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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
CS
176
Comerica Securities
Michigan
$4.09M -$367K -7,943 -9%
AFP
177
Ausdal Financial Partners
Iowa
$4.04M -$348K -7,537 -8%
FHA
178
First Horizon Advisors
Tennessee
$3.99M +$25.6K +553 +0.7%
PA
179
Probity Advisors
Texas
$3.93M +$3.77M +81,449 New
TVAMP
180
Tennessee Valley Asset Management Partners
Tennessee
$3.93M -$2.19M -47,362 -37%
VWA
181
Visionary Wealth Advisors
Illinois
$3.92M -$311K -6,720 -8%
EFS
182
Essex Financial Services
Connecticut
$3.89M +$920K +19,903 +33%
PA
183
PSI Advisors
Florida
$3.88M +$2.88M +62,341 +345%
DAS
184
Dynamic Advisor Solutions
Arizona
$3.87M +$253K +5,474 +7%
CCA
185
Conservest Capital Advisors
Pennsylvania
$3.84M +$2.12M +45,888 +137%
22CM
186
20/20 Capital Management
California
$3.83M +$537K +11,617 +17%
SWA
187
SOA Wealth Advisors
New York
$3.77M -$52.1K -1,126 -1%
TA
188
Townsend & Associates
Colorado
$3.77M +$1.39M +29,970 +62%
SFG
189
Sowa Financial Group
Rhode Island
$3.75M +$219K +4,746 +7%
SI
190
Stephens Inc
Arkansas
$3.68M +$52.7K +1,141 +2%
AWM
191
Accel Wealth Management
Iowa
$3.67M +$1.22M +26,403 +53%
WWM
192
Western Wealth Management
Colorado
$3.59M +$474K +10,254 +16%
PGAM
193
Princeton Global Asset Management
New Jersey
$3.59M +$537K +11,612 +18%
DL
194
DOHJ LLC
Washington
$3.55M +$120K +2,603 +4%
LWA
195
LWS Wealth Advisors
New Jersey
$3.38M -$193K -4,168 -6%
FWI
196
Facet Wealth Inc
Maryland
$3.38M -$108K -2,329 -3%
FLI
197
Family Legacy Inc
South Carolina
$3.37M +$592K +12,801 +22%
PFS
198
Prospera Financial Services
Texas
$3.31M +$420K +9,075 +15%
SS
199
Sunbelt Securities
Texas
$3.26M +$192K +4,150 +7%
WCG
200
Weaver Consulting Group
California
$3.25M +$45.7K +989 +1%

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.