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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
OC
151
Oppenheimer & Co
New York
$5.32M +$108K +2,329 +2%
HCP
152
Holt Capital Partners
Texas
$5.3M +$306K +6,615 +6%
MWPCG
153
Measured Wealth Private Client Group
New Hampshire
$5.28M +$75.8K +1,639 +2%
RPWA
154
Regent Peak Wealth Advisors
Georgia
$5.27M +$268K +5,788 +6%
PFA
155
Professional Financial Advisors
Nebraska
$5.25M +$2.22M +47,935 +79%
US Bancorp
156
US Bancorp
Minnesota
$5.25M +$1.07M +23,107 +27%
GA
157
GoalVest Advisory
New York
$5.11M +$134K +2,900 +3%
IC
158
IEQ Capital
California
$5.05M -$9.85K -213 -0.2%
LWA
159
Lineweaver Wealth Advisors
Ohio
$5M -$604K -13,056 -11%
WS
160
Wela Strategies
Georgia
$5M -$110K -2,371 -2%
RPSA
161
Richard P. Slaughter Associates
Texas
$4.97M +$4.76M +102,941 New
TFS
162
Thoroughbred Financial Services
Tennessee
$4.88M -$14.3K -309 -0.3%
HAC
163
Harbor Advisory Corp
New Hampshire
$4.84M +$1.63M +35,182 +54%
NEIRG
164
New England Investment & Retirement Group
Massachusetts
$4.79M +$436K +9,425 +11%
WWM
165
Windsor Wealth Management
Indiana
$4.76M +$5.92K +128 +0.1%
VA
166
Valmark Advisers
Ohio
$4.61M +$171K +3,694 +4%
ASN
167
Advisory Services Network
Georgia
$4.58M +$375K +8,120 +9%
MFM
168
Mirsky Financial Management
New York
$4.55M +$18K +389 +0.4%
Creative Planning
169
Creative Planning
Kansas
$4.53M +$491K +10,614 +13%
LWM
170
Lionsbridge Wealth Management
Florida
$4.39M +$163K +3,518 +4%
FA
171
Fermata Advisors
California
$4.35M +$4.16M +90,085 New
HA
172
HYA Advisors
Missouri
$4.3M +$265K +5,743 +7%
CWM
173
Cedar Wealth Management
California
$4.22M +$16.9K +365 +0.4%
AWE
174
Avidian Wealth Enterprises
Texas
$4.22M +$415K +8,980 +11%
FF
175
FourThought Financial
Florida
$4.15M -$376K -8,139 -9%

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.