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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
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$15.5M +$1.65M +35,626 +12%
SWA
77
Stratos Wealth Advisors
Ohio
$15.2M +$631K +13,652 +5%
XF
78
XML Financial
Maryland
$15M +$625K +13,518 +5%
VDI
79
Vaughan David Investments
Illinois
$14.8M +$1.8M +38,886 +15%
Citigroup
80
Citigroup
New York
$14.8M +$5.3M +114,627 +60%
TCWA
81
Ten Capital Wealth Advisors
Washington
$14.6M +$10.1M +218,106 +258%
CF
82
Copperwynd Financial
Arizona
$14.2M +$252K +5,444 +2%
SWP
83
Strategic Wealth Partners
Ohio
$13.9M -$167K -3,606 -1%
9WM
84
9258 Wealth Management
Ohio
$13.5M +$1.9M +41,099 +17%
KA
85
Kovack Advisors
Florida
$13.2M -$9.61M -207,899 -43%
NA
86
NewEdge Advisors
Louisiana
$13.2M -$2.18M -47,097 -15%
AIP
87
Almanack Investment Partners
Pennsylvania
$13M +$10.9M +236,360 +722%
AssetMark Inc
88
AssetMark Inc
California
$12.6M -$958K -20,722 -7%
EH
89
Equitable Holdings
New York
$12.4M +$555K +12,016 +5%
RFC
90
Regions Financial Corp
Alabama
$12.4M +$255K +5,518 +2%
TWA
91
Tillar-Wenstrup Advisors
Ohio
$12.3M +$235K +5,084 +2%
WDL
92
Well Done LLC
Michigan
$12.2M -$709K -15,345 -6%
KPWS
93
Kestra Private Wealth Services
Texas
$12M +$346K +7,474 +3%
CP
94
Capital Planning
Washington
$11.8M +$713K +15,426 +7%
WP
95
WealthShield Partners
North Carolina
$11.6M -$202K -4,362 -2%
CA
96
Crumly & Associates
Illinois
$11.6M +$4.29M +92,789 +63%
PPWM
97
PFG Private Wealth Management
Florida
$11.4M +$1.26M +27,236 +13%
BFA
98
Beaumont Financial Advisors
Massachusetts
$11.3M +$6.73M +145,510 +163%
SWP
99
Stratos Wealth Partners
Ohio
$11.2M -$271K -5,863 -2%
KCM
100
Karp Capital Management
California
$11.2M +$589K +12,752 +6%

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.