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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
AC
51
Allstate Corporation
Illinois
$27.8M -$26.6M -575,000 -50%
PWM
52
Pacific Wealth Management
California
$27.1M +$973K +21,051 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$26.8M +$1.06M +22,973 +4%
RIG
54
RiverFront Investment Group
Virginia
$26.8M +$284K +6,141 +1%
AAS
55
Avantax Advisory Services
Texas
$25.5M +$9.48M +205,171 +64%
LB
56
Leo Brokerage
Texas
$25.1M +$154K +3,335 +0.6%
TC
57
Trilogy Capital
California
$25M +$23.9M +517,478 New
Stifel Financial
58
Stifel Financial
Missouri
$24.3M +$682K +14,756 +3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$23.9M +$903K +19,532 +4%
Comerica Bank
60
Comerica Bank
Texas
$22.9M -$54.8K -1,186 -0.3%
MWP
61
Madison Wealth Partners
Wisconsin
$22.8M -$168K -3,635 -0.7%
LNB
62
Ledyard National Bank
$22.2M +$439K +9,502 +2%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$21.4M +$19.4M +418,917 +1,728%
PA
64
Prism Advisors
California
$20.9M +$384K +8,316 +2%
MWM
65
MBE Wealth Management
Wisconsin
$20.5M +$1.03M +22,194 +6%
ODG
66
O'Dell Group
Ohio
$20M +$2.64M +57,031 +16%
LNC
67
Lincoln National Corp
Pennsylvania
$20M +$1.67M +36,062 +10%
DOA
68
D'Orazio & Associates
Virginia
$19M +$18.2M +393,852 New
5L
69
55I LLC
Massachusetts
$18.9M +$16.7M +360,646 +1,155%
CA
70
Cetera Advisors
Colorado
$18.8M +$1.79M +38,764 +11%
RA
71
Rodgers & Associates
Pennsylvania
$18.8M +$2.2M +47,529 +14%
FTS
72
Fifth Third Securities
Ohio
$18.4M -$1.15M -24,778 -6%
CAL
73
Capital Analysts LLC
Pennsylvania
$18M +$17.3M +373,641 +355,849%
CIA
74
Compass Ion Advisors
Pennsylvania
$17.1M +$567K +12,275 +4%
SAS
75
Sanford Advisory Services
Michigan
$16.8M +$16.1M +348,368 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.