iShares Core Dividend Growth ETF
DGRO
208 hedge funds and large institutions have $1.91B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 41 reducing their positions, and 10 closing their positions.
190% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 10
154% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 41
9% more funds holding
Funds holding: 191 → 208 (+17)
4% more capital invested
Capital invested by funds: $1.84B → $1.91B (+$67.5M)
6.59% less ownership
Funds ownership: 58.45% → 51.86% (-6.6%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.6M |
| 2 |
JP Morgan Chase
New York
|
+$67.6M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$13.2M |
| 4 |
Jane Street
New York
|
+$8.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$83.4M |
| 2 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$83.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$27M |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$4.85M |
| 5 |
NAM
North American Management
Boston,
Massachusetts
|
-$3.26M |
DGRO Hedge Fund Activity: Q2 2018 in Review
208 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2018, worth a combined $1.91B — up 3.7% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DGRO positions and 10 closed out — a net gain of 19 holders — while 104 added to existing stakes and 41 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $92.6M. The largest seller was First Command Advisory Services, cutting an estimated $83.4M.
- 208 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2018, up from 191 in Q1 2018.
- Funds reported $1.91B of iShares Core Dividend Growth ETF stock for Q2 2018, up 3.7% quarter-over-quarter.
- 29 funds opened new iShares Core Dividend Growth ETF positions in Q2 2018 and 10 closed out, a net change of +19 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2018 was Fidelity Investments, an estimated $92.6M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2018 was First Command Advisory Services, an estimated $83.4M sold.
Based on aggregated 13F filings for Q2 2018.