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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$702M
2
HI
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
PI
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$92M
2
UBS Group
UBS Group
Switzerland
$93.5M
3
Jane Street
Jane Street
New York
$0
4
TCM
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
226
FinTrust Capital Advisors
South Carolina
$136K – – –
LHC
227
Little House Capital
Massachusetts
$127K +$127K +3,464 New
MSA
228
Marino Stram & Associates
Massachusetts
$108K +$440 +12 +0.4%
IFAM
229
Institutional & Family Asset Management
Colorado
$102K +$553 +15 +0.5%
SQA
230
Simon Quick Advisors
New Jersey
$99K +$591 +16 +0.6%
CWA
231
Clarus Wealth Advisors
Arizona
$97K +$39.5K +1,073 +69%
FAM
232
Formidable Asset Management
Ohio
$95K +$56.2K +28,716 +145%
AA
233
Advisory Alpha
Michigan
$84.8K +$84.8K +2,273 New
APA
234
American Portfolios Advisors
New York
$84.2K +$8.09K +220 +11%
Bessemer Group
235
Bessemer Group
New Jersey
$84K +$84K +2,281 New
BWA
236
BDO Wealth Advisors
Florida
$83K +$34K +924 +69%
GC
237
Grace Capital
Massachusetts
$80K +$16.7K +455 +26%
HFM
238
Hartford Financial Management
Connecticut
$76K – – –
AF
239
Advisornet Financial
Minnesota
$76K +$72.1K +1,956 +1,845%
NFG
240
Next Financial Group
Texas
$75K -$663K -18,064 -90%
NFH
241
NEXT Financial Holdings
Texas
$75K +$75K +2,043 New
TA
242
TCG Advisors
Texas
$75K +$75K +2,050 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$74.9K +$11K +298 +17%
LF
244
Lee Financial
Texas
$71K +$71K +1,936 New
LPWM
245
Lake Point Wealth Management
Texas
$68K -$3.09M -81,102 -98%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$52K – – –
WT
247
Whittier Trust
California
$50K – – –
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$47K -$4.93K -135 -9%
OWD
249
Osborn Williams & Donohoe
Ohio
$46K +$46K +1,234 New
BWM
250
BerganKDV Wealth Management
Minnesota
$45K -$74K -2,000 -62%
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