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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
Citadel Advisors
626
Citadel Advisors
Florida
-$388K -8,397 Closed
TSS
627
Two Sigma Securities
New York
-$307K -6,846 Closed
CCFM
628
Clear Creek Financial Management
Washington
-$266K -5,942 Closed
ECG
629
Edge Capital Group
Georgia
-$239K -5,339 Closed
FFA
630
Fragasso Financial Advisors
Pennsylvania
-$215K -4,805 Closed
Fisher Asset Management
631
Fisher Asset Management
Washington
-$203K -4,528 Closed
TIAM2
632
Tru Independence Asset Management 2
Oregon
-$126K -2,802 Closed
FPCG
633
Fort Pitt Capital Group
Pennsylvania
-$87K -1,942 Closed
CCM
634
Copeland Capital Management
Pennsylvania
-$63K -1,400 Closed
GI
635
Gradient Investments
Minnesota
-$45K -1,138 Closed
FCH
636
Freestone Capital Holdings
Washington
-$49.3K -1,100 Closed
BWM
637
Baystate Wealth Management
Massachusetts
-$49K -1,060 Closed
OIM
638
Oder Investment Management
California
-$41K -905 Closed
First Manhattan
639
First Manhattan
New York
-$18K -416 Closed
CG
640
Cutler Group
California
-$18.5K -400 Closed
BBHBI
641
B, B, H, & B Inc
Alabama
-$14K -333 Closed
IA
642
Inspire Advisors
Idaho
-$13K -300 Closed
OC
643
Oakworth Capital
Alabama
-$13K -286 Closed
MWC
644
MBM Wealth Consultants
Missouri
-$12K -263 Closed
FP
645
Fiduciary Planning
Florida
-$2K -55 Closed
BSSFA
646
Baron Silver Stevens Financial Advisors
Florida
-$1K -38 Closed
TPWA
647
TRUE Private Wealth Advisors
Oregon
-$1K -28 Closed
COCM
648
Charter Oak Capital Management
New Hampshire
+$324 +7 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.