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iShares Core Dividend Growth ETF

467 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 201 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 142

22% more capital invested

Capital invested by funds: $4.93B → $6B (+$1.08B)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

7% more funds holding

Funds holding: 436467 (+31)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

0.27% less ownership

Funds ownership: 56.73%56.45% (-0.27%)

Holders
467
Holders Change
+31
Holders Change %
+7.11%
% of All Funds
9.58%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.15%
New
68
Increased
201
Reduced
142
Closed
33
Calls
$1K
Puts
$1K
Net Calls
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$35.9M -$7.57M -208,109 -18%
SIAS
27
Shine Investment Advisory Services
Colorado
$32.6M +$10.3M +283,358 +49%
SPIA
28
Steward Partners Investment Advisory
New York
$32.4M +$9.13M +251,256 +41%
CP
29
Corbenic Partners
Pennsylvania
$28.8M +$1.66M +45,694 +6%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$28.2M +$1.7M +46,802 +7%
BlackRock
31
BlackRock
New York
$27.7M +$5.51M +151,447 +26%
Mariner
32
Mariner
Kansas
$26.9M +$1.74M +47,788 +7%
KFS
33
Kelly Financial Services
Massachusetts
$26M +$6.46M +177,567 +35%
WP
34
WealthPLAN Partners
Nebraska
$25.7M +$27.5K +756 +0.1%
SPC
35
Sigma Planning Corp
Michigan
$25.7M -$54.1K -1,488 -0.2%
SFA
36
Stewardship Financial Advisors
Georgia
$25.2M -$5.36M -147,550 -18%
HighTower Advisors
37
HighTower Advisors
Illinois
$24.2M +$1.75M +48,232 +8%
PAG
38
Private Advisor Group
New Jersey
$22.7M -$5.98M -164,604 -21%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$22.6M -$1.33M -36,583 -6%
CAN
40
Cetera Advisor Networks
California
$22.4M +$4.08M +112,251 +23%
TGAM
41
TBH Global Asset Management
Tennessee
$21.9M -$4.67M -128,492 -18%
SWP
42
Strategic Wealth Partners
Ohio
$21.3M +$1.8M +49,408 +10%
Comerica Bank
43
Comerica Bank
Texas
$18.1M +$6.39M +175,627 +62%
KA
44
Kovack Advisors
Florida
$18.1M +$3.47M +95,371 +25%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$17.2M +$850K +23,372 +5%
TIA
46
Traphagen Investment Advisors
New Jersey
$16.9M +$985K +27,099 +6%
SL
47
Systelligence LLC
Minnesota
$16.8M +$11.1M +304,062 +212%
SCP
48
Syntal Capital Partners
Texas
$16.7M -$404K -11,121 -2%
LFA
49
Legacy Financial Advisors
Kentucky
$16.2M +$5.25M +144,487 +51%
AWM
50
Avior Wealth Management
Nebraska
$16.1M +$4.26M +117,171 +38%

DGRO Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2020, worth a combined $6B — up 22% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DGRO positions and 33 closed out — a net gain of 35 holders — while 201 added to existing stakes and 142 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $896M. The largest seller was JP Morgan Chase, cutting an estimated $799M.

  • 467 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2020, up from 436 in Q1 2020.
  • Funds reported $6B of iShares Core Dividend Growth ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 68 funds opened new iShares Core Dividend Growth ETF positions in Q2 2020 and 33 closed out, a net change of +35 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2020 was First Command Advisory Services, an estimated $896M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2020 was JP Morgan Chase, an estimated $799M sold.

Based on aggregated 13F filings for Q2 2020.