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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
PWA
101
Physician Wealth Advisors
Utah
$6.01M +$169K +4,243 +3%
MPW
102
Monterey Private Wealth
California
$6.01M +$649K +16,328 +12%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$5.99M
BFA
104
Beaumont Financial Advisors
Massachusetts
$5.93M +$619K +15,570 +12%
NAM
105
North American Management
Massachusetts
$5.86M -$6.35M -159,876 -52%
MA
106
Modus Advisors
Minnesota
$5.62M +$1.4M +35,342 +33%
ASN
107
Advisory Services Network
Georgia
$5.54M +$2.2M +55,447 +66%
HHRDM
108
H&H Retirement Design & Management
Nevada
$5.5M +$3.93M +98,910 +251%
JWCA
109
J.W. Cole Advisors
Florida
$5.5M +$119K +2,984 +2%
EWA
110
Exencial Wealth Advisors
Oklahoma
$5.5M +$2.61M +65,783 +91%
AWM
111
AE Wealth Management
Kansas
$5.48M +$851K +21,408 +18%
FI
112
FormulaFolio Investments
Michigan
$5.48M -$2.13M -53,497 -28%
LFS
113
Legacy Financial Strategies
Kansas
$5.36M +$5.35M +134,725 New
SWMG
114
Sanchez Wealth Management Group
Florida
$5.33M -$434K -10,927 -8%
CFGS
115
Concourse Financial Group Securities
Alabama
$5.28M -$484K -12,193 -8%
MC
116
Matisse Capital
Oregon
$5.14M -$12.4K -312 -0.2%
CAL
117
Capital Advisors Ltd
Ohio
$5.08M +$208K +5,239 +4%
AssetMark Inc
118
AssetMark Inc
California
$5.08M +$136K +3,430 +3%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M +$190K +4,792 +4%
W
120
WealthOne
New York
$4.94M +$340K +8,556 +7%
CWM
121
Cornerstone Wealth Management
Missouri
$4.92M +$93.9K +2,364 +2%
MA
122
Mutual Advisors
Nebraska
$4.86M +$409K +10,297 +9%
MWA
123
MFA Wealth Advisors
Pennsylvania
$4.83M -$275K -6,913 -5%
1WA
124
180 Wealth Advisors
Washington
$4.81M -$123K -3,102 -3%
GB
125
Gunma Bank
Japan
$4.78M +$1.59M +40,000 +50%

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.