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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

466 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+30
Holders Change %
+6.88%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
1.13%
New
68
Increased
200
Reduced
142
Closed
34
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$1K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$927M
2
Morgan Stanley
Morgan Stanley
New York
+$64.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
PA
Prism Advisors
California
+$15.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$826M
2
SEIA
Signature Estate & Investment Advisors
California
-$44.1M
3
Bank of America
Bank of America
North Carolina
-$33.1M
4
SL
Stevard LLC
Illinois
-$17.6M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
WBH Advisory
Maryland
$557K +$241K +6,414 +76%
SFG
302
StrategIQ Financial Group
Indiana
$556K -$11.1K -296 -2%
1IA
303
1834 Investment Advisors
Wisconsin
$554K – – –
MAFM
304
Mid Atlantic Financial Management
Pennsylvania
$552K +$31.7K +842 +6%
SFS
305
Sowell Financial Services
Arkansas
$552K +$224K +5,963 +68%
SIC
306
Samalin Investment Counsel
New York
$545K +$545K +14,504 New
GM
307
GeoWealth Management
Illinois
$535K -$67K -1,783 -11%
RMAM
308
Raab & Moskowitz Asset Management
New Jersey
$531K -$59.4K -1,581 -10%
YWP
309
YorkBridge Wealth Partners
New York
$531K +$11.6K +308 +2%
CIA
310
Compass Ion Advisors
Pennsylvania
$530K +$2.41K +64 +0.5%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$522K -$64.2K -1,708 -11%
SF
312
Synovus Financial
Georgia
$521K -$957K -25,411 -65%
BOPW
313
Brandywine Oak Private Wealth
Pennsylvania
$495K +$495K +13,170 New
FFG
314
Ford Financial Group
California
$491K -$24.6K -655 -5%
EWA
315
ERTS Wealth Advisors
Michigan
$487K -$192K -5,099 -28%
WR
316
Watson Rebecca
$480K -$188K -4,992 -28%
HL
317
HeadInvest LLC
Maine
$480K +$11.7K +310 +2%
PIA
318
Pinion Investment Advisors
Kansas
$479K +$479K +12,744 New
PPA
319
Parametric Portfolio Associates
Washington
$477K -$42.9K -1,142 -8%
CW
320
CreativeOne Wealth
Kansas
$475K +$48.5K +1,291 +11%
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$455K -$135K -3,616 -23%
SFSG
322
Sound Financial Strategies Group
Mississippi
$437K -$1.64M -43,628 -79%
MIAN
323
Mariner Independent Advisor Network
Kansas
$436K -$210K -5,568 -32%
Cerity Partners
324
Cerity Partners
New York
$432K +$3.64K +97 +0.9%
EW
325
Element Wealth
Mississippi
$425K +$1.32K +35 +0.3%
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