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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
PIA
326
Pinion Investment Advisors
Kansas
$784K +$202K +4,758 +37%
JCM
327
Jacobi Capital Management
Pennsylvania
$767K +$727K +17,098 +284,967%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$765K +$44.6K +1,048 +7%
PA
329
Planning Alternatives
Michigan
$763K -$901K -21,204 -55%
UCFA
330
United Capital Financial Advisors
Texas
$753K -$71.6K -1,685 -9%
APA
331
American Portfolios Advisors
New York
$741K +$186K +4,373 +36%
SWP
332
Summit Wealth Partners
Florida
$736K +$4.29K +101 +0.6%
TCM
333
Towercrest Capital Management
Pennsylvania
$729K -$19K -446 -3%
KAM
334
Knightsbridge Asset Management
California
$728K +$245K +5,761 +55%
CAN
335
Claraphi Advisory Network
United States
$723K -$14.8K -347 -2%
FAM
336
Formidable Asset Management
Ohio
$723K
Bank of New York Mellon
337
Bank of New York Mellon
New York
$721K -$99.9K -2,349 -13%
William Blair & Company
338
William Blair & Company
Illinois
$716K +$69.5K +1,634 +11%
MWM
339
Meridian Wealth Management
Kentucky
$716K +$442K +10,386 +186%
IC
340
Inscription Capital
Texas
$714K
MSFS
341
Main Street Financial Solutions
Pennsylvania
$714K +$678K +15,939 New
WIA
342
World Investment Advisors
California
$701K +$85 +2 +0%
BSW
343
Buckingham Strategic Wealth
Missouri
$694K +$658K +15,485 New
AFG
344
Albion Financial Group
Utah
$691K -$1.26M -29,525 -66%
IF
345
Intrua Financial
Texas
$691K -$36.3K -855 -5%
OAM
346
Oak Asset Management
California
$691K +$2.76K +65 +0.4%
IA
347
IFP Advisors
Florida
$690K +$90.1K +2,120 +16%
IWS
348
Insight Wealth Strategies
California
$687K -$96.3K -2,266 -13%
MAFM
349
Mid Atlantic Financial Management
Pennsylvania
$677K +$50.1K +1,178 +8%
FFG
350
Ford Financial Group
California
$677K +$60.2K +1,415 +10%

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.