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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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$750K +16,214 +85%
GWAG
277
Garrett Wealth Advisory Group
Texas
$1.7M -$96.4K -2,086 -6%
OIA
278
OneDigital Investment Advisors
Kansas
$1.64M +$157K +3,390 +11%
SCA
279
Stuart Chaussee & Associates
California
$1.56M +$1.49M +32,307 New
CWP
280
Curated Wealth Partners
California
$1.54M
GEA
281
Glen Eagle Advisors
New Jersey
$1.54M +$270K +5,831 +22%
PIMG
282
Patriot Investment Management Group
Tennessee
$1.5M +$928K +20,083 +181%
HTC
283
Haverford Trust Company
Pennsylvania
$1.49M +$1.42M +30,774 New
LFF
284
Level Four Financial
Texas
$1.48M +$314K +6,800 +28%
NCM
285
New Capital Management
Texas
$1.46M
NAM
286
Nissay Asset Management
Japan
$1.42M +$1.36M +29,408 New
FHC
287
First Heartland Consultants
Missouri
$1.41M +$39.3K +851 +3%
SIC
288
Samalin Investment Counsel
New York
$1.4M +$206K +4,460 +18%
BIP
289
Bouvel Investment Partners
Pennsylvania
$1.37M -$344K -7,442 -21%
CA
290
Calton & Associates
Florida
$1.37M +$326K +7,047 +33%
RG
291
Retirement Group
California
$1.36M +$41.7K +901 +3%
PWM
292
PRW Wealth Management
Massachusetts
$1.34M -$4.62K -100 -0.4%
LWAC
293
Laurel Wealth Advisors (California)
California
$1.32M +$977K +21,135 +338%
FP
294
Financial Perspectives
Minnesota
$1.32M +$2.91M +62,909 +8,653%
HR
295
Howe & Rusling
New York
$1.3M +$1.14M +24,707 +1,067%
WA
296
WBH Advisory
Maryland
$1.3M +$88.4K +1,912 +8%
NFP
297
Novak Financial Planning
Maryland
$1.3M +$120K +2,597 +11%
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$1.29M
NFSG
299
Newbridge Financial Services Group
Florida
$1.28M -$25.5K -552 -2%
SMM
300
Stadion Money Management
Georgia
$1.27M

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.