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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
APWA
401
Atlas Private Wealth Advisors
New Jersey
$215K +$12.5K +314 +6%
SSI
402
Scott & Selber Inc
Texas
$213K +$79 +2 +0%
ECG
403
Edge Capital Group
Georgia
$212K
FFA
404
Fragasso Financial Advisors
Pennsylvania
$211K +$211K +5,312 New
NWP
405
Northstar Wealth Partners
Connecticut
$209K -$845K -21,276 -80%
WA
406
Winfield Associates
Ohio
$208K +$207K +5,220 New
RHP
407
Royal Harbor Partners
Texas
$203K +$202K +5,090 New
FGA
408
Fortis Group Advisors
New Jersey
$202K +$203K +5,100 New
HIM
409
HawsGoodwin Investment Management
Tennessee
$201K +$4.61K +116 +2%
AF
410
Advisornet Financial
Minnesota
$194K +$795 +20 +0.4%
S
411
SignatureFD
Georgia
$173K +$1.19K +30 +0.7%
SPP
412
Single Point Partners
Massachusetts
$157K +$389K +9,790 +14%
BFC
413
Bedel Financial Consulting
Indiana
$149K +$136K +3,422 +1,086%
CA
414
Crewe Advisors
Utah
$134K +$134K +3,366 New
BAM
415
Belpointe Asset Management
Nevada
$131K +$18.1K +456 +16%
BWM
416
BNC Wealth Management
Oregon
$123K +$123K +3,102 New
TFS
417
TrustCore Financial Services
Tennessee
$116K -$23.4K -590 -17%
TI
418
tru Independence
Oregon
$116K +$116K +2,913 New
AA
419
Ancora Advisors
Ohio
$110K -$80.8K -2,034 -42%
WEC
420
Winslow Evans & Crocker
Massachusetts
$99K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$98K +$70.3K +1,770 +251%
PFS
422
Prospera Financial Services
Texas
$91K -$126K -3,162 -58%
HWA
423
HHM Wealth Advisors
Tennessee
$91K +$4.93K +124 +6%
AIC
424
Archer Investment Corporation
Indiana
$90.6K
QCG
425
Quadrant Capital Group
Ohio
$89K +$13.2K +333 +18%

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.