6.73M -224,318 -18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$28.8M +$7.74M +257,831 +38%
Wells Fargo
7
Wells Fargo
California
$25.9M +$8.53M +284,260 +50%
CCMG
8
Clark Capital Management Group
Pennsylvania
$24.3M +$19.2M +638,616 +405%
LPL Financial
9
LPL Financial
California
$21.8M +$4.59M +152,858 +27%
AWE
10
Avidian Wealth Enterprises
Texas
$21M +$5.46M +182,072 +36%
AG
11
Advisor Group
Arizona
$19.6M +$14.8M +493,031 +325%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.2M +$1.24M +41,236 +14%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.69M -$196K -6,547 -2%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$8.71M +$136K +4,534 +2%
Ameriprise
15
Ameriprise
Minnesota
$8.67M +$1.85M +61,679 +28%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.49M +$731K +24,356 +10%
USAA
17
United Services Automobile Association
Texas
$7.21M -$351K -11,700 -5%
Jane Street
18
Jane Street
New York
$6.87M +$757K +25,224 +13%
SFA
19
Stewardship Financial Advisors
Georgia
$6.42M +$6.33M +210,901 New
SVCP
20
Silicon Valley Capital Partners
California
$4.7M +$584K +19,464 +14%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.52M +$3.48M +115,861 +354%
HS
22
Huntington Steele
Pennsylvania
$4.44M
FA
23
FC Advisory
Pennsylvania
$4.09M +$23K +767 +0.6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.07M +$3.32M +110,801 +487%
PAG
25
Private Advisor Group
New Jersey
$3.99M +$2.59M +86,221 +189%

DGRO Hedge Fund Activity: Q1 2017 in Review

109 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2017, worth a combined $751M — up 33% from $567M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGRO positions and 6 closed out — a net gain of 17 holders — while 56 added to existing stakes and 15 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $33.1M. The largest seller was Sigma Planning Corp, cutting an estimated $6.79M.

  • 109 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2017, up from 96 in Q4 2016.
  • Funds reported $751M of iShares Core Dividend Growth ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 23 funds opened new iShares Core Dividend Growth ETF positions in Q1 2017 and 6 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $33.1M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2017 was Sigma Planning Corp, an estimated $6.79M sold.

Based on aggregated 13F filings for Q1 2017.