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iShares Core Dividend Growth ETF

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: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
ShoreHaven Wealth Partners
New Jersey
$1.6M +$1.52M +35,690 New
EWM
252
EPG Wealth Management
Georgia
$1.53M -$28.4K -669 -2%
MSA
253
Marino Stram & Associates
Massachusetts
$1.52M +$703K +16,538 +95%
CRWM
254
Castle Rock Wealth Management
California
$1.51M +$1.41M +33,236 New
AWA
255
Arkadios Wealth Advisors
Georgia
$1.51M +$1.42M +33,515 +12,647%
CBFP
256
Cedar Brook Financial Partners
Ohio
$1.51M -$19.3K -453 -1%
AIC
257
Ameritas Investment Company
Nebraska
$1.51M +$28.5K +670 +2%
PA
258
Pinnacle Associates
New York
$1.51M +$63.8K +1,500 +5%
CCA
259
Conservest Capital Advisors
Pennsylvania
$1.51M +$1.43M +33,609 New
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$1.48M +$4.59K +108 +0.3%
PA
261
PFG Advisors
Arizona
$1.47M +$120K +2,821 +9%
AIP
262
Almanack Investment Partners
Pennsylvania
$1.47M +$758K +17,833 +120%
CWP
263
Curated Wealth Partners
California
$1.43M +$1.36M +31,920 New
5L
264
55I LLC
Massachusetts
$1.4M +$1.33M +31,233 New
OIA
265
OneDigital Investment Advisors
Kansas
$1.37M +$129K +3,028 +11%
NCM
266
New Capital Management
Texas
$1.35M +$1.28M +30,160 New
FHC
267
First Heartland Consultants
Missouri
$1.27M +$3.91K +92 +0.3%
PWM
268
PRW Wealth Management
Massachusetts
$1.25M +$264K +6,200 +29%
RWA
269
Ropes Wealth Advisors
Massachusetts
$1.24M
RG
270
Retirement Group
California
$1.22M -$69.3K -1,629 -6%
NFSG
271
Newbridge Financial Services Group
Florida
$1.21M +$19.9K +467 +2%
EIA
272
Eastover Investment Advisors
North Carolina
$1.21M -$85.4K -2,008 -7%
CIAS
273
CFS Investment Advisory Services
New Jersey
$1.21M +$1.14M +26,883 New
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$1.2M
SMM
275
Stadion Money Management
Georgia
$1.18M

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.