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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
DWM
426
Destination Wealth Management
California
$468K +$34.7K +750 +8%
JHCP
427
Jackson Hole Capital Partners
Oklahoma
$466K +$112K +2,417 +33%
FCA
428
FinTrust Capital Advisors
South Carolina
$465K
GP
429
Girard Partners
Pennsylvania
$461K +$126K +2,717 +40%
CB
430
Commerce Bank
Missouri
$459K +$440K +9,518 New
OIA
431
Optimum Investment Advisors
Illinois
$457K +$192K +4,150 +78%
SEP
432
Southland Equity Partners
Missouri
$456K +$436K +9,441 New
MCM
433
MAI Capital Management
Ohio
$451K +$201K +4,345 +87%
BCM
434
Brasada Capital Management
Texas
$444K +$425K +9,197 New
LA
435
Latitude Advisors
Florida
$442K +$57.9K +1,253 +16%
HDIM
436
Hanson & Doremus Investment Management
Vermont
$439K -$34.9K -756 -8%
BO
437
BRR OpCo
Ohio
$439K +$5.41K +117 +1%
CRWM
438
Castle Rock Wealth Management
California
$438K -$1.13M -24,407 -73%
SAM
439
Silvercrest Asset Management
New York
$438K +$24.6K +532 +6%
SSWM
440
Sheets Smith Wealth Management
North Carolina
$435K +$8.64K +187 +2%
CWM
441
Collaborative Wealth Management
Florida
$432K +$374K +8,081 New
PTC
442
Private Trust Company
Ohio
$431K +$1.43K +31 +0.3%
PWP
443
Principle Wealth Partners
Connecticut
$427K +$138K +2,996 +51%
CBFP
444
Cedar Brook Financial Partners
Ohio
$423K -$1.16M -24,999 -74%
WMA
445
Wealth Management Associates
New Jersey
$415K +$139 +3 +0%
GWMIA
446
Global Wealth Management Investment Advisory
Florida
$413K +$23.3K +504 +6%
TCBWMS
447
Texas Capital Bank Wealth Management Services
Texas
$409K
IA
448
Insight Advisors
Pennsylvania
$408K +$31.1K +673 +9%
CF
449
Centaurus Financial
California
$407K -$523K -11,323 -57%
CG
450
Clarus Group
Texas
$404K +$94.5K +2,045 +33%

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.