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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
FCAS
1
First Command Advisory Services
Texas
$1.61B +$284M +6,149,902 +23%
Bank of America
2
Bank of America
North Carolina
$713M -$14.5M -313,061 -2%
Morgan Stanley
3
Morgan Stanley
New York
$680M +$41M +886,293 +7%
BlackRock
4
BlackRock
New York
$439M -$24.5M -530,229 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$418M +$96.3M +2,083,417 +32%
Ameriprise
6
Ameriprise
Minnesota
$352M +$45.1M +974,868 +15%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$323M -$17.4M -376,164 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$290M +$32.7M +707,592 +13%
LPL Financial
9
LPL Financial
California
$284M +$18.9M +407,821 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$254M +$12.7M +274,305 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$235M +$41.4M +896,146 +23%
CIA
12
Capital Investment Advisors
Georgia
$228M +$16M +345,808 +8%
Goldman Sachs
13
Goldman Sachs
New York
$212M +$10.8M +234,251 +6%
UBS Group
14
UBS Group
Switzerland
$193M -$2.56M -55,339 -1%
Wells Fargo
15
Wells Fargo
California
$186M -$1.95M -42,188 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$177M +$8.09M +175,005 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$129M +$8.01M +173,368 +7%
HighTower Advisors
18
HighTower Advisors
Illinois
$119M +$7.58M +164,046 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$110M +$2.87M +62,103 +3%
Truist Financial
20
Truist Financial
North Carolina
$77.9M +$827K +17,881 +1%
RJA
21
Raymond James & Associates
Florida
$75M -$2.87M -62,122 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$72.1M +$10.6M +228,702 +18%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$71.4M +$3.19M +69,106 +5%
PAG
24
Private Advisor Group
New Jersey
$70.6M +$13.6M +294,483 +25%
UTC
25
Unified Trust Company
Kentucky
$70.3M +$67.3M +1,456,036 New

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.