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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$47M
2
Ameriprise
Ameriprise
Minnesota
+$37.7M
3
Morgan Stanley
Morgan Stanley
New York
+$31.3M
4
GC
Gratus Capital
Georgia
+$19.7M
5
Bank of America
Bank of America
North Carolina
+$19.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.5M
2
RIG
RiverFront Investment Group
Virginia
-$29M
3
WPP
Whalerock Point Partners
Rhode Island
-$15.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.8M
5
NAM
North American Management
Massachusetts
-$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$593K -$32.3K -759 -5%
SFG
302
StrategIQ Financial Group
Indiana
$592K +$3.11K +78 +0.5%
1IA
303
1834 Investment Advisors
Wisconsin
$586K – – –
COF
304
Capital One Financial
Virginia
$577K -$237K -5,958 -29%
FA
305
FCG Advisors
New Jersey
$574K +$574K +14,435 New
William Blair & Company
306
William Blair & Company
Illinois
$571K +$125K +3,148 +28%
RPG
307
Resource Planning Group
Georgia
$568K +$568K +14,281 New
SFS
308
Sowell Financial Services
Arkansas
$565K -$18.8K -472 -3%
YWP
309
YorkBridge Wealth Partners
New York
$562K -$557 -14 -0.1%
TW
310
TrinityPoint Wealth
Connecticut
$551K +$109K +2,744 +25%
FMC
311
First Merchants Corp
Indiana
$550K +$550K +13,825 New
FFG
312
Ford Financial Group
California
$544K +$24.3K +612 +5%
MIAN
313
Mariner Independent Advisor Network
Kansas
$543K +$82.1K +2,061 +18%
CW
314
CreativeOne Wealth
Kansas
$536K +$33K +830 +7%
T. Rowe Price Associates
315
T. Rowe Price Associates
Maryland
$535K +$535K +13,439 New
IA
316
IFP Advisors
Florida
$533K -$71.3K -1,782 -12%
GM
317
GeoWealth Management
Illinois
$533K -$30.5K -770 -5%
PPW
318
Pasadena Private Wealth
California
$527K -$327K -8,220 -38%
EWA
319
ERTS Wealth Advisors
Michigan
$516K – – –
RMAM
320
Raab & Moskowitz Asset Management
New Jersey
$512K -$49.9K -1,255 -9%
BOPW
321
Brandywine Oak Private Wealth
Pennsylvania
$511K -$12.9K -325 -2%
DAM
322
Deltec Asset Management
New York
$511K +$511K +12,850 New
HL
323
HeadInvest LLC
Maine
$508K – – –
EIP
324
Ellis Investment Partners
Pennsylvania
$507K -$155K -3,902 -23%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$505K +$505K +12,696 New
11 12
13
14 15