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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
AWMT
476
AAFMAA Wealth Management & Trust
North Carolina
$229K +$218K +5,126 New
CAM
477
Cresset Asset Management
Illinois
$226K -$36.7K -864 -15%
SCM
478
SOL Capital Management
Maryland
$224K +$213K +5,000 New
MCM
479
MAI Capital Management
Ohio
$224K +$213K +5,001 New
AF
480
Advisornet Financial
Minnesota
$219K +$765 +18 +0.4%
SFS
481
Summit Financial Strategies
Ohio
$218K +$207K +4,870 New
BAM
482
Belpointe Asset Management
Nevada
$217K +$65.6K +1,544 +47%
CWA
483
Clarus Wealth Advisors
Arizona
$216K +$201K +4,735 New
RIA
484
Realta Investment Advisors
Delaware
$216K +$205K +4,811 New
FFA
485
Fragasso Financial Advisors
Pennsylvania
$215K -$21.6K -507 -10%
CPO
486
Cerity Partners OCIO
New York
$215K +$204K +4,803 New
HIM
487
HawsGoodwin Investment Management
Tennessee
$211K -$14.8K -347 -7%
FNWM
488
Financial Network Wealth Management
Utah
$211K +$200K +4,700 New
V
489
Veritable
Delaware
$210K +$199K +4,689 New
IWA
490
Independence Wealth Advisors
Virginia
$208K +$197K +4,634 New
SCA
491
Snowden Capital Advisors
New York
$206K +$195K +4,594 New
MFW
492
Meristem Family Wealth
Minnesota
$204K +$194K +4,560 New
Fisher Asset Management
493
Fisher Asset Management
Washington
$203K +$193K +4,528 New
HIP
494
HUB Investment Partners
Texas
$202K +$216K +5,070 New
MSAM
495
Moloney Securities Asset Management
Missouri
$200K +$190K +4,473 New
S
496
SignatureFD
Georgia
$195K – – –
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$190K +$74.9K +1,762 +71%
BFC
498
Bedel Financial Consulting
Indiana
$187K +$18.2K +428 +11%
CWA
499
Clearview Wealth Advisors
Oregon
$179K +$170K +3,989 New
MCC
500
Money Concepts Capital
Florida
$175K +$166K +3,907 New
18 19
20
21 22

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.