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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
EH
76
Equitable Holdings
New York
$8.83M +$605K +15,229 +7%
KCM
77
Karp Capital Management
California
$8.63M +$2.92M +73,582 +51%
PWM
78
Provident Wealth Management
Tennessee
$8.18M -$525K -13,207 -6%
9WM
79
9258 Wealth Management
Ohio
$8.06M +$1.61M +40,429 +24%
DFG
80
Demars Financial Group
Washington
$8.05M +$64.7K +1,628 +0.8%
SDWIA
81
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.85M +$534K +13,451 +7%
AA
82
Argent Advisors
Louisiana
$7.85M +$1.35M +33,908 +21%
PPWM
83
PFG Private Wealth Management
Florida
$7.84M -$47.1K -1,186 -0.6%
RFC
84
Regions Financial Corp
Alabama
$7.69M +$861K +21,677 +13%
XF
85
XML Financial
Maryland
$7.6M +$1.52M +38,216 +25%
CAG
86
Csenge Advisory Group
Florida
$7.24M -$501K -12,602 -7%
BRWA
87
B. Riley Wealth Advisors
Florida
$7.24M +$221K +5,555 +3%
SHIM
88
Stone House Investment Management
Pennsylvania
$7.13M -$69.2K -1,741 -1%
HB
89
Homrich & Berg
Georgia
$7.06M +$36.4K +917 +0.5%
Citigroup
90
Citigroup
New York
$6.92M +$444K +11,185 +7%
BP
91
BBR Partners
New York
$6.68M +$6.67M +167,851 New
KPWS
92
Kestra Private Wealth Services
Texas
$6.62M +$6.43M +161,743 New
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$6.53M -$515K -12,970 -6%
CPSAC
94
Chas P. Smith & Associates (CPS)
Florida
$6.46M +$3.88M +97,678 +151%
CWM
95
Connecticut Wealth Management
Connecticut
$6.4M -$698K -17,568 -10%
WP
96
WealthShield Partners
North Carolina
$6.25M -$1.47M -37,038 -19%
CTA
97
Colonial Trust Advisors
South Carolina
$6.15M -$403K -10,149 -6%
SA
98
Stewardship Advisors
Pennsylvania
$6.14M -$117K -2,955 -2%
CFA
99
Carroll Financial Associates
North Carolina
$6.08M -$74.5K -1,876 -1%
FA
100
FC Advisory
Pennsylvania
$6.04M +$7.39K +186 +0.1%

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.