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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
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$288K
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$286K +$34.7K +873 +14%
TCM
378
Tandem Capital Management
New Jersey
$284K -$12.7K -320 -4%
ACG
379
Allen Capital Group
Nebraska
$282K +$6.12K +154 +2%
SAA
380
Southeast Asset Advisors
Georgia
$279K
DWT
381
Dorsey & Whitney Trust
South Dakota
$278K
TC
382
Telemus Capital
Michigan
$272K +$29.7K +748 +13%
BO
383
BRR OpCo
Ohio
$260K +$260K +6,544 New
FFA
384
Founders Financial Alliance
North Carolina
$253K +$247K +6,223 New
BAM
385
Berkshire Asset Management
Pennsylvania
$251K
NFG
386
NewFocus Financial Group
Washington
$249K
FCFC
387
First Commonwealth Financial Corp
Pennsylvania
$247K
NAM
388
NorthCoast Asset Management
Connecticut
$245K +$245K +6,165 New
LWAC
389
Laurel Wealth Advisors (California)
California
$242K +$834 +21 +0.3%
BW
390
Bison Wealth
Georgia
$239K
MFG
391
Magnus Financial Group
New York
$239K +$278 +7 +0.1%
CAM
392
Cresset Asset Management
Illinois
$235K -$363K -9,144 -61%
22CM
393
20/20 Capital Management
California
$234K +$234K +5,891 New
PFWA
394
Paces Ferry Wealth Advisors
Georgia
$232K +$232K +5,828 New
OIA
395
Optimum Investment Advisors
Illinois
$224K
BFEC
396
Benjamin F. Edwards & Company
Missouri
$223K -$89.8K -2,261 -29%
LFG
397
LifePlan Financial Group
Ohio
$222K +$147K +3,694 +196%
MWM
398
Meridian Wealth Management
Kentucky
$222K +$222K +5,590 New
SNT
399
Security National Trust
West Virginia
$217K
HAIM
400
Hunter Associates Investment Management
Pennsylvania
$215K

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.