We are live on ! Find out more
DGRO icon

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
HA
151
HYA Advisors
Missouri
$3.18M +$250K +6,289 +9%
PA
152
Probity Advisors
Texas
$3.18M +$22.3K +561 +0.7%
HFRG
153
Houlihan Financial Resource Group
Virginia
$3.11M +$2.88M +72,419 New
DI
154
DAGCO Inc
Ohio
$3.07M +$2.67M +67,282 +675%
EB
155
Eastern Bank
Massachusetts
$3.07M -$14.7K -371 -0.5%
AWE
156
Avidian Wealth Enterprises
Texas
$3.06M -$243K -6,119 -7%
VC
157
Veracity Capital
Georgia
$3.06M -$372K -9,358 -11%
DL
158
DOHJ LLC
Washington
$3.04M +$190K +4,786 +7%
Creative Planning
159
Creative Planning
Kansas
$3.02M +$1.28M +32,218 +74%
VA
160
Valmark Advisers
Ohio
$2.9M -$57K -1,435 -2%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$2.8M -$2.72M -68,368 -49%
MSWMA
162
Market Street Wealth Management Advisors
Indiana
$2.77M -$859K -21,628 -24%
PAS
163
Park Avenue Securities
New York
$2.76M +$400K +10,068 +17%
SFG
164
Sowa Financial Group
Rhode Island
$2.73M +$54.9K +1,383 +2%
LWA
165
LWS Wealth Advisors
New Jersey
$2.7M -$136K -3,427 -5%
PCM
166
Perritt Capital Management
Illinois
$2.7M +$491K +12,353 +22%
US Bancorp
167
US Bancorp
Minnesota
$2.66M +$13.7K +346 +0.5%
BWA
168
BDO Wealth Advisors
Florida
$2.58M -$305K -7,676 -11%
KWM
169
Kingsview Wealth Management
Oregon
$2.56M +$27.7K +697 +1%
RSWM
170
Robertson Stephens Wealth Management
California
$2.55M -$1.95M -49,056 -43%
FIM
171
Fernwood Investment Management
Massachusetts
$2.54M -$90.5K -2,279 -3%
BFA
172
Beacon Financial Advisory
Ohio
$2.49M +$2.27K +57 +0.1%
AF
173
AtlasMark Financial
Texas
$2.46M +$207K +5,218 +9%
WWM
174
Western Wealth Management
Colorado
$2.43M +$439K +11,039 +22%
FF
175
Fluent Financial
Texas
$2.43M +$15.7K +395 +0.7%

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.