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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 %
AWM
301
Aries Wealth Management
Maine
$398K +$196K +6,124 +97%
MFG
302
Magnus Financial Group
New York
$395K -$34.9K -1,068 -8%
FP
303
Fiduciary Planning
Florida
$392K +$392K +12,027 New
EWA
304
Evolution Wealth Advisors
Florida
$384K -$94.4K -2,894 -20%
WSFS
305
Wilmington Savings Fund Society
Delaware
$376K -$85.7K -2,627 -19%
William Blair & Company
306
William Blair & Company
Illinois
$375K +$27.5K +844 +8%
Cerity Partners
307
Cerity Partners
New York
$372K +$47K +1,441 +14%
HAS
308
HBW Advisory Services
California
$371K +$191K +5,492 +106%
CW
309
CreativeOne Wealth
Kansas
$370K +$177K +5,436 +92%
EW
310
Element Wealth
Mississippi
$367K -$151K -4,623 -29%
SG
311
StoneX Group
New York
$362K +$20.1K +616 +6%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$337K +$283K +8,701 +527%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$335K -$104K -3,178 -24%
LA
314
LexAurum Advisors
Kansas
$326K +$326K +9,989 New
TW
315
TrinityPoint Wealth
Connecticut
$325K +$325K +9,985 New
RFM
316
Royal Fund Management
Florida
$323K +$271K +8,325 +524%
RA
317
RFG Advisory
Alabama
$317K +$317K +9,713 New
CA
318
Calton & Associates
Florida
$313K +$76.4K +2,342 +32%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$304K -$1.23M -37,838 -80%
WMA
320
Wealth Management Associates
New Jersey
$304K +$51.4K +1,577 +20%
CCMD
321
Cypress Capital Management (Delaware)
Delaware
$299K -$38.5K -1,180 -11%
RWP
322
RWA Wealth Partners
Massachusetts
$297K -$815K -25,020 -73%
SSWM
323
Sheets Smith Wealth Management
North Carolina
$289K +$289K +8,883 New
SFS
324
Sowell Financial Services
Arkansas
$284K +$206K +6,315 +263%
DSAM
325
Dock Street Asset Management
Florida
$282K -$165K -5,050 -37%
11 12
13
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