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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
CG
551
Cutler Group
California
$17K +$17K +400 New
CCM
552
Covington Capital Management
California
$16K – – –
BA
553
Bellwether Advisors
Nebraska
$16K +$15.5K +364 New
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K – – –
HNB
555
Huntington National Bank
Ohio
$15K – – –
PFO
556
Pathstone Family Office
New Jersey
$15K +$85 +2 +0.6%
BBHBI
557
B, B, H, & B Inc
Alabama
$14K +$14.2K +333 New
OC
558
Oakworth Capital
Alabama
$13K – – –
PCG
559
Private Capital Group
Connecticut
$13K – – –
IA
560
Inspire Advisors
Idaho
$13K +$12.8K +300 New
MWC
561
MBM Wealth Consultants
Missouri
$12K – – –
RCA
562
Ranch Capital Advisors
Florida
$12K +$85 +2 +0.7%
TFGT
563
TS Financial Group (TSFG)
Illinois
$11K -$2K -47 -16%
AWMS
564
Advocacy Wealth Management Services
Georgia
$10K – – –
TIM
565
Tortoise Investment Management
New York
$9K – – –
TCOV
566
Trust Company of Vermont
Vermont
$9K – – –
SWM
567
Selective Wealth Management
Virginia
$8K +$43 +1 +0.6%
FHC
568
First Horizon Corporation
Tennessee
$7K -$5.48K -129 -45%
EW
569
Evoke Wealth
California
$6K – – –
WWM
570
Wolff Wiese Magana
California
$6K +$5.99K +141 New
CAL
571
Capital Analysts LLC
Pennsylvania
$5K – – –
DI
572
Disciplined Investments
Oklahoma
$5K +$43 +1 +1%
TRCT
573
Tower Research Capital (TRC)
New York
$4K -$2.59M -60,887 -100%
HI
574
Hudock Inc
Pennsylvania
$4K – – –
AAP
575
Arax Advisory Partners
Colorado
$3K – – –
21 22
23
24 25

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.