DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$47M
2
Ameriprise
Ameriprise
Minnesota
+$37.7M
3
Morgan Stanley
Morgan Stanley
New York
+$31.3M
4
GC
Gratus Capital
Georgia
+$19.7M
5
Bank of America
Bank of America
North Carolina
+$19.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.5M
2
RIG
RiverFront Investment Group
Virginia
-$29M
3
WPP
Whalerock Point Partners
Rhode Island
-$15.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.8M
5
NAM
North American Management
Massachusetts
-$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
276
Bank of New York Mellon
New York
$734K +$6.21K +156 +0.9%
CWA
277
Core Wealth Advisors
Florida
$731K -$1.87M -47,085 -72%
HAS
278
HBW Advisory Services
California
$731K +$118K +2,977 +19%
MMM
279
Mendel Money Management
Illinois
$727K +$40.1K +1,007 +6%
SG
280
StoneX Group
New York
$715K +$44.2K +1,110 +7%
IP
281
Investment Partners
Ohio
$714K +$11.9K +300 +2%
CF
282
Centaurus Financial
California
$704K +$60.3K +1,517 +9%
IF
283
Intrua Financial
Texas
$701K -$750K -17,404 -52%
IWS
284
Insight Wealth Strategies
California
$700K -$39.4K -991 -5%
GT
285
Glenmede Trust
Pennsylvania
$700K -$24.3K -612 -3%
MSA
286
Marino Stram & Associates
Massachusetts
$696K -$15.5K -390 -2%
TCM
287
Towercrest Capital Management
Pennsylvania
$665K -$55K -1,381 -8%
SWMG
288
Strategic Wealth Management Group
Maryland
$659K +$659K +16,572 New
CAN
289
Claraphi Advisory Network
United States
$656K +$6.73K +169 +1%
SWP
290
Summit Wealth Partners
Florida
$649K +$4.34K +109 +0.7%
FAM
291
Formidable Asset Management
Ohio
$648K -$74.9K -1,883 -10%
AIP
292
Almanack Investment Partners
Pennsylvania
$641K -$53.9K -1,253 -8%
IC
293
Inscription Capital
Texas
$634K – – –
OAM
294
Oak Asset Management
California
$633K -$78.5K -1,905 -11%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$629K +$141K +3,514 +29%
WPP
296
Whalerock Point Partners
Rhode Island
$626K -$15.1M -15,114 -96%
PIA
297
Perennial Investment Advisors
California
$619K +$243K +6,086 +65%
LWP
298
Legacy Wealth Planning
Nevada
$604K -$43K -1,080 -7%
WIA
299
World Investment Advisors
California
$604K +$119 +3 +0%
SIC
300
Samalin Investment Counsel
New York
$599K +$21.7K +544 +4%
10 11
12
13 14