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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
YWP
351
YorkBridge Wealth Partners
New York
$673K +$38.6K +909 +6%
AWM
352
Apollon Wealth Management
South Carolina
$672K +$638K +15,003 New
PCM
353
Prelude Capital Management
New York
$671K -$1.02M -23,953 -62%
1IA
354
1834 Investment Advisors
Wisconsin
$657K -$2.55K -60 -0.4%
CWP
355
Corepath Wealth Partners
Arizona
$654K +$620K +14,591 New
RPG
356
Resource Planning Group
Georgia
$651K +$10.6K +250 +2%
SFG
357
StrategIQ Financial Group
Indiana
$649K -$16.2K -381 -3%
GWM
358
Geneos Wealth Management
Colorado
$646K +$390K +9,169 +76%
DFG
359
Demars Financial Group
Washington
$641K -$8M -188,073 -93%
WPP
360
Whalerock Point Partners
Rhode Island
$637K +$578K +13,595 +2,172%
MYIA
361
Mount Yale Investment Advisors
Colorado
$637K +$604K +14,204 New
Jones Financial Companies
362
Jones Financial Companies
Missouri
$631K +$58.3K +1,372 +11%
FPW
363
Flagship Private Wealth
Massachusetts
$629K +$600K +14,123 New
FMC
364
First Merchants Corp
Indiana
$619K
BBHC
365
Brown Brothers Harriman & Co
New York
$609K +$561K +13,192 +3,418%
T. Rowe Price Associates
366
T. Rowe Price Associates
Maryland
$602K
RMAM
367
Raab & Moskowitz Asset Management
New Jersey
$577K -$85 -2 -0%
DAM
368
Deltec Asset Management
New York
$576K
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
$575K
EIP
370
Ellis Investment Partners
Pennsylvania
$574K +$2.93K +69 +0.5%
HL
371
HeadInvest LLC
Maine
$572K
EWA
372
ERTS Wealth Advisors
Michigan
$559K -$21.3K -500 -4%
MWM
373
Mascoma Wealth Management
New Hampshire
$545K +$517K +12,159 New
PPW
374
Pasadena Private Wealth
California
$544K -$47.1K -1,108 -8%
AF
375
Allworth Financial
California
$540K +$512K +12,038 New

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.