iShares Core Dividend Growth ETF
DGRO
663 hedge funds and large institutions have $11.2B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 322 increasing their positions, 178 reducing their positions, and 33 closing their positions.
1,774% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $1.6M
97% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 33
81% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 178
3% more funds holding
Funds holding: 644 → 663 (+19)
0% more funds holding in top 10
Funds holding in top 10: 82 → 82 (0)
6% less capital invested
Capital invested by funds: $11.8B → $11.2B (-$665M)
9.77% less ownership
Funds ownership: 66.11% → 56.34% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$45.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 4 |
Morgan Stanley
New York
|
+$29.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$1.49B |
| 2 |
BlackRock
New York
|
-$245M |
| 3 |
FCB
First Command Bank
Fort Worth,
Texas
|
-$60.7M |
| 4 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$60.7M |
| 5 |
MC
McMorgan & Co
San Francisco,
California
|
-$43.2M |
DGRO Hedge Fund Activity: Q3 2021 in Review
663 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2021, worth a combined $11.2B — down 5.6% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new DGRO positions and 33 closed out — a net gain of 32 holders — while 322 added to existing stakes and 178 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $45.9M. The largest seller was Kelly Financial Services, cutting an estimated $1.49B.
- 663 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2021, up from 644 in Q2 2021.
- Funds reported $11.2B of iShares Core Dividend Growth ETF stock for Q3 2021, down 5.6% quarter-over-quarter.
- 65 funds opened new iShares Core Dividend Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2021 was Private Advisor Group, an estimated $45.9M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2021 was Kelly Financial Services, an estimated $1.49B sold.
Based on aggregated 13F filings for Q3 2021.