iShares Core Dividend Growth ETF
DGRO
467 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 201 increasing their positions, 142 reducing their positions, and 33 closing their positions.
106% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 33
42% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 142
22% more capital invested
Capital invested by funds: $4.93B → $6B (+$1.08B)
8% more funds holding in top 10
Funds holding in top 10: 52 → 56 (+4)
7% more funds holding
Funds holding: 436 → 467 (+31)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
0.27% less ownership
Funds ownership: 56.73% → 56.45% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$896M |
| 2 |
Morgan Stanley
New York
|
+$62.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.8M |
| 5 |
PA
Prism Advisors
Studio City,
California
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$799M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$42.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32.1M |
| 4 |
SL
Stevard LLC
Chicago,
Illinois
|
-$17M |
| 5 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$15.4M |
DGRO Hedge Fund Activity: Q2 2020 in Review
467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2020, worth a combined $6B — up 22% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DGRO positions and 33 closed out — a net gain of 35 holders — while 201 added to existing stakes and 142 trimmed.
The largest buyer was First Command Advisory Services, adding an estimated $896M. The largest seller was JP Morgan Chase, cutting an estimated $799M.
- 467 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2020, up from 436 in Q1 2020.
- Funds reported $6B of iShares Core Dividend Growth ETF stock for Q2 2020, up 22% quarter-over-quarter.
- 68 funds opened new iShares Core Dividend Growth ETF positions in Q2 2020 and 33 closed out, a net change of +35 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2020 was First Command Advisory Services, an estimated $896M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2020 was JP Morgan Chase, an estimated $799M sold.
Based on aggregated 13F filings for Q2 2020.