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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
IWC
376
Integrated Wealth Concepts
Massachusetts
$535K +$33.3K +783 +7%
KMWM
377
Keudell/Morrison Wealth Management
Oregon
$529K +$62.9K +1,480 +14%
LWP
378
Legacy Wealth Planning
Nevada
$523K -$149K -3,509 -23%
Northern Trust
379
Northern Trust
Illinois
$513K +$5.53K +130 +1%
CCMD
380
Cypress Capital Management (Delaware)
Delaware
$509K +$55.1K +1,295 +13%
BCP
381
Blue Chip Partners
Michigan
$500K +$2.89K +68 +0.6%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$497K -$67.3K -1,584 -12%
PIMG
383
Patriot Investment Management Group
Tennessee
$497K -$857K -20,149 -64%
MFA
384
Mayflower Financial Advisors
Massachusetts
$497K +$472K +11,094 New
TFA
385
Teamwork Financial Advisors
Texas
$495K +$133K +3,131 +40%
PPA
386
Parametric Portfolio Associates
Washington
$490K -$61.9K -1,457 -12%
PFA
387
Pettinga Financial Advisors
Indiana
$483K +$458K +10,775 New
FFWM
388
Future Financial Wealth Management
Ohio
$470K +$446K +10,486 New
FFN
389
Focus Financial Network
Minnesota
$461K +$10.5K +246 +2%
BRWM
390
B. Riley Wealth Management
Tennessee
$452K +$429K +10,093 New
EW
391
Element Wealth
Mississippi
$442K -$62.4K -1,467 -13%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$442K
RWP
393
RWA Wealth Partners
Massachusetts
$440K -$6.17K -145 -1%
FCA
394
FinTrust Capital Advisors
South Carolina
$432K
WS
395
Wedbush Securities
California
$406K -$103K -2,434 -21%
IAA
396
Independent Advisor Alliance
North Carolina
$403K +$20.6K +485 +6%
BO
397
BRR OpCo
Ohio
$403K +$104K +2,439 +37%
DWM
398
Destination Wealth Management
California
$401K -$3.91K -92 -1%
PTC
399
Private Trust Company
Ohio
$399K
IWM
400
IHT Wealth Management
Illinois
$399K +$69.5K +1,634 +22%

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.