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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
AIM
451
Alhambra Investment Management
Florida
$403K +$30.9K +669 +9%
QC
452
QCM Cayman
Texas
$394K +$378K +8,171 New
SXL
453
Summit X LLC
Missouri
$388K +$6.52K +141 +2%
BWM
454
BigSur Wealth Management
Florida
$386K +$370K +8,000 New
EWA
455
EP Wealth Advisors
California
$384K +$368K +7,963 New
CWAF
456
Core Wealth Advisors (Florida)
Florida
$373K -$22.1K -477 -6%
CWMU
457
Caliber Wealth Management (Utah)
Utah
$368K -$7.81K -169 -2%
SFA
458
Source Financial Advisors
New York
$368K +$6.2K +134 +2%
PA
459
Planning Alternatives
Michigan
$364K -$438K -9,473 -56%
AUB
460
Atlantic Union Bankshares
Virginia
$363K +$4.85K +105 +1%
PFWA
461
Paces Ferry Wealth Advisors
Georgia
$360K +$40.6K +879 +13%
MAM
462
McLean Asset Management
Virginia
$356K +$1.11K +24 +0.3%
MP
463
McDonald Partners
Ohio
$356K +$1.39K +30 +0.4%
MLIC
464
Mandatum Life Insurance Company
Finland
$353K
FCT
465
Family Capital Trust
Massachusetts
$352K
SAM
466
SignalPoint Asset Management
Missouri
$351K -$6.01K -130 -2%
IAA
467
Independent Advisor Alliance
North Carolina
$350K -$80.7K -1,745 -19%
Koshinski Asset Management
468
Koshinski Asset Management
Illinois
$350K -$20.1K -434 -6%
NEPWA
469
New England Private Wealth Advisors
Massachusetts
$349K
FIM
470
Freedom Investment Management
Connecticut
$348K +$334K +7,219 New
RF
471
Rollins Financial
Georgia
$345K +$331K +7,152 New
DSAM
472
Dock Street Asset Management
Florida
$344K -$70.7K -1,529 -18%
TCM
473
Tandem Capital Management
New Jersey
$343K
CPO
474
Cerity Partners OCIO
New York
$341K +$105K +2,261 +47%
DWT
475
Dorsey & Whitney Trust
South Dakota
$338K

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.