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iShares Core Dividend Growth ETF

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

120% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 64

30% more capital invested

Capital invested by funds: $2.89B → $3.76B (+$873M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more funds holding

Funds holding: 253288 (+35)

1.4% less ownership

Funds ownership: 58.44%57.04% (-1.4%)

Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.23%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
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
$702M +$81.5M +2,290,941 +14%
Bank of America
2
Bank of America
North Carolina
$491M -$1.47M -41,374 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$294M +$52.6M +1,477,869 +23%
Morgan Stanley
4
Morgan Stanley
New York
$240M +$34.6M +973,709 +18%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$230M +$11.8M +330,925 +6%
Goldman Sachs
6
Goldman Sachs
New York
$145M +$10.6M +297,445 +8%
LPL Financial
7
LPL Financial
California
$101M +$10.8M +304,538 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$100M +$33M +928,434 +52%
UBS Group
9
UBS Group
Switzerland
$93.5M -$16.3M -457,139 -15%
Wells Fargo
10
Wells Fargo
California
$92M -$43M -1,209,936 -33%
Ameriprise
11
Ameriprise
Minnesota
$87.6M +$9.98M +280,742 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$82.2M +$18M +506,819 +29%
HI
13
Horizon Investments
North Carolina
$70.1M +$65.8M +1,849,481 +3,211%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$69.7M +$11.8M +330,548 +21%
PI
15
PFS Investments
Georgia
$60.1M +$49.8M +1,400,501 +598%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$50.8M +$16.7M +468,297 +51%
MML Investors Services
17
MML Investors Services
Massachusetts
$39.4M +$5.94M +166,973 +18%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$38.2M +$3.52M +98,998 +11%
F
19
F3Logic
Minnesota
$30.7M +$13.6M +383,266 +85%
RJA
20
Raymond James & Associates
Florida
$28.2M +$8.74M +245,805 +47%
WP
21
WealthPLAN Partners
Nebraska
$26.9M -$488K -13,716 -2%
AG
22
Advisor Group
Arizona
$24.5M +$9.65M +271,197 +69%
PAG
23
Private Advisor Group
New Jersey
$23.8M +$2.39M +67,300 +12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$23.1M +$5.02M +141,256 +29%
SWP
25
Strategic Wealth Partners
Ohio
$20.7M +$3.16M +88,916 +19%

DGRO Hedge Fund Activity: Q1 2019 in Review

288 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2019, worth a combined $3.76B — up 30% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DGRO positions and 18 closed out — a net gain of 38 holders — while 141 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.5M. The largest seller was Wells Fargo, cutting an estimated $43M.

  • 288 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2019, up from 253 in Q4 2018.
  • Funds reported $3.76B of iShares Core Dividend Growth ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 56 funds opened new iShares Core Dividend Growth ETF positions in Q1 2019 and 18 closed out, a net change of +38 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $81.5M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2019 was Wells Fargo, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2019.