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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
301
Sowell Financial Services
Arkansas
$1.37M -$634K -12,587 -32%
SWMG
302
Strategic Wealth Management Group
Maryland
$1.36M +$262K +5,209 +24%
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$1.34M +$71.7K +1,425 +6%
NFP
304
Novak Financial Planning
Maryland
$1.34M -$14.9K -296 -1%
CPIG
305
Chicago Partners Investment Group
Illinois
$1.34M +$52K +1,008 +4%
MGIA
306
Moneta Group Investment Advisors
Missouri
$1.33M +$6.04K +120 +0.5%
CA
307
CSM Advisors
Pennsylvania
$1.33M +$1.33M +26,320 New
NRA
308
NSI Retail Advisors
Pennsylvania
$1.33M +$1.33M +26,320 New
APW
309
Aurora Private Wealth
New Jersey
$1.32M +$62.1K +1,232 +5%
FNC
310
First National Corp
Massachusetts
$1.31M -$487K -12,936 -27%
RA
311
RFG Advisory
Alabama
$1.3M +$61.5K +1,220 +5%
Brown Advisory
312
Brown Advisory
Maryland
$1.29M +$63K +1,250 +5%
NFSG
313
Newbridge Financial Services Group
Florida
$1.26M -$81K -1,608 -6%
OAM
314
Occidental Asset Management
California
$1.24M -$78.4K -1,556 -6%
CA
315
Crewe Advisors
Utah
$1.23M +$737K +14,638 +149%
MIAN
316
Mariner Independent Advisor Network
Kansas
$1.18M +$342K +6,779 +41%
B
317
Bailard
California
$1.18M +$1.18M +23,412 New
RIM
318
Regent Investment Management
Kentucky
$1.17M +$1.17M +23,317 New
IA
319
IFP Advisors
Florida
$1.17M +$367K +7,282 +46%
RBFC
320
Roman Butler Fullerton & Co
Missouri
$1.17M +$103K +2,050 +10%
VC
321
Veracity Capital
Georgia
$1.17M -$1.07M -21,179 -48%
SIC
322
Samalin Investment Counsel
New York
$1.16M -$299K -5,930 -20%
MWM
323
Meridian Wealth Management
Kentucky
$1.14M +$75.1K +1,492 +7%
SC
324
Scotia Capital
Ontario, Canada
$1.13M -$47.2K -936 -4%
EIA
325
Eastover Investment Advisors
North Carolina
$1.12M -$141K -2,800 -11%
11 12
13
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