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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
AA
101
Argent Advisors
Louisiana
$11M +$210K +4,547 +2%
IA
102
IFS Advisors
Kansas
$10.7M +$33K +713 +0.3%
AFG
103
Allegheny Financial Group
Pennsylvania
$10.7M +$820K +17,749 +9%
EL
104
EQ LLC
Washington
$10.6M +$7.8M +168,755 +339%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$10.2M +$389K +8,409 +4%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$10.1M -$1.36M -29,464 -12%
ADL
107
Asset Dedication LLC
California
$10.1M -$2.22M -48,116 -19%
PWM
108
Provident Wealth Management
Tennessee
$9.8M -$15.8K -342 -0.2%
CPSAC
109
Chas P. Smith & Associates (CPS)
Florida
$9.62M +$899K +19,442 +11%
CAG
110
Csenge Advisory Group
Florida
$9.4M +$1.49M +32,142 +20%
PCM
111
Perritt Capital Management
Illinois
$8.98M +$683K +14,783 +9%
AWAP
112
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.93M +$1.95M +42,275 +30%
BP
113
BBR Partners
New York
$8.86M +$2.35M +50,839 +38%
JWCA
114
J.W. Cole Advisors
Florida
$8.77M +$616K +13,328 +8%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.69M -$1.02M -22,172 -11%
WFA
116
Wells Financial Advisors
Massachusetts
$8.63M -$1.14M -24,662 -12%
PWA
117
Physician Wealth Advisors
Utah
$8.54M +$42K +908 +0.5%
HB
118
Homrich & Berg
Georgia
$8.52M +$19K +412 +0.2%
CTA
119
Colonial Trust Advisors
South Carolina
$8.41M +$148K +3,204 +2%
FIA
120
Foundations Investment Advisors
Arizona
$8.4M +$2.54M +55,022 +47%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$8.36M -$48.1K -1,040 -0.5%
LFS
122
Legacy Financial Strategies
Kansas
$8.08M +$1.48M +31,958 +24%
SHIM
123
Stone House Investment Management
Pennsylvania
$8.07M
CAL
124
Capital Advisors Ltd
Ohio
$7.84M +$948K +20,516 +14%
HHRDM
125
H&H Retirement Design & Management
Nevada
$7.65M +$7.12M +154,112 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.