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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
VC
251
Vicus Capital
Pennsylvania
$1M +$25.2K +635 +3%
WA
252
WBH Advisory
Maryland
$988K +$397K +9,988 +67%
Jane Street
253
Jane Street
New York
$972K -$345K -8,682 -26%
MCM
254
Mattern Capital Management
Colorado
$972K -$10.8K -273 -1%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$971K +$142K +3,581 +17%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$948K +$947K +23,830 New
NGA
257
Naples Global Advisors
Florida
$943K -$15.5K -390 -2%
SC
258
Scotia Capital
Ontario, Canada
$927K +$49.7K +1,251 +6%
Brown Advisory
259
Brown Advisory
Maryland
$923K -$19.3K -487 -2%
GLA
260
Good Life Advisors
Pennsylvania
$919K -$124K -3,116 -12%
APW
261
Aurora Private Wealth
New Jersey
$908K +$113K +2,852 +14%
GEA
262
Glen Eagle Advisors
New Jersey
$904K +$145K +3,642 +19%
PWM
263
PRW Wealth Management
Massachusetts
$865K
AFP
264
Ausdal Financial Partners
Iowa
$852K +$223K +5,604 +35%
LW
265
Linscomb Wealth
Texas
$839K -$51.9K -1,305 -6%
RA
266
RFG Advisory
Alabama
$839K +$247K +6,208 +42%
NFG
267
Next Financial Group
Texas
$819K -$616K -15,506 -43%
SF
268
Synovus Financial
Georgia
$801K +$251K +6,329 +46%
BIA
269
Biondo Investment Advisors
Pennsylvania
$794K +$22.6K +570 +3%
EP
270
Eudaimonia Partners
Tennessee
$768K -$294K -7,404 -28%
RBFC
271
Roman Butler Fullerton & Co
Missouri
$763K -$29.3K -737 -4%
GWSG
272
GPS Wealth Strategies Group
Colorado
$757K +$756K +19,034 New
LA
273
LexAurum Advisors
Kansas
$756K +$117K +2,944 +18%
Renaissance Technologies
274
Renaissance Technologies
New York
$756K +$755K +19,000 New
CFS
275
CRA Financial Services
New Jersey
$737K

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.