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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

341 hedge funds and large institutions have $4.83B invested in iShares Core Dividend Growth ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+31
Holders Change %
+10%
% of All Funds
7.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.42%
New
54
Increased
167
Reduced
68
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$48.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$119M
4
RJA
Raymond James & Associates
Florida
$56.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$824M

Top Sellers

1
HI
Horizon Investments
North Carolina
$129M
2
PI
PFS Investments
Georgia
$77.8M
3
F
F3Logic
Minnesota
$1.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.3M
5
BlackRock
BlackRock
New York
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
276
Concorde Asset Management
Michigan
$207K -$40.4K -1,031 -16%
WMA
277
Wealth Management Associates
New Jersey
$201K +$201K +5,140 New
CW
278
CreativeOne Wealth
Kansas
$201K +$201K +5,123 New
PWP
279
Personal Wealth Partners
Minnesota
$199K – – –
OIA
280
Optimum Investment Advisors
Illinois
$189K +$189K +4,825 New
AF
281
Advisornet Financial
Minnesota
$162K +$68.5K +1,750 +73%
GEA
282
Glen Eagle Advisors
New Jersey
$148K +$47.2K +1,205 +47%
BWA
283
BDO Wealth Advisors
Florida
$143K – – –
TFS
284
TrustCore Financial Services
Tennessee
$137K – – –
SIAS
285
Shine Investment Advisory Services
Colorado
$116K +$116K +2,976 New
AA
286
Advisory Alpha
Michigan
$107K +$107K +2,805 New
SQA
287
Simon Quick Advisors
New Jersey
$106K +$703 +18 +0.7%
Simplex Trading
288
Simplex Trading
Illinois
$90K +$70.4K +1,800 +359%
APA
289
American Portfolios Advisors
New York
$89.6K – – –
GC
290
Grace Capital
Massachusetts
$86K -$30.8K -783 -26%
HFM
291
Hartford Financial Management
Connecticut
$81K – – –
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$71K -$413K -10,465 -85%
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$63K +$63K +1,609 New
SF
294
Synovus Financial
Georgia
$59K +$24.4K +629 +71%
FWM
295
Focused Wealth Management
New York
$58K +$58K +1,482 New
JGIA
296
Jackson Grant Investment Advisers
Connecticut
$57K – – –
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$56K -$1.86K -48 -3%
WT
298
Whittier Trust
California
$54K – – –
RWG
299
Regal Wealth Group
California
$51K +$51K +1,300 New
BWM
300
BerganKDV Wealth Management
Minnesota
$48K +$234 +6 +0.5%
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