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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
SSWM
401
Sheets Smith Wealth Management
North Carolina
$395K -$5.31K -125 -1%
ACM
402
Ayrshire Capital Management
Connecticut
$391K -$69.3K -1,629 -16%
DSAM
403
Dock Street Asset Management
Florida
$388K
AWM
404
Alterna Wealth Management
Texas
$387K
WMA
405
Wealth Management Associates
New Jersey
$385K -$29.6K -696 -7%
SAM
406
Silvercrest Asset Management
New York
$383K +$363K +8,549 New
TCBWMS
407
Texas Capital Bank Wealth Management Services
Texas
$380K
Citadel Advisors
408
Citadel Advisors
Florida
$376K -$1.91M -44,924 -84%
SFPG
409
Stonebridge Financial Planning Group
Florida
$372K +$285K +6,700 +419%
CWAF
410
Core Wealth Advisors (Florida)
Florida
$368K -$432K -10,167 -55%
COF
411
Capital One Financial
Virginia
$368K -$268K -6,300 -43%
IAN
412
Integrated Advisors Network
Texas
$363K +$344K +8,091 New
GWMIA
413
Global Wealth Management Investment Advisory
Florida
$361K +$6.89K +162 +2%
SXL
414
Summit X LLC
Missouri
$358K +$3.7K +87 +1%
LA
415
Latitude Advisors
Florida
$354K +$336K +7,906 New
CWMU
416
Caliber Wealth Management (Utah)
Utah
$349K +$331K +7,794 New
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$345K +$6.63K +156 +2%
AIM
418
Alhambra Investment Management
Florida
$344K
SFA
419
Source Financial Advisors
New York
$336K +$318K +7,490 New
IA
420
Insight Advisors
Pennsylvania
$336K +$319K +7,496 New
BFG
421
Berger Financial Group
Minnesota
$333K +$316K +7,430 New
AUB
422
Atlantic Union Bankshares
Virginia
$332K -$6.38K -150 -2%
SAM
423
SignalPoint Asset Management
Missouri
$331K -$13.3K -312 -4%
MP
424
McDonald Partners
Ohio
$330K +$313K +7,354 New
MLIC
425
Mandatum Life Insurance Company
Finland
$328K

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.