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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
FAAS
26
First Allied Advisory Services
California
$33.2M -$5.71M -143,836 -15%
KAS
27
Kestra Advisory Services
Texas
$32.4M +$32.3M +812,938 New
Mariner
28
Mariner
Kansas
$31.2M +$2.73M +68,774 +10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$30.6M +$6.66M +167,499 +28%
CP
30
Corbenic Partners
Pennsylvania
$30.4M -$87.1K -2,192 -0.3%
SFA
31
Stewardship Financial Advisors
Georgia
$29.7M +$3.01M +75,862 +11%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$29.3M -$302K -7,607 -1%
BlackRock
33
BlackRock
New York
$28.6M -$734K -18,473 -3%
SPC
34
Sigma Planning Corp
Michigan
$27.4M +$231K +5,808 +0.8%
PAG
35
Private Advisor Group
New Jersey
$27M +$3.17M +79,715 +13%
WP
36
WealthPLAN Partners
Nebraska
$25.8M -$1.08M -27,195 -4%
HighTower Advisors
37
HighTower Advisors
Illinois
$25.5M -$84.1K -2,117 -0.3%
CAN
38
Cetera Advisor Networks
California
$25.3M +$1.57M +39,461 +7%
KFS
39
Kelly Financial Services
Massachusetts
$25.1M -$2.36M -59,485 -9%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$25.1M
TGAM
41
TBH Global Asset Management
Tennessee
$22.8M -$406K -10,230 -2%
RIG
42
RiverFront Investment Group
Virginia
$21.4M -$29M -729,037 -58%
Comerica Bank
43
Comerica Bank
Texas
$21.1M +$2.1M +52,979 +12%
AWM
44
Avior Wealth Management
Nebraska
$21.1M +$4.01M +100,941 +24%
GC
45
Gratus Capital
Georgia
$19.7M +$19.6M +494,118 New
FCB
46
First Command Bank
Texas
$18.6M +$13.1M +330,097 +238%
FCFS
47
First Command Financial Services
Texas
$18.6M +$13.1M +330,097 +238%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$18.5M +$323K +8,136 +2%
TIA
49
Traphagen Investment Advisors
New Jersey
$18.5M +$588K +14,808 +3%
KA
50
Kovack Advisors
Florida
$18M -$1.14M -28,710 -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.