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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
SFM
451
Signet Financial Management
New Jersey
$275K -$76.8K -1,806 -23%
GAM
452
Geier Asset Management
Maryland
$274K +$257K +6,042 New
BW
453
Bison Wealth
Georgia
$269K – – –
MFG
454
Magnus Financial Group
New York
$269K +$255 +6 +0.1%
CWP
455
Concord Wealth Partners
Virginia
$267K +$253K +5,957 New
CCFM
456
Clear Creek Financial Management
Washington
$266K +$253K +5,942 New
SSI
457
Scott & Selber Inc
Texas
$264K +$23.4K +551 +10%
PWP
458
Principle Wealth Partners
Connecticut
$263K +$249K +5,858 New
BAM
459
Berkshire Asset Management
Pennsylvania
$260K -$21.3K -500 -8%
BF
460
BOK Financial
Oklahoma
$260K +$247K +5,808 New
SAA
461
Southeast Asset Advisors
Georgia
$258K -$53.4K -1,255 -18%
IWP
462
Icon Wealth Partners
Texas
$255K +$242K +5,697 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$252K +$723 +17 +0.3%
MCWS
464
McKinley Carter Wealth Services
West Virginia
$250K +$237K +5,583 New
APWA
465
Atlas Private Wealth Advisors
New Jersey
$246K +$4.29K +101 +2%
DWM
466
Darwin Wealth Management
Florida
$244K -$193K -4,536 -45%
SNT
467
Security National Trust
West Virginia
$244K – – –
NAM
468
NorthCoast Asset Management
Connecticut
$243K -$31.3K -737 -12%
HAIM
469
Hunter Associates Investment Management
Pennsylvania
$242K – – –
OIA
470
Optimum Investment Advisors
Illinois
$239K -$12.8K -300 -5%
ECG
471
Edge Capital Group
Georgia
$239K – – –
KF
472
Krilogy Financial
Missouri
$237K +$224K +5,278 New
PPP
473
Private Portfolio Partners
New Jersey
$235K +$223K +5,242 New
WA
474
Winfield Associates
Ohio
$234K – – –
RHP
475
Royal Harbor Partners
Texas
$230K +$1.36K +32 +0.6%
17 18
19
20 21

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.