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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
Jones Financial Companies
326
Jones Financial Companies
Missouri
$505K +$504K +12,696 New
RCAG
327
Rehmann Capital Advisory Group
Michigan
$504K -$47.9K -1,206 -9%
PPA
328
Parametric Portfolio Associates
Washington
$493K -$11.8K -296 -2%
WR
329
Watson Rebecca
$487K -$20.9K -527 -4%
APA
330
American Portfolios Advisors
New York
$484K +$109K +2,741 +29%
PIA
331
Pinion Investment Advisors
Kansas
$479K
CAS
332
Cascadia Advisory Services
Oregon
$471K -$138K -3,468 -23%
GWM
333
Geneos Wealth Management
Colorado
$468K +$182K +4,581 +62%
CIA
334
Compass Ion Advisors
Pennsylvania
$458K -$102K -2,579 -18%
WS
335
Wedbush Securities
California
$457K +$456K +11,486 New
EW
336
Element Wealth
Mississippi
$451K +$1.43K +36 +0.3%
Northern Trust
337
Northern Trust
Illinois
$450K -$151K -3,792 -25%
IWC
338
Integrated Wealth Concepts
Massachusetts
$444K +$200K +5,043 +82%
BCP
339
Blue Chip Partners
Michigan
$441K +$2.86K +72 +0.7%
RW
340
RVW Wealth
California
$434K
SFSG
341
Sound Financial Strategies Group
Mississippi
$429K -$33K -831 -7%
KAM
342
Knightsbridge Asset Management
California
$417K +$417K +10,487 New
ACM
343
Ayrshire Capital Management
Connecticut
$412K +$1.71K +43 +0.4%
KMWM
344
Keudell/Morrison Wealth Management
Oregon
$411K +$105K +2,640 +34%
CCMD
345
Cypress Capital Management (Delaware)
Delaware
$400K +$17.9K +450 +5%
FFN
346
Focus Financial Network
Minnesota
$400K +$53.3K +1,341 +15%
DWM
347
Darwin Wealth Management
Florida
$397K -$334K -8,417 -46%
RWP
348
RWA Wealth Partners
Massachusetts
$397K
HDIM
349
Hanson & Doremus Investment Management
Vermont
$392K +$391K +9,853 New
WMA
350
Wealth Management Associates
New Jersey
$370K -$1.47K -37 -0.4%

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.