DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
226
Robertson Stephens Wealth Management
California
$2.82M -$6.88K -137 -0.2%
QCIG
227
Quad-Cities Investment Group
Iowa
$2.77M +$159K +3,166 +6%
BFA
228
Beacon Financial Advisory
Ohio
$2.76M -$47.9K -953 -2%
FNC
229
First National Corp
Massachusetts
$2.76M +$1.01M +20,071 +58%
MSWMA
230
Market Street Wealth Management Advisors
Indiana
$2.76M -$66.6K -1,326 -2%
FHA
231
Flagship Harbor Advisors
Massachusetts
$2.75M – – –
CFSG
232
Community Financial Services Group
Vermont
$2.72M +$38.9K +775 +1%
FG
233
Fiduciary Group
Georgia
$2.69M -$73.7K -1,386 -3%
SWM
234
Spire Wealth Management
Virginia
$2.67M -$25K -497 -0.9%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$2.67M +$105K +2,089 +4%
SCP
236
Syntal Capital Partners
Texas
$2.66M -$144K -2,870 -5%
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$27.9K +556 +1%
MFP
238
Meridian Financial Partners
Virginia
$2.63M +$182K +3,578 +7%
KIA
239
KCM Investment Advisors
California
$2.54M -$10.3K -205 -0.4%
PIA
240
Perennial Investment Advisors
California
$2.5M +$208K +4,146 +9%
RJT
241
Raymond James Trust
Florida
$2.48M +$292K +5,812 +13%
CFD
242
Creative Financial Designs
Indiana
$2.46M +$310K +6,160 +14%
TCM
243
TD Capital Management
Tennessee
$2.45M +$99K +1,971 +4%
FFN
244
Focus Financial Network
Minnesota
$2.45M +$126K +2,501 +5%
HSWM
245
Hubbell Strickland Wealth Management
Louisiana
$2.4M +$184K +3,662 +8%
IAN
246
Integrated Advisors Network
Texas
$2.39M +$398K +7,930 +20%
RSS
247
Rosenblum Silverman Sutton
California
$2.38M -$111K -2,215 -4%
CPIA
248
Cornell Pochily Investment Advisors
New York
$2.37M +$18.5K +369 +0.8%
RWP
249
Ridgecrest Wealth Partners
California
$2.37M +$742K +14,760 +46%
SWP
250
ShoreHaven Wealth Partners
New Jersey
$2.35M +$361K +7,177 +18%
8 9
10
11 12