DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$77.3M
2
Morgan Stanley
Morgan Stanley
New York
+$42.1M
3
Bank of America
Bank of America
North Carolina
+$34.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$25.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.8M
3
CWM
Connecticut Wealth Management
Connecticut
-$17.3M
4
PI
PFS Investments
Georgia
-$15.7M
5
NAM
Nissay Asset Management
Japan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Occidental Asset Management
California
$847K +$8.15K +250 +1%
V
227
Veritable
Delaware
$831K +$60.6K +1,858 +8%
COF
228
Capital One Financial
Virginia
$829K +$829K +25,437 New
NFG
229
Next Financial Group
Texas
$805K +$563K +17,258 +232%
EIA
230
Eastover Investment Advisors
North Carolina
$800K +$800K +24,549 New
FHC
231
First Heartland Consultants
Missouri
$789K +$130K +4,003 +20%
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$785K +$98.8K +3,033 +14%
NGA
233
Naples Global Advisors
Florida
$784K +$20.6K +633 +3%
NWP
234
Northstar Wealth Partners
Connecticut
$783K -$2.44K -75 -0.3%
CAC
235
Certified Advisory Corp
Florida
$768K -$44.6K -1,369 -5%
MCM
236
Mattern Capital Management
Colorado
$766K -$1.36M -41,836 -64%
GT
237
Glenmede Trust
Pennsylvania
$766K – – –
LWP
238
Legacy Wealth Planning
Nevada
$744K -$1.11M -34,038 -60%
WWM
239
WJ Wealth Management
Arizona
$736K -$274K -8,400 -27%
DWM
240
Darwin Wealth Management
Florida
$721K +$45.3K +1,429 +7%
PGAM
241
Princeton Global Asset Management
New Jersey
$696K +$127K +3,899 +22%
MGIA
242
Moneta Group Investment Advisors
Missouri
$677K +$677K +20,773 New
AIP
243
Almanack Investment Partners
Pennsylvania
$668K -$5.23M -160,462 -89%
AWM
244
Alterna Wealth Management
Texas
$660K -$312K -9,576 -32%
PCM
245
Prelude Capital Management
New York
$652K +$652K +19,997 New
FAIM
246
Financial Advocates Investment Management
Washington
$644K +$23.9K +732 +4%
PJSIMP
247
P.J. Schmidt Investment Management (PJS)
Wisconsin
$636K -$214K -6,573 -25%
CF
248
Centaurus Financial
California
$635K -$288K -8,843 -31%
PWM
249
PRW Wealth Management
Massachusetts
$634K +$634K +19,442 New
MA
250
Modus Advisors
Minnesota
$632K -$559K -17,162 -47%
8 9
10
11 12