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iShares Core Dividend Growth ETF

467 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 201 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 142

22% more capital invested

Capital invested by funds: $4.93B → $6B (+$1.08B)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

7% more funds holding

Funds holding: 436467 (+31)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

0.27% less ownership

Funds ownership: 56.73%56.45% (-0.27%)

Holders
467
Holders Change
+31
Holders Change %
+7.11%
% of All Funds
9.58%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.15%
New
68
Increased
201
Reduced
142
Closed
33
Calls
$1K
Puts
$1K
Net Calls
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1
First Command Advisory Services
Texas
$933M +$896M +24,634,086 +14,540%
Bank of America
2
Bank of America
North Carolina
$531M -$32.1M -881,602 -6%
Morgan Stanley
3
Morgan Stanley
New York
$429M +$62.5M +1,718,128 +18%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$269M -$4.55M -125,107 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$266M +$491K +13,518 +0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$200M +$20.8M +570,781 +12%
LPL Financial
7
LPL Financial
California
$175M +$7.47M +205,506 +5%
Ameriprise
8
Ameriprise
Minnesota
$168M +$3.53M +97,131 +2%
CIA
9
Capital Investment Advisors
Georgia
$160M +$13.6M +374,531 +10%
Goldman Sachs
10
Goldman Sachs
New York
$151M +$2.53M +69,546 +2%
UBS Group
11
UBS Group
Switzerland
$150M +$13.4M +369,640 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$144M -$12.6M -346,336 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$143M -$9.46M -260,213 -6%
Wells Fargo
14
Wells Fargo
California
$119M -$13.8M -379,042 -11%
Truist Financial
15
Truist Financial
North Carolina
$118M +$4.86M +133,666 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$118M +$27.8M +765,840 +32%
MML Investors Services
17
MML Investors Services
Massachusetts
$83.3M +$3.73M +102,654 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$78.7M +$1.36M +37,542 +2%
RJA
19
Raymond James & Associates
Florida
$70M +$3.48M +95,641 +5%
AWM
20
Argent Wealth Management
Massachusetts
$55.4M +$3.54M +97,414 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$47.6M -$799M -21,966,065 -95%
RIG
22
RiverFront Investment Group
Virginia
$47.6M +$1.28M +35,341 +3%
FAAS
23
First Allied Advisory Services
California
$36.8M +$6.89M +189,624 +24%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$36.3M +$4.56M +125,558 +15%
NFC
25
Northeast Financial Consultants
Connecticut
$36.3M +$10.3M +283,309 +42%

DGRO Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2020, worth a combined $6B — up 22% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DGRO positions and 33 closed out — a net gain of 35 holders — while 201 added to existing stakes and 142 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $896M. The largest seller was JP Morgan Chase, cutting an estimated $799M.

  • 467 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2020, up from 436 in Q1 2020.
  • Funds reported $6B of iShares Core Dividend Growth ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 68 funds opened new iShares Core Dividend Growth ETF positions in Q2 2020 and 33 closed out, a net change of +35 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2020 was First Command Advisory Services, an estimated $896M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2020 was JP Morgan Chase, an estimated $799M sold.

Based on aggregated 13F filings for Q2 2020.