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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
WEC
501
Winslow Evans & Crocker
Massachusetts
$157K +$42.5K +1,000 +40%
CAAS
502
Capital Asset Advisory Services
Michigan
$135K +$89.7K +2,110 +234%
SBSB
503
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K +$128K +3,000 New
TFS
504
TrustCore Financial Services
Tennessee
$131K – – –
QCG
505
Quadrant Capital Group
Ohio
$128K +$26.9K +633 +28%
JFA
506
JNBA Financial Advisors
Minnesota
$128K +$81.7K +1,922 +206%
TIAM2
507
Tru Independence Asset Management 2
Oregon
$126K +$119K +2,802 New
AA
508
Ancora Advisors
Ohio
$124K – – –
SBL
509
Sargent Bickham Lagudis
Colorado
$107K +$95.3K +2,242 +1,446%
HR
510
Howe & Rusling
New York
$104K +$98.4K +2,315 New
HWA
511
HHM Wealth Advisors
Tennessee
$103K +$595 +14 +0.6%
AIC
512
Archer Investment Corporation
Indiana
$102K – – –
VFA
513
Valeo Financial Advisors
Indiana
$97K +$935 +22 +1%
HFM
514
Hartford Financial Management
Connecticut
$93K – – –
ASBI
515
American State Bank (Iowa)
Iowa
$91.3K +$86.6K +2,038 New
FFA
516
Freedman Financial Associates
Massachusetts
$90K +$85K +2,000 New
CWM
517
Cranbrook Wealth Management
Michigan
$88K +$83.6K +1,967 New
FPCG
518
Fort Pitt Capital Group
Pennsylvania
$87K +$82.6K +1,942 New
LFG
519
Larson Financial Group
Missouri
$79K +$28.9K +680 +63%
AIM
520
Anchor Investment Management
South Carolina
$75.7K – – –
CIR
521
Clear Investment Research
Georgia
$68K -$213 -5 -0.3%
FWM
522
Focused Wealth Management
New York
$66K – – –
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$66K +$85 +2 +0.1%
HFA
524
Hoover Financial Advisors
Pennsylvania
$65K +$60.2K +1,417 New
CCM
525
Copeland Capital Management
Pennsylvania
$63K +$59.5K +1,400 New
19 20
21
22 23

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.