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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
APWM
476
Atlas Private Wealth Management
New York
$5K +$4.97K +125 New
HI
477
Hudock Inc
Pennsylvania
$4K -$5.84K -147 -58%
DI
478
Disciplined Investments
Oklahoma
$4K
CAL
479
Capital Analysts LLC
Pennsylvania
$4K +$4.17K +105 New
NNP
480
Nachman Norwood & Parrott
South Carolina
$3K +$2.82K +71 New
AAP
481
Arax Advisory Partners
Colorado
$2K
RCA
482
Rowland Carmichael Advisors
Arizona
$2K
MA
483
MCF Advisors
Kentucky
$2K +$1.87K +47 New
FP
484
Fiduciary Planning
Florida
$2K +$2.19K +55 New
AW
485
Avion Wealth
Texas
$1K
CB
486
CNB Bank
Pennsylvania
$1K
HIA
487
Harbor Investment Advisory
Maryland
$1K
TPWA
488
TRUE Private Wealth Advisors
Oregon
$1K
SQA
489
Simon Quick Advisors
New Jersey
$1K +$40 +1 +5%
BWM
490
BerganKDV Wealth Management
Minnesota
$1K +$119 +3 +17%
SIM
491
Sonora Investment Management
Arizona
$1K +$1.23K +31 New
SXL
492
Summit X LLC
Missouri
$995 -$1.62M -40,778 -84%
FCA
493
FinTrust Capital Advisors
South Carolina
$384 +$93.6K +2,357 +32%
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$315 -$421K -10,598 -58%
WIM
495
Westside Investment Management
California
$25 +$18K +452 +233%
ELI
496
Empire Life Investments
Ontario, Canada
-$1.87M -49,825 Closed
VF
497
Virtu Financial
New York
-$1.76M -46,907 Closed
PP
498
Paloma Partners
Connecticut
-$1.5M -39,903 Closed
IWA
499
Independence Wealth Advisors
Virginia
-$1.12M -29,835 Closed
SMFS
500
Squar Milner Financial Services
California
-$939K -24,984 Closed

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.