iShares Core Dividend Growth ETF
DGRO
127 hedge funds and large institutions have $980M invested in iShares Core Dividend Growth ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 21 reducing their positions, and 9 closing their positions.
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
205% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 21
31% more capital invested
Capital invested by funds: $751M → $980M (+$229M)
17% more funds holding
Funds holding: 109 → 127 (+18)
2.23% more ownership
Funds ownership: 52.89% → 55.11% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$189M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$16.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$33M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$20.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$20.6M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$11.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.21M |
DGRO Hedge Fund Activity: Q2 2017 in Review
127 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2017, worth a combined $980M — up 31% from $751M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DGRO positions and 9 closed out — a net gain of 19 holders — while 64 added to existing stakes and 21 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $33M.
- 127 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2017, up from 109 in Q1 2017.
- Funds reported $980M of iShares Core Dividend Growth ETF stock for Q2 2017, up 31% quarter-over-quarter.
- 28 funds opened new iShares Core Dividend Growth ETF positions in Q2 2017 and 9 closed out, a net change of +19 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $189M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2017.