DGRO icon

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 %
FFA
276
Fragasso Financial Advisors
Pennsylvania
$502K +$502K +15,417 New
WIA
277
World Investment Advisors
California
$495K +$495K +15,174 New
SFG
278
StrategIQ Financial Group
Indiana
$492K +$8.41K +258 +2%
IA
279
IFP Advisors
Florida
$489K -$253K -7,609 -34%
1IA
280
1834 Investment Advisors
Wisconsin
$480K -$3.26K -100 -0.7%
SS
281
Simplicity Solutions
Minnesota
$479K -$1.27M -38,874 -73%
EIP
282
Ellis Investment Partners
Pennsylvania
$472K +$121K +3,884 +34%
CIA
283
Compass Ion Advisors
Pennsylvania
$457K +$457K +14,020 New
MAFM
284
Mid Atlantic Financial Management
Pennsylvania
$451K -$454K -13,940 -50%
PPA
285
Parametric Portfolio Associates
Washington
$451K +$77K +2,362 +21%
AFP
286
Ausdal Financial Partners
Iowa
$451K +$200K +5,675 +80%
YWP
287
YorkBridge Wealth Partners
New York
$450K +$71.8K +2,205 +19%
FFG
288
Ford Financial Group
California
$447K +$8.59K +264 +2%
Brown Advisory
289
Brown Advisory
Maryland
$445K -$158K -4,855 -26%
HFS
290
Howard Financial Services
Texas
$443K – – –
WPP
291
Whalerock Point Partners
Rhode Island
$441K +$130 +4 +0%
HCP
292
Holt Capital Partners
Texas
$436K +$436K +13,390 New
XS
293
XR Securities
Illinois
$430K +$430K +13,195 New
BOPW
294
Brandywine Oak Private Wealth
Pennsylvania
$429K – – –
OIS
295
Okabena Investment Services
Minnesota
$421K – – –
OIA
296
OneDigital Investment Advisors
Kansas
$421K +$231K +7,091 +122%
HL
297
HeadInvest LLC
Maine
$406K -$6.52K -200 -2%
SFM
298
Signet Financial Management
New Jersey
$401K +$401K +11,376 New
AIC
299
Archer Investment Corporation
Indiana
$400K -$105K -3,237 -21%
KP
300
Keel Point
Alabama
$399K +$399K +12,250 New
10 11
12
13 14