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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 %
RCAG
326
Rehmann Capital Advisory Group
Michigan
$504K -$48K -1,206 -9%
PPA
327
Parametric Portfolio Associates
Washington
$493K -$11.8K -296 -2%
WR
328
Watson Rebecca
$487K -$21K -527 -4%
APA
329
American Portfolios Advisors
New York
$484K +$109K +2,741 +29%
PIA
330
Pinion Investment Advisors
Kansas
$479K – – –
CAS
331
Cascadia Advisory Services
Oregon
$471K -$138K -3,468 -23%
GWM
332
Geneos Wealth Management
Colorado
$468K +$179K +4,581 +62%
CIA
333
Compass Ion Advisors
Pennsylvania
$458K -$103K -2,579 -18%
WS
334
Wedbush Securities
California
$457K +$457K +11,486 New
EW
335
Element Wealth
Mississippi
$451K +$1.43K +36 +0.3%
Northern Trust
336
Northern Trust
Illinois
$450K -$151K -3,792 -25%
IWC
337
Integrated Wealth Concepts
Massachusetts
$444K +$201K +5,043 +82%
BCP
338
Blue Chip Partners
Michigan
$441K +$2.87K +72 +0.7%
RW
339
RVW Wealth
California
$434K – – –
SFSG
340
Sound Financial Strategies Group
Mississippi
$429K -$33.1K -831 -7%
KAM
341
Knightsbridge Asset Management
California
$417K +$417K +10,487 New
ACM
342
Ayrshire Capital Management
Connecticut
$412K +$1.71K +43 +0.4%
KMWM
343
Keudell/Morrison Wealth Management
Oregon
$411K +$105K +2,640 +34%
CCMD
344
Cypress Capital Management (Delaware)
Delaware
$400K +$17.9K +450 +5%
FFN
345
Focus Financial Network
Minnesota
$400K +$53.4K +1,341 +15%
DWM
346
Darwin Wealth Management
Florida
$397K -$334K -8,417 -46%
RWP
347
RWA Wealth Partners
Massachusetts
$397K – – –
HDIM
348
Hanson & Doremus Investment Management
Vermont
$392K +$392K +9,853 New
WMA
349
Wealth Management Associates
New Jersey
$370K -$1.47K -37 -0.4%
PAS
350
Partnervest Advisory Services
California
$362K +$362K +9,095 New
12 13
14
15 16