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iShares Core Dividend Growth ETF

496 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 208 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $20K | Put options by funds: $5K

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

28% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 162

13% more funds holding in top 10

Funds holding in top 10: 5663 (+7)

9% more capital invested

Capital invested by funds: $6B → $6.54B (+$535M)

6% more funds holding

Funds holding: 467496 (+29)

0.73% less ownership

Funds ownership: 56.45%55.72% (-0.73%)

Holders
496
Holders Change
+29
Holders Change %
+6.21%
% of All Funds
10.01%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
1.27%
New
60
Increased
208
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
51
Systelligence LLC
Minnesota
$17.8M -$35K -881 -0.2%
Stifel Financial
52
Stifel Financial
Missouri
$17.5M +$528K +13,277 +3%
SCP
53
Syntal Capital Partners
Texas
$17.4M -$236K -5,947 -1%
LNB
54
Ledyard National Bank
$17.3M +$319K +8,017 +2%
PA
55
Prism Advisors
California
$17.3M +$1.34M +33,607 +8%
LFA
56
Legacy Financial Advisors
Kentucky
$17M -$116K -2,912 -0.7%
SWP
57
Strategic Wealth Partners
Ohio
$16.7M -$5.88M -147,883 -26%
LNC
58
Lincoln National Corp
Pennsylvania
$13.2M +$1.42M +35,745 +12%
LB
59
Leo Brokerage
Texas
$12.9M +$13.6M +341,853 New
AAS
60
Avantax Advisory Services
Texas
$12.5M +$3.05M +76,880 +32%
NA
61
NewEdge Advisors
Louisiana
$12.3M +$324K +8,161 +3%
ODG
62
O'Dell Group
Ohio
$12.2M +$2.48M +62,524 +26%
MWM
63
MBE Wealth Management
Wisconsin
$12M +$13.9K +349 +0.1%
FTS
64
Fifth Third Securities
Ohio
$11.9M +$614K +15,448 +5%
CF
65
Copperwynd Financial
Arizona
$11.4M +$211K +5,319 +2%
SWA
66
Stratos Wealth Advisors
Ohio
$11.3M +$105K +2,646 +0.9%
CA
67
Cetera Advisors
Colorado
$11.1M -$619K -15,569 -5%
WDL
68
Well Done LLC
Michigan
$10.8M -$140K -3,535 -1%
SSWG
69
Seven Springs Wealth Group
Tennessee
$10.6M +$216K +5,426 +2%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$10.1M +$1.77M +44,599 +21%
SWP
71
Stratos Wealth Partners
Ohio
$9.66M -$987K -24,831 -9%
VDI
72
Vaughan David Investments
Illinois
$9.65M +$1.09M +27,452 +13%
TWA
73
Tillar-Wenstrup Advisors
Ohio
$9.5M +$169K +4,263 +2%
ADL
74
Asset Dedication LLC
California
$9.44M +$1.68M +42,394 +22%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$9.31M +$2.18M +54,780 +31%

DGRO Hedge Fund Activity: Q3 2020 in Review

496 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2020, worth a combined $6.54B — up 8.9% from $6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DGRO positions and 26 closed out — a net gain of 34 holders — while 208 added to existing stakes and 162 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $46.9M. The largest seller was Fidelity Investments, cutting an estimated $61.4M.

  • 496 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $6.54B of iShares Core Dividend Growth ETF stock for Q3 2020, up 8.9% quarter-over-quarter.
  • 60 funds opened new iShares Core Dividend Growth ETF positions in Q3 2020 and 26 closed out, a net change of +34 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2020 was First Command Advisory Services, an estimated $46.9M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2020 was Fidelity Investments, an estimated $61.4M sold.

Based on aggregated 13F filings for Q3 2020.