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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
VFA
426
Valeo Financial Advisors
Indiana
$85K -$2.34K -59 -3%
HFM
427
Hartford Financial Management
Connecticut
$83K
CFB
428
Cullen/Frost Bankers
Texas
$70K +$69.5K +1,750 New
AIM
429
Anchor Investment Management
South Carolina
$67.1K +$62.6K +1,575 +1,394%
SFPG
430
Stonebridge Financial Planning Group
Florida
$66K +$63.6K +1,600 New
FWM
431
Focused Wealth Management
New York
$59K
JGIA
432
Jackson Grant Investment Advisers
Connecticut
$59K +$79 +2 +0.1%
WT
433
Whittier Trust
California
$55K
CCM
434
Cribstone Capital Management
Maine
$54K -$124K -3,114 -70%
RWG
435
Regal Wealth Group
California
$52K
PP
436
PrairieView Partners
Minnesota
$46K
LC
437
Lindbrook Capital
California
$45K -$79.5K -2,000 -64%
GI
438
Gradient Investments
Minnesota
$45K +$45.2K +1,138 New
TWA
439
TCI Wealth Advisors
Arizona
$43K +$119 +3 +0.3%
LFG
440
Larson Financial Group
Missouri
$43K +$43K +1,081 New
CIR
441
Clear Investment Research
Georgia
$41K +$17.6K +444 +41%
LF
442
Lee Financial
Texas
$40K
FWP
443
FAS Wealth Partners
Kansas
$39K
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$10.4K +263 +39%
JFA
445
JNBA Financial Advisors
Minnesota
$37K +$30K +755 +424%
CAAS
446
Capital Asset Advisory Services
Michigan
$36K -$1.19K -30 -3%
CSPIA
447
Cary Street Partners Investment Advisory
Virginia
$35K +$35.2K +886 New
BAM
448
Bellevue Asset Management
Washington
$34K
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$33K
LWM
450
Liberty Wealth Management
California
$27K

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.