We are live on ! Find out more
DGRO icon

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
RCA
576
Rowland Carmichael Advisors
Arizona
$3K
FP
577
Fiduciary Planning
Florida
$2K
MA
578
MCF Advisors
Kentucky
$2K
AW
579
Avion Wealth
Texas
$1K
CB
580
CNB Bank
Pennsylvania
$1K
HIA
581
Harbor Investment Advisory
Maryland
$1K
SQA
582
Simon Quick Advisors
New Jersey
$1K
TPWA
583
TRUE Private Wealth Advisors
Oregon
$1K
BSSFA
584
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.62K +38 New
WIM
585
Westside Investment Management
California
$33 +$4.29K +101 +16%
SPP
586
Single Point Partners
Massachusetts
-$157K -78,193 Closed
FF
587
Fluent Financial
Texas
-$2.43M -61,025 Closed
WI
588
Wintrust Investments
Illinois
-$1.52M -38,192 Closed
Deutsche Bank
589
Deutsche Bank
Germany
-$1.24M -31,218 Closed
GSWM
590
Golden State Wealth Management
California
-$1.02M -25,548 Closed
Jane Street
591
Jane Street
New York
-$1.04M -24,422 Closed
Renaissance Technologies
592
Renaissance Technologies
New York
-$756K -19,000 Closed
ERIM
593
Eagle Ridge Investment Management
Connecticut
-$353K -8,859 Closed
BB
594
Busey Bank
Illinois
-$321K -8,077 Closed
QC
595
QCM Cayman
Texas
-$309K -7,763 Closed
BWM
596
BNC Wealth Management
Oregon
-$123K -3,102 Closed
TI
597
tru Independence
Oregon
-$116K -2,913 Closed
CCM
598
Cribstone Capital Management
Maine
-$54K -1,366 Closed
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
-$35K -886 Closed
AA
600
Advisory Alpha
Michigan
-$25K -602 Closed

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.