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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
AA
451
Advisory Alpha
Michigan
$25K +$23.9K +602 New
FP
452
Financial Perspectives
Minnesota
$23.6K +$1.19K +30 +5%
SIC
453
Salem Investment Counselors
North Carolina
$20K
BCM
454
Bourgeon Capital Management
Connecticut
$19K
First Manhattan
455
First Manhattan
New York
$16K
MHR
456
Matthew Hamilton Rosenberg
$16K
BBHC
457
Brown Brothers Harriman & Co
New York
$15K
CCM
458
Covington Capital Management
California
$14K
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K
PFO
460
Pathstone Family Office
New Jersey
$13K -$3.89K -98 -23%
PCG
461
Private Capital Group
Connecticut
$12K
TFGT
462
TS Financial Group (TSFG)
Illinois
$12K
OC
463
Oakworth Capital
Alabama
$11K
BWM
464
Baystate Wealth Management
Massachusetts
$11K +$79 +2 +0.7%
FHC
465
First Horizon Corporation
Tennessee
$11K +$11.4K +286 New
AWA
466
Arkadios Wealth Advisors
Georgia
$11K -$8.9K -224 -46%
RCA
467
Ranch Capital Advisors
Florida
$10K +$79 +2 +0.7%
MWC
468
MBM Wealth Consultants
Missouri
$10K +$10.4K +263 New
F
469
F3Logic
Minnesota
$9.14K -$825K -20,754 -8%
AWMS
470
Advocacy Wealth Management Services
Georgia
$9K -$12.2K -307 -58%
TCOV
471
Trust Company of Vermont
Vermont
$8K -$146K -3,679 -95%
TIM
472
Tortoise Investment Management
New York
$8K
SWM
473
Selective Wealth Management
Virginia
$7K +$40 +1 +0.6%
EW
474
Evoke Wealth
California
$6K
SBL
475
Sargent Bickham Lagudis
Colorado
$6K +$40 +1 +0.6%

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.