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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
RCA
576
Ranch Capital Advisors
Florida
$42K +$28.2K +611 +224%
PMFA
577
Plante Moran Financial Advisors
Michigan
$42K +$40K +865 New
BAM
578
Bellevue Asset Management
Washington
$41K
FDCDDQ
579
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.5K +$22.7K +490 +140%
Simplex Trading
580
Simplex Trading
Illinois
$40K +$39.2K +849 New
CFB
581
Cullen/Frost Bankers
Texas
$36K
TRCT
582
Tower Research Capital (TRC)
New York
$34K +$27.7K +599 +599%
LWM
583
Liberty Wealth Management
California
$30K
CFO
584
CVA Family Office
Colorado
$27K +$25.4K +550 New
CFFP
585
Center for Financial Planning
Michigan
$25K +$23.5K +508 New
SIC
586
Salem Investment Counselors
North Carolina
$24K
BCM
587
Bourgeon Capital Management
Connecticut
$24K +$555 +12 +2%
HS
588
Horan Securities
United States
$23K
MHR
589
Matthew Hamilton Rosenberg
$20K
BA
590
Bellwether Advisors
Nebraska
$17K
CCM
591
Covington Capital Management
California
$17K
HI
592
Hudock Inc
Pennsylvania
$15K +$9.98K +216 +202%
EVM
593
Eaton Vance Management
Massachusetts
$15K +$14.4K +312 New
PCG
594
Private Capital Group
Connecticut
$14K
TFGT
595
TS Financial Group (TSFG)
Illinois
$12K
AWMS
596
Advocacy Wealth Management Services
Georgia
$11K
TIM
597
Tortoise Investment Management
New York
$10K
TCOV
598
Trust Company of Vermont
Vermont
$10K
Barclays
599
Barclays
United Kingdom
$10K +$9.25K +200 New
SWM
600
Selective Wealth Management
Virginia
$9K

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.