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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 %
LF
301
Lee Financial
Texas
$39K -$35.8K -927 -48%
ST
302
Sageworth Trust
Pennsylvania
$39K – – –
SIC
303
Salem Investment Counselors
North Carolina
$35K +$35K +886 New
SCA
304
Stonebridge Capital Advisors
Minnesota
$34K – – –
FGAM
305
Financial Gravity Asset Management
Texas
$34K +$34K +869 New
RIA
306
Realta Investment Advisors
Delaware
$33K +$16K +400 +94%
CIR
307
Clear Investment Research
Georgia
$27K -$195 -5 -0.7%
IFAM
308
Institutional & Family Asset Management
Colorado
$27K +$159 +4 +0.6%
LWM
309
Liberty Wealth Management
California
$27K +$27K +682 New
FCFS
310
First Command Financial Services
Texas
$26K – – –
FCB
311
First Command Bank
Texas
$26K – – –
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$9.01K -232 -30%
SWM
313
Selective Wealth Management
Virginia
$21K +$21K +541 New
AWMS
314
Advocacy Wealth Management Services
Georgia
$21K +$21K +547 New
1NWS
315
1 North Wealth Services
Maryland
$20K +$20K +522 New
BCM
316
Bourgeon Capital Management
Connecticut
$19K +$19K +490 New
FMP
317
Financial Management Professionals
Texas
$16K +$16K +418 New
CCM
318
Covington Capital Management
California
$14K – – –
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$24.1K -615 -64%
KFS
320
Kelly Financial Services
Massachusetts
$12K – – –
BFC
321
Bedel Financial Consulting
Indiana
$12K – – –
PCG
322
Private Capital Group
Connecticut
$12K – – –
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$12K +$2K +50 +20%
GI
324
Gradient Investments
Minnesota
$12K +$12K +294 New
CAL
325
Capital Analysts LLC
Pennsylvania
$11K -$5.8K -156 -35%
11 12
13
14 15