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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

466 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+30
Holders Change %
+6.88%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
1.13%
New
68
Increased
200
Reduced
142
Closed
34
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$1K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$933M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$118M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
PA
Prism Advisors
California
$15.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.6M
2
SEIA
Signature Estate & Investment Advisors
California
$567K
3
Bank of America
Bank of America
North Carolina
$531M
4
SL
Stevard LLC
Illinois
$291K
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
PRW Wealth Management
Massachusetts
$818K +$86.7K +2,304 +12%
WOSD
252
WFA of San Diego
California
$809K +$809K +18,976 New
PPW
253
Pasadena Private Wealth
California
$807K -$118K -3,143 -13%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$783K +$78.2K +2,081 +11%
SEI Investments
255
SEI Investments
Pennsylvania
$773K -$418K -11,131 -35%
COF
256
Capital One Financial
Virginia
$769K -$187K -4,973 -20%
SIA
257
Starfire Investment Advisers
Michigan
$764K +$764K +20,344 New
APW
258
Aurora Private Wealth
New Jersey
$751K -$402K -10,684 -35%
RBFC
259
Roman Butler Fullerton & Co
Missouri
$749K +$23.1K +615 +3%
RFM
260
Royal Fund Management
Florida
$736K +$363K +9,661 +97%
PA
261
PFG Advisors
Arizona
$735K +$129K +3,391 +21%
PCM
262
Prelude Capital Management
New York
$732K -$19.5K -519 -3%
BIA
263
Biondo Investment Advisors
Pennsylvania
$728K +$20.5K +545 +3%
GEA
264
Glen Eagle Advisors
New Jersey
$717K +$80.4K +2,137 +13%
FAM
265
Formidable Asset Management
Ohio
$704K +$704K +18,176 New
IWS
266
Insight Wealth Strategies
California
$699K -$1.07M -28,384 -60%
CFS
267
CRA Financial Services
New Jersey
$697K – – –
DWM
268
Darwin Wealth Management
Florida
$692K -$163K -4,334 -19%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$688K +$688K +18,282 New
GT
270
Glenmede Trust
Pennsylvania
$685K – – –
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$682K +$23.7K +630 +4%
TCM
272
Towercrest Capital Management
Pennsylvania
$680K -$2.24M -59,552 -77%
MSA
273
Marino Stram & Associates
Massachusetts
$672K +$4.1K +109 +0.6%
IP
274
Investment Partners
Ohio
$663K – – –
UCFA
275
United Capital Financial Advisors
Texas
$657K -$32.4K -860 -5%
9 10
11
12 13