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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
SIC
301
Samalin Investment Counsel
New York
$599K +$21.6K +544 +4%
MAFM
302
Mid Atlantic Financial Management
Pennsylvania
$593K -$30.2K -759 -5%
SFG
303
StrategIQ Financial Group
Indiana
$592K +$3.1K +78 +0.5%
1IA
304
1834 Investment Advisors
Wisconsin
$586K
COF
305
Capital One Financial
Virginia
$577K -$237K -5,958 -29%
FA
306
FCG Advisors
New Jersey
$574K +$574K +14,435 New
William Blair & Company
307
William Blair & Company
Illinois
$571K +$125K +3,148 +28%
RPG
308
Resource Planning Group
Georgia
$568K +$567K +14,281 New
SFS
309
Sowell Financial Services
Arkansas
$565K -$18.8K -472 -3%
YWP
310
YorkBridge Wealth Partners
New York
$562K -$556 -14 -0.1%
TW
311
TrinityPoint Wealth
Connecticut
$551K +$109K +2,744 +25%
FMC
312
First Merchants Corp
Indiana
$550K +$549K +13,825 New
FFG
313
Ford Financial Group
California
$544K +$24.3K +612 +5%
MIAN
314
Mariner Independent Advisor Network
Kansas
$543K +$81.9K +2,061 +18%
CW
315
CreativeOne Wealth
Kansas
$536K +$33K +830 +7%
T. Rowe Price Associates
316
T. Rowe Price Associates
Maryland
$535K +$534K +13,439 New
IA
317
IFP Advisors
Florida
$533K -$70.8K -1,782 -12%
GM
318
GeoWealth Management
Illinois
$533K -$30.6K -770 -5%
PPW
319
Pasadena Private Wealth
California
$527K -$327K -8,220 -38%
EWA
320
ERTS Wealth Advisors
Michigan
$516K
RMAM
321
Raab & Moskowitz Asset Management
New Jersey
$512K -$49.9K -1,255 -9%
BOPW
322
Brandywine Oak Private Wealth
Pennsylvania
$511K -$12.9K -325 -2%
DAM
323
Deltec Asset Management
New York
$511K +$511K +12,850 New
HL
324
HeadInvest LLC
Maine
$508K
EIP
325
Ellis Investment Partners
Pennsylvania
$507K -$155K -3,902 -23%

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.