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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
LFG
551
Larson Financial Group
Missouri
$85K +$277 +6 +0.3%
AIM
552
Anchor Investment Management
South Carolina
$81.5K
KPCM
553
Kings Point Capital Management
New York
$81K +$77.8K +1,682 New
CAAS
554
Capital Asset Advisory Services
Michigan
$75K -$67.8K -1,466 -49%
MA
555
Montag & Associates
Georgia
$75K +$72.2K +1,562 New
CIR
556
Clear Investment Research
Georgia
$72K -$1.62K -35 -2%
FWM
557
Focused Wealth Management
New York
$72K
JGIA
558
Jackson Grant Investment Advisers
Connecticut
$71K +$92 +2 +0.1%
HFA
559
Hoover Financial Advisors
Pennsylvania
$68K -$3.51K -76 -5%
TCWM
560
Total Clarity Wealth Management
Illinois
$67K +$64.4K +1,393 New
WT
561
Whittier Trust
California
$66K
RWG
562
Regal Wealth Group
California
$63K
TWM
563
Tradition Wealth Management
Minnesota
$61K
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$60K +$6.2K +134 +12%
PP
565
PrairieView Partners
Minnesota
$56K
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$139 +3 +0.3%
TWA
567
TCI Wealth Advisors
Arizona
$52K -$6.93K -150 -12%
BC
568
Bartlett & Co
Ohio
$52K +$49.7K +1,075 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$51.9K +$49.7K +1,075 New
SSC
570
Syverson Strege & Co
Iowa
$51K +$277 +6 +0.6%
SWG
571
Summit Wealth Group
Vermont
$50K +$47.5K +1,028 New
LF
572
Lee Financial
Texas
$49K
GLLW
573
Graves Light Lenhart Wealth
Virginia
$48K
FWP
574
FAS Wealth Partners
Kansas
$47K
EI
575
Ellevest Inc
New York
$46K +$44.5K +962 New

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.