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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
TWM
201
TriaGen Wealth Management
California
$3.24M +$354K +7,653 +13%
LAS
202
Lloyd Advisory Services
Georgia
$3.23M +$3.09M +66,873 New
FIM
203
Fernwood Investment Management
Massachusetts
$3.18M +$32.6K +706 +1%
TW
204
TrinityPoint Wealth
Connecticut
$3.17M +$282K +6,095 +10%
AF
205
AtlasMark Financial
Texas
$3.15M +$128K +2,778 +4%
VWA
206
V Wealth Advisors
Kansas
$3.1M +$537K +11,622 +22%
MFG
207
Merit Financial Group
Georgia
$3.06M +$627K +13,574 +27%
RFM
208
Royal Fund Management
Florida
$3.05M +$682K +14,751 +30%
EWA
209
Exencial Wealth Advisors
Oklahoma
$3.02M -$228K -4,925 -7%
KWM
210
Kingsview Wealth Management
Oregon
$3.01M -$6.01K -130 -0.2%
TCMP
211
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.01M +$491K +10,629 +21%
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$3M -$12.2K -264 -0.4%
MSWMA
213
Market Street Wealth Management Advisors
Indiana
$2.99M -$402K -8,686 -12%
Lazard Asset Management
214
Lazard Asset Management
New York
$2.97M +$71.9K +1,555 +3%
LFAS
215
Level Four Advisory Services
Texas
$2.96M -$33K -714 -1%
MSA
216
Marino Stram & Associates
Massachusetts
$2.95M +$1.25M +27,024 +79%
BG
217
Benedetti & Gucer
Georgia
$2.9M +$2.77M +60,023 New
TP
218
Tranquility Partners
Tennessee
$2.88M +$51.3K +1,109 +2%
IFG
219
Investors Financial Group
Minnesota
$2.88M +$158K +3,426 +6%
GRP
220
Global Retirement Partners
California
$2.83M -$43.9K -950 -2%
IFG
221
Independent Financial Group
California
$2.8M +$958K +20,726 +56%
RSWM
222
Robertson Stephens Wealth Management
California
$2.74M -$294K -6,358 -10%
SCP
223
Syntal Capital Partners
Texas
$2.72M -$17.5M -378,752 -87%
FTUS
224
Flow Traders U.S.
New York
$2.7M +$1.61M +34,768 +164%
SFSG
225
Sound Financial Strategies Group
Mississippi
$2.7M +$849K +18,376 +49%

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.