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iShares Core Dividend Growth ETF

179 hedge funds and large institutions have $1.38B invested in iShares Core Dividend Growth ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 36

32% more funds holding

Funds holding: 136179 (+43)

22% more capital invested

Capital invested by funds: $1.13B → $1.38B (+$252M)

0.62% less ownership

Funds ownership: 52.95%52.33% (-0.62%)

Holders
179
Holders Change
+43
Holders Change %
+31.62%
% of All Funds
4.06%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.23%
New
56
Increased
73
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$289M +$40.3M +1,194,151 +17%
Bank of America
2
Bank of America
North Carolina
$247M +$7.32M +216,958 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$158M +$11.3M +336,160 +8%
Morgan Stanley
4
Morgan Stanley
New York
$122M +$9.46M +280,324 +9%
LPL Financial
5
LPL Financial
California
$53.2M +$17.2M +508,396 +50%
Wells Fargo
6
Wells Fargo
California
$53M +$11.1M +330,098 +28%
UBS Group
7
UBS Group
Switzerland
$48.1M +$5.18M +153,469 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$47.7M +$10.5M +310,750 +29%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.6M +$9.21M +272,888 +47%
Ameriprise
10
Ameriprise
Minnesota
$25.8M +$2.72M +80,483 +12%
WP
11
WealthPLAN Partners
Nebraska
$20.2M -$949K -28,113 -5%
NAM
12
North American Management
Massachusetts
$15.6M +$7.13M +211,198 +89%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.3M -$801K -23,737 -6%
SFA
14
Stewardship Financial Advisors
Georgia
$11M +$2.37M +70,245 +29%
AG
15
Advisor Group
Arizona
$9.77M -$3.02M -89,552 -24%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$9.58M -$324K -9,601 -3%
FCAS
17
First Command Advisory Services
Texas
$7.97M +$7.74M +229,398 New
USAA
18
United Services Automobile Association
Texas
$7.88M +$101K +3,000 +1%
LNC
19
Lincoln National Corp
Pennsylvania
$7.71M +$4.5M +133,190 +150%
MML Investors Services
20
MML Investors Services
Massachusetts
$7.19M -$219K -6,487 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.17M +$1.66M +49,228 +38%
SWMG
22
Sanchez Wealth Management Group
Florida
$6.14M +$5.83M +172,866 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.95M +$1.06M +31,373 +22%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$5.82M +$5.65M +167,416 New
TCM
25
Towercrest Capital Management
Pennsylvania
$5.74M +$2.77M +82,030 +99%

DGRO Hedge Fund Activity: Q4 2017 in Review

179 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2017, worth a combined $1.38B — up 22% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DGRO positions and 13 closed out — a net gain of 43 holders — while 73 added to existing stakes and 36 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $40.3M. The largest seller was AssetMark Inc, cutting an estimated $23.9M.

  • 179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2017, up from 136 in Q3 2017.
  • Funds reported $1.38B of iShares Core Dividend Growth ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 56 funds opened new iShares Core Dividend Growth ETF positions in Q4 2017 and 13 closed out, a net change of +43 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $40.3M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2017 was AssetMark Inc, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2017.