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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
301
Haverford Trust Company
Pennsylvania
$1.48M -$41K -816 -3%
KMWM
302
Keudell/Morrison Wealth Management
Oregon
$1.48M +$70.9K +1,410 +5%
MIAN
303
Mariner Independent Advisor Network
Kansas
$1.48M +$298K +5,929 +25%
CTFG
304
Capstone Triton Financial Group
Oklahoma
$1.46M +$884K +16,651 +153%
LFF
305
Level Four Financial
Texas
$1.44M -$142K -2,822 -9%
PWM
306
PRW Wealth Management
Massachusetts
$1.44M +$1.44M +28,646 New
SEP
307
Southland Equity Partners
Missouri
$1.41M +$41.4K +824 +3%
PA
308
Parallel Advisors
California
$1.41M -$522K -10,397 -27%
TRCT
309
Tower Research Capital (TRC)
New York
$1.4M +$1.4M +27,902 +558,040%
CPIG
310
Chicago Partners Investment Group
Illinois
$1.39M -$2.64K -49 -0.2%
BTWM
311
Baker Tilly Wealth Management
Wisconsin
$1.39M +$50.2K +999 +4%
CAC
312
Certified Advisory Corp
Florida
$1.38M -$75K -1,493 -5%
Bank of New York Mellon
313
Bank of New York Mellon
New York
$1.37M -$7.84K -156 -0.6%
HIS
314
Horizon Investment Services
Indiana
$1.36M +$1.11M +22,025 +441%
TVAMP
315
Tennessee Valley Asset Management Partners
Tennessee
$1.33M -$62.6K -1,246 -5%
VC
316
Vicus Capital
Pennsylvania
$1.33M -$143K -2,846 -10%
PWP
317
Principle Wealth Partners
Connecticut
$1.32M -$107K -2,122 -7%
CA
318
CSM Advisors
Pennsylvania
$1.32M – – –
NRA
319
NSI Retail Advisors
Pennsylvania
$1.32M – – –
APW
320
Aurora Private Wealth
New Jersey
$1.31M +$1.51K +30 +0.1%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$1.3M +$230K +4,574 +21%
RA
322
RFG Advisory
Alabama
$1.3M -$1.41K -28 -0.1%
NFG
323
Next Financial Group
Texas
$1.3M -$328K -6,524 -20%
MGIA
324
Moneta Group Investment Advisors
Missouri
$1.29M -$34.8K -693 -3%
OPS
325
Orion Portfolio Solutions
Nebraska
$1.27M +$1.03M +20,559 +429%
11 12
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