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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 %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$1.87M +$1.87M +37,275 New
CRC
277
Curi RMB Capital
Illinois
$1.86M -$6.38K -127 -0.3%
APA
278
American Portfolios Advisors
New York
$1.85M +$309K +6,151 +20%
NW
279
NewEdge Wealth
Pennsylvania
$1.8M +$739K +14,700 +69%
MWM
280
Meridian Wealth Management
Kentucky
$1.77M +$630K +12,532 +55%
SMC
281
Smith, Moore & Co
Missouri
$1.76M +$333K +6,621 +23%
BSW
282
Buckingham Strategic Wealth
Missouri
$1.76M +$379K +7,548 +28%
AIP
283
Almanack Investment Partners
Pennsylvania
$1.75M +$904K +17,990 +107%
IWM
284
IHT Wealth Management
Illinois
$1.74M +$279K +5,543 +19%
SF
285
Synovus Financial
Georgia
$1.73M +$25K +498 +1%
GWAG
286
Garrett Wealth Advisory Group
Texas
$1.7M -$41.3K -821 -2%
LWAC
287
Laurel Wealth Advisors (California)
California
$1.69M +$11.8K +234 +0.7%
HR
288
Howe & Rusling
New York
$1.62M +$42.2K +840 +3%
CWP
289
Curated Wealth Partners
California
$1.6M – – –
WA
290
WBH Advisory
Maryland
$1.59M +$47.5K +946 +3%
PIMG
291
Patriot Investment Management Group
Tennessee
$1.58M +$18.2K +362 +1%
RG
292
Retirement Group
California
$1.56M +$25K +498 +2%
EPA
293
Element Pointe Advisors
Florida
$1.56M -$228K -4,537 -13%
CIAS
294
CFS Investment Advisory Services
New Jersey
$1.56M +$1.56M +31,022 New
NCM
295
New Capital Management
Texas
$1.54M +$1.54M +30,160 New
WANY
296
Wealthspire Advisors (New York)
New York
$1.53M +$1.53M +30,516 New
HFA
297
High Falls Advisors
New York
$1.52M +$1.21M +23,986 +386%
SFS
298
Sowell Financial Services
Arkansas
$1.51M +$150K +2,988 +11%
KWM
299
Kingsview Wealth Management
Oregon
$1.51M -$2.14M -42,595 -59%
FHC
300
First Heartland Consultants
Missouri
$1.49M -$31.8K -633 -2%
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