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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
SEI Investments
501
SEI Investments
Pennsylvania
-$773K -20,571 Closed
WOSD
502
WFA of San Diego
California
-$809K -18,976 Closed
AWM
503
Aries Wealth Management
Maine
-$652K -17,348 Closed
KP
504
Keel Point
Alabama
-$635K -16,889 Closed
Cerity Partners
505
Cerity Partners
New York
-$432K -11,500 Closed
VAS
506
Vestmark Advisory Solutions
Massachusetts
-$357K -9,491 Closed
IFWM
507
Institute for Wealth Management
Colorado
-$326K -8,682 Closed
SL
508
Stevard LLC
Illinois
-$291K -7,737 Closed
TCWM
509
Total Clarity Wealth Management
Illinois
-$290K -7,725 Closed
MWM
510
Marietta Wealth Management
Georgia
-$264K -7,022 Closed
GT
511
Greenleaf Trust
Michigan
-$253K -6,722 Closed
CRWM
512
Castle Rock Wealth Management
California
-$235K -5,953 Closed
CWA
513
Clarus Wealth Advisors
Arizona
-$219K -5,819 Closed
Fisher Asset Management
514
Fisher Asset Management
Washington
-$206K -5,474 Closed
FSA
515
Fort Sheridan Advisors
Illinois
-$202K -5,370 Closed
SCA
516
Stonebridge Capital Advisors
Minnesota
-$114K -3,026 Closed
MAM
517
Meeder Asset Management
Ohio
-$69K -1,823 Closed
KWM
518
Keebeck Wealth Management
Illinois
-$47K -1,262 Closed
OPS
519
Orion Portfolio Solutions
Nebraska
-$46K -1,222 Closed
RIM
520
Rockbridge Investment Management
New York
-$25K -670 Closed
AWM
521
Adams Wealth Management
Utah
+$79 +2 New

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.