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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 %
TCM
251
Towercrest Capital Management
Pennsylvania
$2.29M -$7.49K -149 -0.3%
EWM
252
EPG Wealth Management
Georgia
$2.26M +$370K +7,371 +20%
FI
253
Financial Insights
Washington
$2.21M +$111K +2,207 +5%
EDRIA
254
Edmonds Duncan Registered Investment Advisors
Kansas
$2.16M -$115K -2,288 -5%
ASFA
255
All Season Financial Advisors
Colorado
$2.16M +$2.16M +42,916 New
IWC
256
Integrated Wealth Concepts
Massachusetts
$2.1M -$748K -14,896 -26%
OIA
257
OneDigital Investment Advisors
Kansas
$2.1M +$375K +7,469 +22%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$2.09M -$5.75M -112,405 -73%
IFG
259
Investors Financial Group
Minnesota
$2.07M -$28K -558 -1%
PA
260
Pinnacle Associates
New York
$2.04M +$28.4K +566 +1%
IWP
261
Icon Wealth Partners
Texas
$2.02M +$108K +2,145 +6%
AF
262
Allworth Financial
California
$2M +$1.32M +26,225 +194%
AI
263
Atria Investments
North Carolina
$1.99M +$97.2K +1,935 +5%
AF
264
Apexium Financial
Texas
$1.99M +$8.99K +179 +0.5%
PA
265
PFG Advisors
Arizona
$1.99M +$78K +1,553 +4%
RWA
266
Redhawk Wealth Advisors
Minnesota
$1.98M -$64.4K -1,282 -3%
Renaissance Technologies
267
Renaissance Technologies
New York
$1.98M +$65.3K +1,300 +3%
BIP
268
Bouvel Investment Partners
Pennsylvania
$1.98M +$16.2K +322 +0.8%
AIC
269
Ameritas Investment Company
Nebraska
$1.97M +$223K +4,436 +13%
BFS
270
Bard Financial Services
Connecticut
$1.93M -$37.7K -750 -2%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$1.91M -$81.2K -1,616 -4%
CA
272
Crewe Advisors
Utah
$1.9M +$675K +13,440 +55%
SGI
273
Summit Global Investments
Utah
$1.89M +$1.89M +37,535 New
GEA
274
Glen Eagle Advisors
New Jersey
$1.88M +$145K +2,890 +8%
IWS
275
Insight Wealth Strategies
California
$1.88M +$19.9K +397 +1%
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