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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
FCAS
1
First Command Advisory Services
Texas
$1.03B +$46.9M +1,180,674 +5%
Bank of America
2
Bank of America
North Carolina
$582M +$19.6M +493,437 +3%
Morgan Stanley
3
Morgan Stanley
New York
$486M +$31.2M +786,301 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$278M -$6.35M -159,707 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M -$61.4M -1,545,607 -22%
Ameriprise
6
Ameriprise
Minnesota
$216M +$37.6M +945,708 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$207M -$3.96M -99,566 -2%
LPL Financial
8
LPL Financial
California
$193M +$8.04M +202,368 +4%
CIA
9
Capital Investment Advisors
Georgia
$176M +$6.86M +172,734 +4%
UBS Group
10
UBS Group
Switzerland
$162M +$2.7M +67,877 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$162M +$10.4M +260,692 +7%
Goldman Sachs
12
Goldman Sachs
New York
$162M +$1.56M +39,302 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$150M -$2.4M -60,300 -2%
Truist Financial
14
Truist Financial
North Carolina
$129M +$3.95M +99,443 +3%
Wells Fargo
15
Wells Fargo
California
$126M +$87.2K +2,194 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$125M +$115K +2,904 +0.1%
MML Investors Services
17
MML Investors Services
Massachusetts
$95.5M +$7.32M +184,209 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$88.9M +$7.2M +181,171 +9%
RJA
19
Raymond James & Associates
Florida
$71.9M -$2.18M -54,802 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$48.1M -$1.86M -46,706 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$45.2M +$7.17M +180,558 +19%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$39.2M +$777K +19,555 +2%
NFC
23
Northeast Financial Consultants
Connecticut
$39.1M +$660K +16,621 +2%
SIAS
24
Shine Investment Advisory Services
Colorado
$37.2M +$2.74M +68,900 +8%
SPIA
25
Steward Partners Investment Advisory
New York
$34.6M +$365K +9,195 +1%

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.