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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
NAM
476
NorthCoast Asset Management
Connecticut
$333K +$67.7K +1,465 +27%
FFA
477
Founders Financial Alliance
North Carolina
$332K +$17.4K +377 +6%
ACM
478
Ayrshire Capital Management
Connecticut
$330K -$86.9K -1,879 -22%
TC
479
Telemus Capital
Michigan
$323K
LC
480
Lindbrook Capital
California
$321K
AWA
481
Alta Wealth Advisors
Massachusetts
$317K +$1.34K +29 +0.4%
GAM
482
Geier Asset Management
Maryland
$305K +$1.53K +33 +0.5%
ACG
483
Allen Capital Group
Nebraska
$303K -$29.3K -634 -9%
FA
484
FDx Advisors
Illinois
$301K +$289K +6,241 New
WSFS
485
Wilmington Savings Fund Society
Delaware
$300K +$287K +6,215 New
FCFC
486
First Commonwealth Financial Corp
Pennsylvania
$299K
IWP
487
Insight Wealth Partners
Texas
$298K +$285K +6,165 New
SF
488
Symphony Financial
Texas
$297K +$280K +6,054 New
SFM
489
Signet Financial Management
New Jersey
$294K -$2.08K -45 -0.7%
BW
490
Bison Wealth
Georgia
$290K
MFG
491
Magnus Financial Group
New York
$290K
APWA
492
Atlas Private Wealth Advisors
New Jersey
$283K +$17.2K +372 +7%
BAM
493
Berkshire Asset Management
Pennsylvania
$280K
BF
494
BOK Financial
Oklahoma
$280K
FFA
495
First Foundation Advisors
California
$275K +$263K +5,700 New
HWMA
496
Heritage Wealth Management (Arizona)
Arizona
$274K +$263K +5,683 New
AF
497
Advisornet Financial
Minnesota
$273K +$35.9K +776 +16%
VAM
498
Verity Asset Management
North Carolina
$273K +$262K +5,661 New
WA
499
Winfield Associates
Ohio
$271K +$18.5K +400 +8%
MCWS
500
McKinley Carter Wealth Services
West Virginia
$269K -$786 -17 -0.3%

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.