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iShares Core Dividend Growth ETF

614 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 308 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,539% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $778K

122% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 32

99% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 155

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

16% more funds holding in top 10

Funds holding in top 10: 7789 (+12)

5% more funds holding

Funds holding: 583614 (+31)

1.24% more ownership

Funds ownership: 57.58%58.82% (+1.2%)

Holders
614
Holders Change
+31
Holders Change %
+5.32%
% of All Funds
10.78%
Holding in Top 10
89
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.58%
% of All Funds
1.56%
New
71
Increased
308
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
251
Financial Insights
Washington
$2.1M +$251K +5,432 +14%
RJT
252
Raymond James Trust
Florida
$2.09M +$112K +2,430 +6%
AWA
253
Arete Wealth Advisors
Illinois
$2.07M -$324K -7,000 -14%
WI
254
Wintrust Investments
Illinois
$2.06M +$1.97M +42,678 New
FFN
255
Focus Financial Network
Minnesota
$2.05M +$1.49M +32,192 +313%
HC
256
Hoese & Co
Minnesota
$2.05M -$99.9K -2,160 -5%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$2.05M +$86.9K +1,880 +5%
CFD
258
Creative Financial Designs
Indiana
$2.04M +$51.8K +1,120 +3%
RWA
259
Redhawk Wealth Advisors
Minnesota
$2.04M +$1.64M +35,539 +526%
SFS
260
Sowell Financial Services
Arkansas
$2.02M +$931K +20,137 +103%
SFPG
261
Stonebridge Financial Planning Group
Florida
$1.99M +$1.48M +31,913 +384%
HSWM
262
Hubbell Strickland Wealth Management
Louisiana
$1.99M +$23.4K +506 +1%
BAAM
263
Baker Avenue Asset Management
California
$1.95M +$103K +2,237 +6%
ICM
264
Islay Capital Management
Texas
$1.94M -$18K -389 -1%
AF
265
Apexium Financial
Texas
$1.9M +$3.79K +82 +0.2%
BFS
266
Bard Financial Services
Connecticut
$1.9M
Prudential Financial
267
Prudential Financial
New Jersey
$1.89M +$141K +3,051 +8%
EWM
268
EPG Wealth Management
Georgia
$1.88M +$217K +4,698 +14%
AWA
269
Arkadios Wealth Advisors
Georgia
$1.86M +$218K +4,709 +14%
EPA
270
Element Pointe Advisors
Florida
$1.8M -$155K -3,360 -8%
PA
271
Pinnacle Associates
New York
$1.79M +$163K +3,525 +10%
CRC
272
Curi RMB Capital
Illinois
$1.75M +$324 +7 +0%
PA
273
PFG Advisors
Arizona
$1.73M +$143K +3,097 +9%
MFP
274
Meridian Financial Partners
Virginia
$1.72M +$1.59M +34,471 New
SWP
275
ShoreHaven Wealth Partners
New Jersey
$1.7M -$19.2K -416 -1%

DGRO Hedge Fund Activity: Q1 2021 in Review

614 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2021, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DGRO positions and 32 closed out — a net gain of 39 holders — while 308 added to existing stakes and 155 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $284M. The largest seller was Allstate Corporation, cutting an estimated $26.6M.

  • 614 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2021, up from 583 in Q4 2020.
  • Funds reported $10.2B of iShares Core Dividend Growth ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 71 funds opened new iShares Core Dividend Growth ETF positions in Q1 2021 and 32 closed out, a net change of +39 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2021 was First Command Advisory Services, an estimated $284M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2021 was Allstate Corporation, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2021.