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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
301
Occidental Asset Management
California
$1.26M +$2.7K +56 +0.2%
CAC
302
Certified Advisory Corp
Florida
$1.25M +$1.25M +25,880 New
CPIG
303
Chicago Partners Investment Group
Illinois
$1.24M +$353K +7,081 +40%
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$1.22M +$117K +2,415 +11%
EIA
305
Eastover Investment Advisors
North Carolina
$1.21M -$88.8K -1,839 -7%
WP
306
WealthSource Partners
California
$1.2M +$1.2M +24,913 New
APW
307
Aurora Private Wealth
New Jersey
$1.2M +$103K +2,123 +9%
RA
308
RFG Advisory
Alabama
$1.19M +$32.1K +664 +3%
Brown Advisory
309
Brown Advisory
Maryland
$1.18M +$60.3K +1,250 +5%
IWP
310
Icon Wealth Partners
Texas
$1.18M +$904K +18,734 +329%
WANY
311
Wealthspire Advisors (New York)
New York
$1.17M +$1.17M +24,256 New
VC
312
Vicus Capital
Pennsylvania
$1.15M +$15.2K +315 +1%
IAN
313
Integrated Advisors Network
Texas
$1.15M +$756K +15,663 +194%
WFM
314
Wolff Financial Management
Michigan
$1.15M +$801K +16,589 +233%
APA
315
American Portfolios Advisors
New York
$1.14M +$346K +7,174 +43%
SC
316
Scotia Capital
Ontario, Canada
$1.12M +$63.3K +1,311 +6%
SA
317
Stewardship Advisors
Pennsylvania
$1.11M -$1.52M -31,580 -58%
RWA
318
Ropes Wealth Advisors
Massachusetts
$1.11M -$283K -5,605 -20%
GLA
319
Good Life Advisors
Pennsylvania
$1.11M +$12.8K +265 +1%
TIA
320
Traphagen Investment Advisors
New Jersey
$1.1M -$20.7M -429,621 -95%
KMWM
321
Keudell/Morrison Wealth Management
Oregon
$1.09M +$521K +10,805 +92%
RBFC
322
Roman Butler Fullerton & Co
Missouri
$1.05M +$61.4K +1,233 +6%
SWMG
323
Strategic Wealth Management Group
Maryland
$1.05M +$182K +3,777 +21%
LA
324
LexAurum Advisors
Kansas
$1.05M +$77.6K +1,609 +8%
GWM
325
Geneos Wealth Management
Colorado
$1.05M -$10.7K -215 -1%
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