DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$77.3M
2
Morgan Stanley
Morgan Stanley
New York
+$42.1M
3
Bank of America
Bank of America
North Carolina
+$34.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$25.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.8M
3
CWM
Connecticut Wealth Management
Connecticut
-$17.3M
4
PI
PFS Investments
Georgia
-$15.7M
5
NAM
Nissay Asset Management
Japan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
326
Full Sail Capital
Oklahoma
$280K -$34.1K -942 -11%
PTC
327
Private Trust Company
Ohio
$277K -$141K -4,336 -34%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$276K -$503K -15,471 -65%
FCT
329
Family Capital Trust
Massachusetts
$275K – – –
FFN
330
Focus Financial Network
Minnesota
$275K +$275K +8,432 New
TCM
331
Tandem Capital Management
New Jersey
$266K +$1.69K +52 +0.6%
MWM
332
Marietta Wealth Management
Georgia
$257K +$20.7K +636 +9%
AIM
333
Alhambra Investment Management
Florida
$250K +$8.2K +252 +3%
SAM
334
SignalPoint Asset Management
Missouri
$249K +$15.9K +490 +7%
Chevy Chase Trust
335
Chevy Chase Trust
Maryland
$248K +$248K +7,623 New
MLIC
336
Mandatum Life Insurance Company
Finland
$238K -$11.7K -360 -5%
JHCP
337
Jackson Hole Capital Partners
Oklahoma
$236K – – –
AUB
338
Atlantic Union Bankshares
Virginia
$231K +$231K +7,075 New
RW
339
RVW Wealth
California
$228K +$27.1K +830 +13%
ACG
340
Allen Capital Group
Nebraska
$226K +$226K +6,939 New
PAS
341
Partnervest Advisory Services
California
$221K +$4.05K +124 +2%
FCA
342
FinTrust Capital Advisors
South Carolina
$220K – – –
TC
343
Telemus Capital
Michigan
$219K +$219K +5,819 New
IWC
344
Integrated Wealth Concepts
Massachusetts
$215K +$8.21K +252 +4%
MMA
345
Miracle Mile Advisors
California
$210K -$93.6K -2,880 -31%
IAA
346
Independent Advisor Alliance
North Carolina
$209K -$12.8M -392,821 -98%
GWMIA
347
Global Wealth Management Investment Advisory
Florida
$208K -$1.89K -58 -0.9%
GWM
348
Geneos Wealth Management
Colorado
$206K -$20.7K -645 -9%
FPGK
349
Financial Partners Group (Kansas)
Kansas
$205K -$2.33M -74,840 -92%
BAM
350
Berkshire Asset Management
Pennsylvania
$205K -$95.3K -2,928 -32%
12 13
14
15 16