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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
SF
376
Synovus Financial
Georgia
$751K -$242K -5,225 -25%
OAM
377
Oak Asset Management
California
$745K
William Blair & Company
378
William Blair & Company
Illinois
$739K -$31.1K -673 -4%
Jones Financial Companies
379
Jones Financial Companies
Missouri
$718K +$37.6K +813 +6%
CWP
380
Corepath Wealth Partners
Arizona
$712K -$9.25K -200 -1%
PIA
381
Pinion Investment Advisors
Kansas
$711K -$128K -2,769 -16%
RPG
382
Resource Planning Group
Georgia
$701K
MAFM
383
Mid Atlantic Financial Management
Pennsylvania
$697K -$30.7K -665 -4%
BOPW
384
Brandywine Oak Private Wealth
Pennsylvania
$697K +$73.9K +1,599 +12%
SFG
385
StrategIQ Financial Group
Indiana
$691K -$7.86K -170 -1%
DFG
386
Demars Financial Group
Washington
$691K +$1.11K +24 +0.2%
WPP
387
Whalerock Point Partners
Rhode Island
$687K +$92 +2 +0%
1IA
388
1834 Investment Advisors
Wisconsin
$677K -$29.8K -645 -4%
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$675K +$647K +14,000 New
FMC
390
First Merchants Corp
Indiana
$667K
T. Rowe Price Associates
391
T. Rowe Price Associates
Maryland
$649K
EIP
392
Ellis Investment Partners
Pennsylvania
$647K +$27K +584 +5%
FPW
393
Flagship Private Wealth
Massachusetts
$643K -$47.5K -1,028 -7%
GWS
394
Glassman Wealth Services
Virginia
$634K +$607K +13,136 New
BRWM
395
B. Riley Wealth Management
Tennessee
$624K +$131K +2,831 +28%
DAM
396
Deltec Asset Management
New York
$620K
RMAM
397
Raab & Moskowitz Asset Management
New Jersey
$616K -$5.78K -125 -1%
HL
398
HeadInvest LLC
Maine
$607K -$7.67K -166 -1%
CCMD
399
Cypress Capital Management (Delaware)
Delaware
$605K +$54.3K +1,175 +10%
EWA
400
ERTS Wealth Advisors
Michigan
$602K

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.