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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
FFWM
401
Future Financial Wealth Management
Ohio
$596K +$85.9K +1,858 +18%
CAS
402
Cascadia Advisory Services
Oregon
$588K +$563K +12,178 New
PPA
403
Parametric Portfolio Associates
Washington
$583K +$53K +1,146 +10%
LWP
404
Legacy Wealth Planning
Nevada
$577K +$13.9K +300 +3%
AIC
405
Ameritas Investment Company
Nebraska
$575K -$1.01M -21,771 -65%
PMG
406
ProVise Management Group
Florida
$572K +$548K +11,857 New
PFO
407
Pathstone Family Office
New Jersey
$567K +$528K +11,425 +3,505%
PPW
408
Pasadena Private Wealth
California
$565K -$20.6K -445 -4%
YWP
409
YorkBridge Wealth Partners
New York
$553K -$165K -3,570 -24%
Northern Trust
410
Northern Trust
Illinois
$547K -$6.01K -130 -1%
TFA
411
Teamwork Financial Advisors
Texas
$544K +$10.3K +222 +2%
YIH
412
Y-Intercept (HK)
Hong Kong
$527K +$504K +10,897 New
AF
413
Allworth Financial
California
$521K -$57.9K -1,252 -10%
MFA
414
Mayflower Financial Advisors
Massachusetts
$518K -$17K -368 -3%
M&T Bank
415
M&T Bank
New York
$516K -$1.82M -39,391 -79%
MWM
416
Mascoma Wealth Management
New Hampshire
$515K -$68.8K -1,489 -12%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$512K -$22.6K -489 -4%
CAM
418
Cresset Asset Management
Illinois
$510K +$255K +5,519 +110%
BCP
419
Blue Chip Partners
Michigan
$509K -$27.5K -595 -5%
WS
420
Wedbush Securities
California
$509K +$69.2K +1,497 +17%
RWP
421
RWA Wealth Partners
Massachusetts
$493K +$17.9K +388 +4%
BAM
422
Belpointe Asset Management
Nevada
$488K +$243K +5,266 +109%
SSI
423
Scott & Selber Inc
Texas
$478K +$185K +4,000 +68%
EW
424
Element Wealth
Mississippi
$474K -$1.71K -37 -0.4%
CA
425
Crewe Advisors
Utah
$473K +$132K +2,863 +41%

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.