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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
GWM
351
GSB Wealth Management
Connecticut
$900K +$862K +18,648 New
CFS
352
CRA Financial Services
New Jersey
$891K
UCFA
353
United Capital Financial Advisors
Texas
$886K +$71.7K +1,550 +9%
EP
354
Eudaimonia Partners
Tennessee
$871K +$8.88K +192 +1%
IP
355
Investment Partners
Ohio
$866K
IWM
356
IHT Wealth Management
Illinois
$858K +$410K +8,868 +100%
GWSG
357
GPS Wealth Strategies Group
Colorado
$847K -$47.1K -1,018 -5%
CFGS
358
Concourse Financial Group Securities
Alabama
$845K -$4.95M -106,972 -86%
VR
359
Viridian RIA
Washington
$844K
JCM
360
Jacobi Capital Management
Pennsylvania
$826K
GM
361
GeoWealth Management
Illinois
$816K -$65.9K -1,425 -8%
MIAN
362
Mariner Independent Advisor Network
Kansas
$806K -$110K -2,389 -13%
SWP
363
Summit Wealth Partners
Florida
$797K +$4.11K +89 +0.5%
Renaissance Technologies
364
Renaissance Technologies
New York
$787K +$754K +16,300 New
FAM
365
Formidable Asset Management
Ohio
$780K -$9.25K -200 -1%
IF
366
Intrua Financial
Texas
$780K +$10K +217 +1%
TCM
367
Towercrest Capital Management
Pennsylvania
$776K -$8.37K -181 -1%
CAN
368
Claraphi Advisory Network
United States
$774K -$4.39K -95 -0.6%
IA
369
IFP Advisors
Florida
$770K +$23.3K +505 +3%
IWC
370
Integrated Wealth Concepts
Massachusetts
$770K +$186K +4,013 +34%
IC
371
Inscription Capital
Texas
$769K
Bank of New York Mellon
372
Bank of New York Mellon
New York
$765K -$10.7K -231 -1%
WIA
373
World Investment Advisors
California
$765K +$139 +3 +0%
FFG
374
Ford Financial Group
California
$759K +$28.9K +625 +4%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$753K -$15.6K -337 -2%

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.