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iShares Core Dividend Growth ETF
DGRO

583 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 20

96% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 131

30% more capital invested

Capital invested by funds: $6.54B → $8.47B (+$1.94B)

22% more funds holding in top 10

Funds holding in top 10: 63 → 77 (+14)

18% more funds holding

Funds holding: 496 → 583 (+87)

1.86% more ownership

Funds ownership: 55.72% → 57.58% (+1.9%)

Holders
583
Holders Change
+87
Holders Change %
+17.54%
% of All Funds
10.32%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.36%
New
119
Increased
257
Reduced
131
Closed
20
Calls
$9.53M
Puts
–
Net Calls
+$9.53M
Net Calls Change
+$9.52M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
HighTower Advisors
HighTower Advisors
Illinois
+$70.5M
3
AC
Allstate Corporation
Illinois
+$48.9M
4
FCAS
First Command Advisory Services
Texas
+$46.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$70M
2
SL
Systelligence LLC
Minnesota
-$10.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$8.12M
4
RJA
Raymond James & Associates
Florida
-$8.09M
5
DFG
Demars Financial Group
Washington
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$2.09M -$198K -4,648 -9%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$2.07M +$180K +4,223 +10%
CPIA
228
Cornell Pochily Investment Advisors
New York
$2.02M -$18.7K -440 -1%
HC
229
Hoese & Co
Minnesota
$1.97M +$1.9M +44,635 New
KOMWMG
230
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.93M +$681K +16,012 +59%
FNC
231
First National Corp
Massachusetts
$1.9M +$207K +4,876 +13%
CFD
232
Creative Financial Designs
Indiana
$1.85M +$31K +729 +2%
RJT
233
Raymond James Trust
Florida
$1.83M +$2.59K +61 +0.1%
EPA
234
Element Pointe Advisors
Florida
$1.82M – – –
HSWM
235
Hubbell Strickland Wealth Management
Louisiana
$1.82M +$21.8K +512 +1%
ICM
236
Islay Capital Management
Texas
$1.82M +$51K +1,200 +3%
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$1.82M +$201K +4,722 +13%
RSS
238
Rosenblum Silverman Sutton
California
$1.81M +$43.6K +1,025 +3%
QCIG
239
Quad-Cities Investment Group
Iowa
$1.81M +$84.8K +1,995 +5%
AF
240
Apexium Financial
Texas
$1.76M -$548K -12,881 -25%
BFS
241
Bard Financial Services
Connecticut
$1.76M +$1.67M +39,250 New
DADC
242
D.A. Davidson & Co
Montana
$1.76M +$187K +4,396 +13%
BAAM
243
Baker Avenue Asset Management
California
$1.71M +$38.1K +896 +2%
FI
244
Financial Insights
Washington
$1.71M +$119K +2,804 +8%
SFSG
245
Sound Financial Strategies Group
Mississippi
$1.68M +$1.13M +26,689 +248%
GWAG
246
Garrett Wealth Advisory Group
Texas
$1.67M -$332K -7,810 -17%
IFG
247
Independent Financial Group
California
$1.67M +$1.58M +37,221 New
Prudential Financial
248
Prudential Financial
New Jersey
$1.62M -$97.2K -2,287 -6%
CRC
249
Curi RMB Capital
Illinois
$1.62M +$340 +8 +0%
BIP
250
Bouvel Investment Partners
Pennsylvania
$1.6M +$1.52M +35,803 New
8 9
10
11 12

DGRO Hedge Fund Activity: Q4 2020 in Review

583 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2020, worth a combined $8.47B — up 30% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new DGRO positions and 20 closed out — a net gain of 99 holders — while 257 added to existing stakes and 131 trimmed.

The largest buyer was BlackRock, adding an estimated $379M. The largest seller was Truist Financial, cutting an estimated $70M.

  • 583 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2020, up from 496 in Q3 2020.
  • Funds reported $8.47B of iShares Core Dividend Growth ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 119 funds opened new iShares Core Dividend Growth ETF positions in Q4 2020 and 20 closed out, a net change of +99 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2020 was BlackRock, an estimated $379M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2020 was Truist Financial, an estimated $70M sold.

Based on aggregated 13F filings for Q4 2020.