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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
SF
301
Synovus Financial
Georgia
$929K +$25.6K +603 +3%
CW
302
CreativeOne Wealth
Kansas
$925K +$305K +7,177 +53%
LA
303
LexAurum Advisors
Kansas
$900K +$46K +1,082 +6%
MWM
304
Minot Wealth Management
Massachusetts
$896K -$434K -10,212 -34%
RBFC
305
Roman Butler Fullerton & Co
Missouri
$893K +$31.4K +739 +4%
HAS
306
HBW Advisory Services
California
$890K +$63.5K +1,493 +8%
SG
307
StoneX Group
New York
$889K +$79.2K +1,864 +10%
CF
308
Centaurus Financial
California
$886K +$87.7K +2,063 +12%
SFS
309
Sowell Financial Services
Arkansas
$878K +$229K +5,379 +38%
BIA
310
Biondo Investment Advisors
Pennsylvania
$869K -$23.4K -550 -3%
MIAN
311
Mariner Independent Advisor Network
Kansas
$856K +$232K +5,453 +40%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$854K +$494K +11,622 +156%
NFG
313
Next Financial Group
Texas
$837K -$81.6K -1,920 -9%
MMM
314
Mendel Money Management
Illinois
$834K +$14.4K +338 +2%
GWSG
315
GPS Wealth Strategies Group
Colorado
$833K -$19.6K -460 -2%
CFS
316
CRA Financial Services
New Jersey
$827K -$3.4K -80 -0.4%
PIA
317
Perennial Investment Advisors
California
$824K +$121K +2,856 +18%
GM
318
GeoWealth Management
Illinois
$821K +$207K +4,869 +36%
CPIG
319
Chicago Partners Investment Group
Illinois
$811K +$413K +9,706 +120%
PA
320
PSI Advisors
Florida
$808K +$767K +18,049 New
SWMG
321
Strategic Wealth Management Group
Maryland
$806K +$59.8K +1,407 +8%
IP
322
Investment Partners
Ohio
$804K
EP
323
Eudaimonia Partners
Tennessee
$800K -$61.9K -1,456 -8%
UWM
324
USAdvisors Wealth Management
Minnesota
$791K +$762K +17,929 New
GT
325
Glenmede Trust
Pennsylvania
$789K

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.