iShares Core Dividend Growth ETF
DGRO
136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 24
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $980M → $1.13B (+$150M)
7% more funds holding
Funds holding: 127 → 136 (+9)
2.16% less ownership
Funds ownership: 55.11% → 52.95% (-2.2%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$31.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$22.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.71M |
| 5 |
NAM
North American Management
Boston,
Massachusetts
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$8.12M |
| 2 |
Jane Street
New York
|
-$6.95M |
| 3 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$4.02M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$2.18M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.16M |
DGRO Hedge Fund Activity: Q3 2017 in Review
136 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2017, worth a combined $1.13B — up 15% from $980M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DGRO positions and 14 closed out — a net gain of 9 holders — while 79 added to existing stakes and 24 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $31.3M. The largest seller was Edmonds Duncan Registered Investment Advisors, cutting an estimated $8.12M.
- 136 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2017, up from 127 in Q2 2017.
- Funds reported $1.13B of iShares Core Dividend Growth ETF stock for Q3 2017, up 15% quarter-over-quarter.
- 23 funds opened new iShares Core Dividend Growth ETF positions in Q3 2017 and 14 closed out, a net change of +9 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $31.3M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2017 was Edmonds Duncan Registered Investment Advisors, an estimated $8.12M sold.
Based on aggregated 13F filings for Q3 2017.