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iShares Core Dividend Growth ETF
DGRO

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: 63 → 77 (+14)

18% more funds holding

Funds holding: 496 → 583 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
HighTower Advisors
HighTower Advisors
Illinois
+$70.5M
3
AC
Allstate Corporation
Illinois
+$48.9M
4
FCAS
First Command Advisory Services
Texas
+$46.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$70M
2
SL
Systelligence LLC
Minnesota
-$10.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$8.12M
4
RJA
Raymond James & Associates
Florida
-$8.09M
5
DFG
Demars Financial Group
Washington
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
426
Family Capital Trust
Massachusetts
$327K – – –
JHCP
427
Jackson Hole Capital Partners
Oklahoma
$325K – – –
NEPWA
428
New England Private Wealth Advisors
Massachusetts
$324K +$1.06K +25 +0.3%
TCM
429
Tandem Capital Management
New Jersey
$319K -$638 -15 -0.2%
MAM
430
McLean Asset Management
Virginia
$319K +$303K +7,121 New
WFM
431
Wolff Financial Management
Michigan
$319K +$303K +7,124 New
DWT
432
Dorsey & Whitney Trust
South Dakota
$313K – – –
CA
433
Crewe Advisors
Utah
$311K +$152K +3,565 +106%
ACG
434
Allen Capital Group
Nebraska
$310K +$4.21K +99 +1%
SEIA
435
Signature Estate & Investment Advisors
California
$309K -$91.1K -2,142 -24%
TSS
436
Two Sigma Securities
New York
$307K +$291K +6,846 New
GP
437
Girard Partners
Pennsylvania
$307K +$291K +6,850 New
RWA
438
Redhawk Wealth Advisors
Minnesota
$303K -$24.2K -570 -8%
LWMG
439
Levy Wealth Management Group
Pennsylvania
$300K +$285K +6,697 New
LC
440
Lindbrook Capital
California
$298K +$234K +5,500 +482%
PFWA
441
Paces Ferry Wealth Advisors
Georgia
$295K +$31.8K +747 +13%
TC
442
Telemus Capital
Michigan
$294K – – –
HFA
443
High Falls Advisors
New York
$293K +$278K +6,534 New
AWA
444
Alta Wealth Advisors
Massachusetts
$293K +$278K +6,536 New
CG
445
Clarus Group
Texas
$286K +$264K +6,200 New
SMC
446
Smith, Moore & Co
Missouri
$282K +$267K +6,289 New
FFA
447
Founders Financial Alliance
North Carolina
$280K – – –
NFG
448
NewFocus Financial Group
Washington
$280K – – –
LWAC
449
Laurel Wealth Advisors (California)
California
$280K +$6.76K +159 +3%
FCFC
450
First Commonwealth Financial Corp
Pennsylvania
$278K – – –
16 17
18
19 20

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.