iShares Core Dividend Growth ETF
DGRO
191 hedge funds and large institutions have $1.84B invested in iShares Core Dividend Growth ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 30 reducing their positions, and 14 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 30
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
33% more capital invested
Capital invested by funds: $1.38B → $1.84B (+$460M)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
7% more funds holding
Funds holding: 179 → 191 (+12)
6.11% more ownership
Funds ownership: 52.33% → 58.45% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$89.4M |
| 2 |
JP Morgan Chase
New York
|
+$87.8M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$81.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$66.8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
North American Management
Boston,
Massachusetts
|
-$7.03M |
| 2 |
EWF
Epstein & White Financial
San Diego,
California
|
-$4.24M |
| 3 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$4.12M |
| 4 |
Jane Street
New York
|
-$3.47M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.32M |
DGRO Hedge Fund Activity: Q1 2018 in Review
191 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2018, worth a combined $1.84B — up 33% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DGRO positions and 14 closed out — a net gain of 14 holders — while 110 added to existing stakes and 30 trimmed.
The largest buyer was First Command Financial Services, adding an estimated $89.4M. The largest seller was North American Management, cutting an estimated $7.03M.
- 191 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2018, up from 179 in Q4 2017.
- Funds reported $1.84B of iShares Core Dividend Growth ETF stock for Q1 2018, up 33% quarter-over-quarter.
- 28 funds opened new iShares Core Dividend Growth ETF positions in Q1 2018 and 14 closed out, a net change of +14 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q1 2018 was First Command Financial Services, an estimated $89.4M added.
- The largest iShares Core Dividend Growth ETF seller in Q1 2018 was North American Management, an estimated $7.03M sold.
Based on aggregated 13F filings for Q1 2018.