iShares Core Dividend Growth ETF
DGRO
253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 127 increasing their positions, 42 reducing their positions, and 19 closing their positions.
221% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 19
202% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 42
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
29% more capital invested
Capital invested by funds: $2.24B → $2.89B (+$649M)
19% more funds holding
Funds holding: 213 → 253 (+40)
7.4% more ownership
Funds ownership: 51.05% → 58.44% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 2 |
Goldman Sachs
New York
|
+$127M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$126M |
| 4 |
JP Morgan Chase
New York
|
+$93.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$65.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWMG
Sanchez Wealth Management Group
Jacksonville,
Florida
|
-$6.52M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.89M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$1.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 5 |
Citigroup
New York
|
-$1.04M |
DGRO Hedge Fund Activity: Q4 2018 in Review
253 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2018, worth a combined $2.89B — up 29% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DGRO positions and 19 closed out — a net gain of 42 holders — while 127 added to existing stakes and 42 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Sanchez Wealth Management Group, exiting entirely with an estimated $6.52M sold.
- 253 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2018, up from 213 in Q3 2018.
- Funds reported $2.89B of iShares Core Dividend Growth ETF stock for Q4 2018, up 29% quarter-over-quarter.
- 61 funds opened new iShares Core Dividend Growth ETF positions in Q4 2018 and 19 closed out, a net change of +42 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $137M added.
- The largest iShares Core Dividend Growth ETF seller in Q4 2018 was Sanchez Wealth Management Group, an estimated $6.52M sold.
Based on aggregated 13F filings for Q4 2018.