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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
FA
526
FMA Advisory
Pennsylvania
$218K +$209K +4,520 New
DWM
527
Darwin Wealth Management
Florida
$215K -$45.8K -990 -18%
SW
528
SteelPeak Wealth
California
$214K +$205K +4,424 New
OPS
529
Orion Portfolio Solutions
Nebraska
$211K +$202K +4,368 New
S
530
SignatureFD
Georgia
$210K
KF
531
Krilogy Financial
Missouri
$203K -$49.3K -1,067 -20%
BFC
532
Bedel Financial Consulting
Indiana
$200K -$1.43K -31 -0.7%
CWA
533
Clearview Wealth Advisors
Oregon
$193K
MCC
534
Money Concepts Capital
Florida
$192K +$3.28K +71 +2%
ASBI
535
American State Bank (Iowa)
Iowa
$185K +$83K +1,796 +88%
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$175K -$27.9K -603 -14%
HIM
537
HawsGoodwin Investment Management
Tennessee
$169K -$55.8K -1,207 -26%
JFA
538
JNBA Financial Advisors
Minnesota
$168K +$28.8K +623 +22%
SBSB
539
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K
TFS
540
TrustCore Financial Services
Tennessee
$141K
SBL
541
Sargent Bickham Lagudis
Colorado
$116K +$601 +13 +0.5%
AA
542
Ancora Advisors
Ohio
$115K -$18K -390 -14%
HWA
543
HHM Wealth Advisors
Tennessee
$114K +$3.47K +75 +3%
AIC
544
Archer Investment Corporation
Indiana
$110K
QCG
545
Quadrant Capital Group
Ohio
$109K -$27.6K -598 -21%
VFA
546
Valeo Financial Advisors
Indiana
$106K +$1.94K +42 +2%
HFM
547
Hartford Financial Management
Connecticut
$100K
SCA
548
Stonebridge Capital Advisors
Minnesota
$98K +$93.7K +2,026 New
FFA
549
Freedman Financial Associates
Massachusetts
$97K
CWM
550
Cranbrook Wealth Management
Michigan
$95K

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.