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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
PAS
351
Partnervest Advisory Services
California
$362K +$361K +9,095 New
DWM
352
Destination Wealth Management
California
$360K -$29.8K -749 -8%
SEIA
353
Signature Estate & Investment Advisors
California
$359K -$240K -6,040 -40%
SSWM
354
Sheets Smith Wealth Management
North Carolina
$356K +$2.46K +62 +0.7%
PTC
355
Private Trust Company
Ohio
$354K +$11.7K +295 +3%
ERIM
356
Eagle Ridge Investment Management
Connecticut
$353K +$352K +8,859 New
AWM
357
Alterna Wealth Management
Texas
$344K
DSAM
358
Dock Street Asset Management
Florida
$344K
TCBWMS
359
Texas Capital Bank Wealth Management Services
Texas
$338K
IAA
360
Independent Advisor Alliance
North Carolina
$337K -$3.85K -97 -1%
CA
361
Calton & Associates
Florida
$329K
CPIG
362
Chicago Partners Investment Group
Illinois
$327K +$322K +8,110 New
SFM
363
Signet Financial Management
New Jersey
$321K -$41K -1,031 -11%
BB
364
Busey Bank
Illinois
$321K +$321K +8,077 New
TFA
365
Teamwork Financial Advisors
Texas
$315K -$307K -7,725 -49%
GWMIA
366
Global Wealth Management Investment Advisory
Florida
$314K +$29.3K +737 +10%
QC
367
QCM Cayman
Texas
$309K -$112K -2,822 -27%
SAM
368
SignalPoint Asset Management
Missouri
$307K
AIM
369
Alhambra Investment Management
Florida
$305K -$4.77K -120 -2%
AUB
370
Atlantic Union Bankshares
Virginia
$301K +$16.3K +411 +6%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$296K +$295K +7,430 New
RWA
372
Redhawk Wealth Advisors
Minnesota
$292K -$9.5K -239 -3%
MLIC
373
Mandatum Life Insurance Company
Finland
$291K
FCT
374
Family Capital Trust
Massachusetts
$290K
IWM
375
IHT Wealth Management
Illinois
$289K +$12K +301 +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.