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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
MGIA
301
Moneta Group Investment Advisors
Missouri
$1.27M +$9.62K +208 +0.8%
NFG
302
Next Financial Group
Texas
$1.27M +$349K +7,557 +40%
OAM
303
Occidental Asset Management
California
$1.26M +$2.59K +56 +0.2%
CAC
304
Certified Advisory Corp
Florida
$1.25M +$1.2M +25,880 New
CPIG
305
Chicago Partners Investment Group
Illinois
$1.24M +$327K +7,081 +40%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$1.22M +$112K +2,415 +11%
EIA
307
Eastover Investment Advisors
North Carolina
$1.21M -$85K -1,839 -7%
WP
308
WealthSource Partners
California
$1.2M +$1.15M +24,913 New
APW
309
Aurora Private Wealth
New Jersey
$1.2M +$98.1K +2,123 +9%
RA
310
RFG Advisory
Alabama
$1.19M +$30.7K +664 +3%
Brown Advisory
311
Brown Advisory
Maryland
$1.18M +$57.8K +1,250 +5%
IWP
312
Icon Wealth Partners
Texas
$1.18M +$866K +18,734 +329%
WANY
313
Wealthspire Advisors (New York)
New York
$1.17M +$1.12M +24,256 New
VC
314
Vicus Capital
Pennsylvania
$1.15M +$14.6K +315 +1%
IAN
315
Integrated Advisors Network
Texas
$1.15M +$724K +15,663 +194%
WFM
316
Wolff Financial Management
Michigan
$1.15M +$767K +16,589 +233%
APA
317
American Portfolios Advisors
New York
$1.14M +$332K +7,174 +43%
SC
318
Scotia Capital
Ontario, Canada
$1.12M +$60.6K +1,311 +6%
SA
319
Stewardship Advisors
Pennsylvania
$1.11M -$1.46M -31,580 -58%
RWA
320
Ropes Wealth Advisors
Massachusetts
$1.11M -$259K -5,605 -20%
GLA
321
Good Life Advisors
Pennsylvania
$1.11M +$12.3K +265 +1%
TIA
322
Traphagen Investment Advisors
New Jersey
$1.1M -$19.9M -429,621 -95%
KMWM
323
Keudell/Morrison Wealth Management
Oregon
$1.09M +$499K +10,805 +92%
RBFC
324
Roman Butler Fullerton & Co
Missouri
$1.05M +$57K +1,233 +6%
SWMG
325
Strategic Wealth Management Group
Maryland
$1.05M +$175K +3,777 +21%

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.