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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
EW
601
Evoke Wealth
California
$7K
FHC
602
First Horizon Corporation
Tennessee
$7K
WWM
603
Wolff Wiese Magana
California
$7K
BMD
604
Better Money Decisions
New Mexico
$7K +$6.98K +151 New
MAM
605
Meeder Asset Management
Ohio
$6K +$5.55K +120 New
DI
606
Disciplined Investments
Oklahoma
$5K +$46 +1 +1%
MA
607
MCF Advisors
Kentucky
$2K
EWM
608
Elmwood Wealth Management
California
$2K +$2.13K +46 New
WFA
609
West Financial Advisors
Iowa
$2K +$2.31K +50 New
AW
610
Avion Wealth
Texas
$1K
CB
611
CNB Bank
Pennsylvania
$1K
SQA
612
Simon Quick Advisors
New Jersey
$1K
HIA
613
Harbor Investment Advisory
Maryland
$1K +$185 +4 +20%
BBHC
614
Brown Brothers Harriman & Co
New York
$550 -$101K -2,178 -16%
WIM
615
Westside Investment Management
California
$95 +$56.8K +1,228 +164%
SL
616
Systelligence LLC
Minnesota
-$8.9M -198,570 Closed
SS
617
Simplicity Solutions
Minnesota
-$8.13M -181,405 Closed
CWM
618
Connecticut Wealth Management
Connecticut
-$6.72M -149,866 Closed
FI
619
FormulaFolio Investments
Michigan
-$4.96M -110,675 Closed
GB
620
Gunma Bank
Japan
-$4.24M -94,600 Closed
HF
621
HRT Financial
New York
-$1.16M -25,793 Closed
DC
622
Diametric Capital
Massachusetts
-$1.08M -24,169 Closed
AWM
623
Apollon Wealth Management
South Carolina
-$672K -15,003 Closed
PCM
624
Prelude Capital Management
New York
-$671K -14,961 Closed
MYIA
625
Mount Yale Investment Advisors
Colorado
-$637K -14,204 Closed

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.