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iShares Core Dividend Growth ETF

496 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 208 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $20K | Put options by funds: $5K

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

28% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 162

13% more funds holding in top 10

Funds holding in top 10: 5663 (+7)

9% more capital invested

Capital invested by funds: $6B → $6.54B (+$535M)

6% more funds holding

Funds holding: 467496 (+29)

0.73% less ownership

Funds ownership: 56.45%55.72% (-0.73%)

Holders
496
Holders Change
+29
Holders Change %
+6.21%
% of All Funds
10.01%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
1.27%
New
60
Increased
208
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$1.37M -$161K -4,047 -11%
CBFP
227
Cedar Brook Financial Partners
Ohio
$1.36M -$19.1K -480 -1%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.31M -$21.1K -530 -2%
PA
229
Pinnacle Associates
New York
$1.28M +$19.9K +500 +2%
PIMG
230
Patriot Investment Management Group
Tennessee
$1.24M
Deutsche Bank
231
Deutsche Bank
Germany
$1.24M +$1.17M +29,553 +1,775%
AIC
232
Ameritas Investment Company
Nebraska
$1.24M
PA
233
PFG Advisors
Arizona
$1.22M +$422K +10,616 +55%
MWM
234
Minot Wealth Management
Massachusetts
$1.2M +$1.2M +30,212 New
EIA
235
Eastover Investment Advisors
North Carolina
$1.15M +$180K +4,531 +19%
RG
236
Retirement Group
California
$1.15M +$130K +3,282 +13%
RFM
237
Royal Fund Management
Florida
$1.14M +$360K +9,069 +46%
FHC
238
First Heartland Consultants
Missouri
$1.12M -$14.9K -374 -1%
RWA
239
Ropes Wealth Advisors
Massachusetts
$1.1M +$1.1M +27,564 New
OIA
240
OneDigital Investment Advisors
Kansas
$1.09M +$181K +4,551 +20%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$1.09M -$66.9K -1,684 -6%
KOMWMG
242
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.08M +$88.1K +2,218 +9%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$1.07M
FAIM
244
Financial Advocates Investment Management
Washington
$1.06M +$51.9K +1,307 +5%
NFSG
245
Newbridge Financial Services Group
Florida
$1.06M +$1.06M +26,606 New
SMM
246
Stadion Money Management
Georgia
$1.05M
SI
247
Stephens Inc
Arkansas
$1.05M +$387K +9,746 +59%
OAM
248
Occidental Asset Management
California
$1.03M
MGIA
249
Moneta Group Investment Advisors
Missouri
$1.02M -$9.81K -247 -1%
GSWM
250
Golden State Wealth Management
California
$1.02M -$585K -14,717 -37%

DGRO Hedge Fund Activity: Q3 2020 in Review

496 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2020, worth a combined $6.54B — up 8.9% from $6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DGRO positions and 26 closed out — a net gain of 34 holders — while 208 added to existing stakes and 162 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $46.9M. The largest seller was Fidelity Investments, cutting an estimated $61.4M.

  • 496 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $6.54B of iShares Core Dividend Growth ETF stock for Q3 2020, up 8.9% quarter-over-quarter.
  • 60 funds opened new iShares Core Dividend Growth ETF positions in Q3 2020 and 26 closed out, a net change of +34 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2020 was First Command Advisory Services, an estimated $46.9M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2020 was Fidelity Investments, an estimated $61.4M sold.

Based on aggregated 13F filings for Q3 2020.