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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
UCFA
276
United Capital Financial Advisors
Texas
$736K +$40.6K +1,021 +6%
Bank of New York Mellon
277
Bank of New York Mellon
New York
$734K +$6.2K +156 +0.9%
CWAF
278
Core Wealth Advisors (Florida)
Florida
$731K -$1.87M -47,085 -72%
HAS
279
HBW Advisory Services
California
$731K +$118K +2,977 +19%
MMM
280
Mendel Money Management
Illinois
$727K +$40K +1,007 +6%
SG
281
StoneX Group
New York
$715K +$44.1K +1,110 +7%
IP
282
Investment Partners
Ohio
$714K +$11.9K +300 +2%
CF
283
Centaurus Financial
California
$704K +$60.3K +1,517 +9%
IF
284
Intrua Financial
Texas
$701K -$691K -17,404 -52%
IWS
285
Insight Wealth Strategies
California
$700K -$39.4K -991 -5%
GT
286
Glenmede Trust
Pennsylvania
$700K -$24.3K -612 -3%
MSA
287
Marino Stram & Associates
Massachusetts
$696K -$15.5K -390 -2%
TCM
288
Towercrest Capital Management
Pennsylvania
$665K -$54.9K -1,381 -8%
SWMG
289
Strategic Wealth Management Group
Maryland
$659K +$658K +16,572 New
CAN
290
Claraphi Advisory Network
United States
$656K +$6.71K +169 +1%
SWP
291
Summit Wealth Partners
Florida
$649K +$4.33K +109 +0.7%
FAM
292
Formidable Asset Management
Ohio
$648K -$74.8K -1,883 -10%
AIP
293
Almanack Investment Partners
Pennsylvania
$641K -$49.8K -1,253 -8%
IC
294
Inscription Capital
Texas
$634K
OAM
295
Oak Asset Management
California
$633K -$75.7K -1,905 -11%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$629K +$140K +3,514 +29%
WPP
297
Whalerock Point Partners
Rhode Island
$626K -$601K -15,114 -96%
PIA
298
Perennial Investment Advisors
California
$619K +$242K +6,086 +65%
LWP
299
Legacy Wealth Planning
Nevada
$604K -$42.9K -1,080 -7%
WIA
300
World Investment Advisors
California
$604K +$119 +3 +0%

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.