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iShares Core Dividend Growth ETF
DGRO

342 hedge funds and large institutions have $4.83B invested in iShares Core Dividend Growth ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

146% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 68

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

10% more funds holding

Funds holding: 310 → 342 (+32)

8% more capital invested

Capital invested by funds: $4.48B → $4.83B (+$359M)

1.87% less ownership

Funds ownership: 58.03% → 56.16% (-1.9%)

Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
7.5%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
55
Increased
167
Reduced
68
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$26M
4
RJA
Raymond James & Associates
Florida
+$22.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$22.2M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$61.5M
2
PI
PFS Investments
Georgia
-$32.7M
3
F
F3Logic
Minnesota
-$27.1M
4
BlackRock
BlackRock
New York
-$11.5M
5
SCA
Stuart Chaussee & Associates
California
-$8.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$824M +$22.2M +576,765 +3%
Bank of America
2
Bank of America
North Carolina
$556M +$9.94M +258,128 +2%
Morgan Stanley
3
Morgan Stanley
New York
$280M +$7.82M +202,899 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$259M +$32.5M +843,257 +15%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256M +$6.61M +171,482 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$182M +$1.18M +30,534 +0.7%
Goldman Sachs
7
Goldman Sachs
New York
$148M +$6.09M +158,221 +4%
LPL Financial
8
LPL Financial
California
$141M +$18.3M +474,458 +15%
HI
9
Horizon Investments
North Carolina
$129M -$61.5M -1,596,976 -33%
Ameriprise
10
Ameriprise
Minnesota
$128M +$18.7M +484,583 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$127M +$10.8M +281,492 +10%
Wells Fargo
12
Wells Fargo
California
$121M +$8.45M +219,344 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$119M +$26M +675,830 +29%
UBS Group
14
UBS Group
Switzerland
$113M +$2.83M +73,512 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$86.4M +$9.95M +258,303 +13%
SB
16
Suntrust Banks
Georgia
$83.4M +$17.5M +455,060 +27%
PI
17
PFS Investments
Georgia
$77.8M -$32.7M -849,258 -30%
RJA
18
Raymond James & Associates
Florida
$56.4M +$22.4M +580,455 +67%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$49.9M +$6.47M +167,924 +15%
RIG
20
RiverFront Investment Group
Virginia
$48.5M +$47.7M +1,238,970 New
MML Investors Services
21
MML Investors Services
Massachusetts
$45.2M +$1.05M +27,242 +2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$43.2M +$7.34M +190,429 +21%
AG
23
Advisor Group
Arizona
$33.7M -$830K -21,558 -2%
WP
24
WealthPLAN Partners
Nebraska
$29.1M +$102K +2,659 +0.4%
PAG
25
Private Advisor Group
New Jersey
$28.9M +$1.16M +30,061 +4%
1
2 3 4 5

DGRO Hedge Fund Activity: Q3 2019 in Review

342 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2019, worth a combined $4.83B — up 8% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRO positions and 21 closed out — a net gain of 34 holders — while 167 added to existing stakes and 68 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $47.7M. The largest seller was Horizon Investments, cutting an estimated $61.5M.

  • 342 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2019, up from 310 in Q2 2019.
  • Funds reported $4.83B of iShares Core Dividend Growth ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 55 funds opened new iShares Core Dividend Growth ETF positions in Q3 2019 and 21 closed out, a net change of +34 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2019 was RiverFront Investment Group, an estimated $47.7M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2019 was Horizon Investments, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2019.