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iShares Core Dividend Growth ETF

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: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$61K
RWG
527
Regal Wealth Group
California
$58K
TWM
528
Tradition Wealth Management
Minnesota
$57K +$53.8K +1,265 New
TWA
529
TCI Wealth Advisors
Arizona
$55K +$6.55K +154 +14%
PP
530
PrairieView Partners
Minnesota
$52K
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$50K +$12.5K +294 +36%
FCH
532
Freestone Capital Holdings
Washington
$49.3K +$46.8K +1,100 New
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$6.72K +158 +17%
BWM
534
Baystate Wealth Management
Massachusetts
$48K +$33K +776 +273%
SSC
535
Syverson Strege & Co
Iowa
$47K +$44.8K +1,053 New
GI
536
Gradient Investments
Minnesota
$45K
LF
537
Lee Financial
Texas
$45K
FWP
538
FAS Wealth Partners
Kansas
$44K
GLLW
539
Graves Light Lenhart Wealth
Virginia
$44K +$42K +988 New
OIM
540
Oder Investment Management
California
$41K +$38.5K +905 New
BAM
541
Bellevue Asset Management
Washington
$39K
CFB
542
Cullen/Frost Bankers
Texas
$34K -$42.5K -1,000 -57%
FP
543
Financial Perspectives
Minnesota
$32.6K +$5.7K +134 +23%
LWM
544
Liberty Wealth Management
California
$30K
BCM
545
Bourgeon Capital Management
Connecticut
$22K
SIC
546
Salem Investment Counselors
North Carolina
$22K
HS
547
Horan Securities
United States
$21K +$20.2K +475 New
SCP
548
Syntal Capital Partners
Texas
$19.5K -$123K -2,887 -0.7%
First Manhattan
549
First Manhattan
New York
$18K
MHR
550
Matthew Hamilton Rosenberg
$18K

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.