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iShares Core Dividend Growth ETF

213 hedge funds and large institutions have $2.24B invested in iShares Core Dividend Growth ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

17% more capital invested

Capital invested by funds: $1.91B → $2.24B (+$332M)

2% more funds holding

Funds holding: 208213 (+5)

0.81% less ownership

Funds ownership: 51.86%51.05% (-0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
4.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
20
Increased
105
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change

DGRO Hedge Fund Activity: Q3 2018 in Review

213 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2018, worth a combined $2.24B — up 17% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DGRO positions and 14 closed out — a net gain of 6 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $50.2M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $7.9M sold.

  • 213 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2018, up from 208 in Q2 2018.
  • Funds reported $2.24B of iShares Core Dividend Growth ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend Growth ETF positions in Q3 2018 and 14 closed out, a net change of +6 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $50.2M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2018 was United Services Automobile Association, an estimated $7.9M sold.

Based on aggregated 13F filings for Q3 2018.