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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 %
SC
251
Scotia Capital
Ontario, Canada
$631K -$12.4K -380 -2%
RBFC
252
Roman Butler Fullerton & Co
Missouri
$629K -$58.9K -1,809 -9%
WR
253
Watson Rebecca
$616K -$3.78M -108,979 -86%
BIA
254
Biondo Investment Advisors
Pennsylvania
$614K +$2.61K +80 +0.4%
PIA
255
Perennial Investment Advisors
California
$612K +$272K +8,356 +80%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$611K -$57K -1,748 -9%
CFS
257
CRA Financial Services
New Jersey
$604K – – –
UCFA
258
United Capital Financial Advisors
Texas
$597K +$29.8K +916 +5%
EWA
259
ERTS Wealth Advisors
Michigan
$589K -$58.5K -1,795 -9%
MSA
260
Marino Stram & Associates
Massachusetts
$579K +$579K +17,762 New
IP
261
Investment Partners
Ohio
$575K – – –
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$570K +$21.7K +667 +4%
PA
263
PFG Advisors
Arizona
$563K +$194K +5,502 +53%
HIM
264
HawsGoodwin Investment Management
Tennessee
$552K -$244K -7,504 -31%
GEA
265
Glen Eagle Advisors
New Jersey
$552K +$275K +8,450 +100%
CAN
266
Claraphi Advisory Network
United States
$542K +$118K +3,611 +28%
MIAN
267
Mariner Independent Advisor Network
Kansas
$540K +$159K +5,052 +42%
TCWM
268
Total Clarity Wealth Management
Illinois
$529K -$187K -5,745 -26%
OAM
269
Oak Asset Management
California
$529K +$34.2K +1,050 +7%
SWP
270
Summit Wealth Partners
Florida
$525K +$3.98K +122 +0.8%
GM
271
GeoWealth Management
Illinois
$522K +$342K +10,490 +190%
IC
272
Inscription Capital
Texas
$519K -$73.1K -2,243 -12%
RMAM
273
Raab & Moskowitz Asset Management
New Jersey
$512K -$6.02K -185 -1%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$508K +$508K +15,591 New
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$507K +$360K +11,219 +245%
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