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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Calton & Associates
Florida
$1.72M +$289K +5,700 +20%
SF
277
Synovus Financial
Georgia
$1.71M +$924K +18,374 +118%
LWAC
278
Laurel Wealth Advisors (California)
California
$1.68M +$305K +6,059 +22%
BFS
279
Bard Financial Services
Connecticut
$1.68M – – –
RWP
280
Ridgecrest Wealth Partners
California
$1.63M +$1.63M +32,433 New
NFG
281
Next Financial Group
Texas
$1.63M +$306K +6,066 +23%
CWP
282
Curated Wealth Partners
California
$1.61M – – –
LFF
283
Level Four Financial
Texas
$1.59M +$39.1K +777 +3%
WA
284
WBH Advisory
Maryland
$1.59M +$192K +3,730 +14%
HR
285
Howe & Rusling
New York
$1.58M +$220K +4,367 +16%
PIMG
286
Patriot Investment Management Group
Tennessee
$1.57M -$604 -12 -0%
APA
287
American Portfolios Advisors
New York
$1.54M +$350K +6,943 +29%
RG
288
Retirement Group
California
$1.54M +$126K +2,499 +9%
HTC
289
Haverford Trust Company
Pennsylvania
$1.53M -$22.7K -450 -1%
FHC
290
First Heartland Consultants
Missouri
$1.52M +$50K +993 +3%
VC
291
Vicus Capital
Pennsylvania
$1.47M +$273K +5,426 +23%
IWM
292
IHT Wealth Management
Illinois
$1.46M +$567K +11,255 +63%
CAC
293
Certified Advisory Corp
Florida
$1.46M +$155K +3,079 +12%
SMC
294
Smith, Moore & Co
Missouri
$1.46M +$410K +7,979 +39%
IC
295
Inscription Capital
Texas
$1.43M +$630K +12,517 +79%
PWP
296
Principle Wealth Partners
Connecticut
$1.43M +$986K +19,589 +221%
KMWM
297
Keudell/Morrison Wealth Management
Oregon
$1.41M +$273K +5,430 +24%
Bank of New York Mellon
298
Bank of New York Mellon
New York
$1.39M +$586K +11,637 +73%
BSW
299
Buckingham Strategic Wealth
Missouri
$1.38M +$395K +7,850 +40%
SEP
300
Southland Equity Partners
Missouri
$1.38M +$900K +17,876 +189%
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