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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
TRCT
176
Tower Research Capital (TRC)
New York
$2.43M -$601K -15,115 -20%
FG
177
Fiduciary Group
Georgia
$2.41M -$236K -5,949 -9%
PGAM
178
Princeton Global Asset Management
New Jersey
$2.4M +$35.2K +887 +1%
Lazard Asset Management
179
Lazard Asset Management
New York
$2.38M
SS
180
Sunbelt Securities
Texas
$2.36M +$321K +8,091 +16%
GRP
181
Global Retirement Partners
California
$2.36M -$5.96K -150 -0.3%
TP
182
Tranquility Partners
Tennessee
$2.35M -$256K -6,444 -10%
FNC
183
First National Corp
Massachusetts
$2.33M +$105K +2,634 +8%
LFAS
184
Level Four Advisory Services
Texas
$2.31M -$81.4K -2,048 -3%
DC
185
Diametric Capital
Massachusetts
$2.3M +$1.16M +29,130 +102%
FLI
186
Family Legacy Inc
South Carolina
$2.28M +$25.5K +643 +1%
FHA
187
Flagship Harbor Advisors
Massachusetts
$2.23M -$914 -23 -0%
PFA
188
Professional Financial Advisors
Nebraska
$2.19M +$154K +3,867 +7%
Citadel Advisors
189
Citadel Advisors
Florida
$2.12M +$2.12M +53,321 New
GPA
190
Guidance Point Advisors
Massachusetts
$2.12M +$18.5K +465 +0.9%
TCM
191
TD Capital Management
Tennessee
$2.11M -$48.6K -1,224 -2%
PCM
192
Parsons Capital Management
Rhode Island
$2.08M -$22.2K -558 -1%
AF
193
Apexium Financial
Texas
$2.08M -$1.74M -43,877 -46%
EFS
194
Essex Financial Services
Connecticut
$2.08M +$331K +8,321 +19%
WCG
195
Weaver Consulting Group
California
$2.04M -$53.1K -1,337 -3%
RIL
196
Rothschild Investment LLC
Illinois
$2.04M -$5.96K -150 -0.3%
AWA
197
Arete Wealth Advisors
Illinois
$2.04M -$2.07K -52 -0.1%
M&T Bank
198
M&T Bank
New York
$2.03M +$25.7K +648 +1%
IFG
199
Investors Financial Group
Minnesota
$2M -$415K -10,440 -17%
KIA
200
KCM Investment Advisors
California
$1.99M +$67.5K +1,700 +4%

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.