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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
CG
201
Colony Group
Massachusetts
$1.98M -$302K -7,606 -13%
MFG
202
Merit Financial Group
Georgia
$1.95M +$34.3K +864 +2%
TA
203
Townsend & Associates
Colorado
$1.91M +$907K +22,834 +98%
EDRIA
204
Edmonds Duncan Registered Investment Advisors
Kansas
$1.86M +$87.1K +2,191 +5%
CPIA
205
Cornell Pochily Investment Advisors
New York
$1.81M -$41.9K -1,055 -2%
GWAG
206
Garrett Wealth Advisory Group
Texas
$1.79M +$785K +19,756 +78%
AFG
207
Albion Financial Group
Utah
$1.79M -$36K -906 -2%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$1.67M -$91K -2,291 -5%
RJT
209
Raymond James Trust
Florida
$1.63M +$422K +10,621 +35%
EPA
210
Element Pointe Advisors
Florida
$1.62M -$39.9K -1,005 -2%
CFD
211
Creative Financial Designs
Indiana
$1.61M +$492K +12,372 +44%
HSWM
212
Hubbell Strickland Wealth Management
Louisiana
$1.6M +$103K +2,591 +7%
RSS
213
Rosenblum Silverman Sutton
California
$1.57M +$1.57M +39,454 New
ICM
214
Islay Capital Management
Texas
$1.57M +$222K +5,590 +17%
PCM
215
Prelude Capital Management
New York
$1.55M +$772K +19,436 +100%
Prudential Financial
216
Prudential Financial
New Jersey
$1.53M -$49.7K -1,251 -3%
QCIG
217
Quad-Cities Investment Group
Iowa
$1.52M -$54.8K -1,379 -3%
PA
218
Planning Alternatives
Michigan
$1.52M -$1.91M -48,127 -56%
WI
219
Wintrust Investments
Illinois
$1.52M +$276K +6,942 +22%
BAAM
220
Baker Avenue Asset Management
California
$1.48M -$111K -2,794 -7%
CRC
221
Curi RMB Capital
Illinois
$1.44M -$58.2K -1,466 -4%
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$1.43M -$37.8K -952 -3%
FI
223
Financial Insights
Washington
$1.4M +$556K +14,004 +66%
EWM
224
EPG Wealth Management
Georgia
$1.39M -$773K -19,453 -36%
DADC
225
D.A. Davidson & Co
Montana
$1.39M -$1.31M -32,985 -49%

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.