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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

580 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 256 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+85
Holders Change %
+17.17%
% of All Funds
10.29%
Holding in Top 10
76
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.58%
% of All Funds
1.35%
New
117
Increased
256
Reduced
131
Closed
20
Calls
$9.53M
Puts
–
Net Calls
+$9.53M
Net Calls Change
+$9.52M

Top Buyers

1
BlackRock
BlackRock
New York
+$399M
2
HighTower Advisors
HighTower Advisors
Illinois
+$74.3M
3
AC
Allstate Corporation
Illinois
+$51.5M
4
FCAS
First Command Advisory Services
Texas
+$49.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$73.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.1M
3
SL
Systelligence LLC
Minnesota
-$11.1M
4
MML Investors Services
MML Investors Services
Massachusetts
-$8.56M
5
RJA
Raymond James & Associates
Florida
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$765K +$47.9K +1,048 +7%
PA
327
Planning Alternatives
Michigan
$763K -$951K -21,204 -55%
UCFA
328
United Capital Financial Advisors
Texas
$753K -$75.5K -1,685 -9%
APA
329
American Portfolios Advisors
New York
$741K +$196K +4,373 +36%
SWP
330
Summit Wealth Partners
Florida
$736K +$4.53K +101 +0.6%
TCM
331
Towercrest Capital Management
Pennsylvania
$729K -$20K -446 -3%
KAM
332
Knightsbridge Asset Management
California
$728K +$258K +5,761 +55%
CAN
333
Claraphi Advisory Network
United States
$723K -$15.5K -347 -2%
FAM
334
Formidable Asset Management
Ohio
$723K – – –
Bank of New York Mellon
335
Bank of New York Mellon
New York
$721K -$105K -2,349 -13%
William Blair & Company
336
William Blair & Company
Illinois
$716K +$73.2K +1,634 +11%
MWM
337
Meridian Wealth Management
Kentucky
$716K +$465K +10,386 +186%
IC
338
Inscription Capital
Texas
$714K – – –
MSFS
339
Main Street Financial Solutions
Pennsylvania
$714K +$714K +15,939 New
WIA
340
World Investment Advisors
California
$701K +$92 +2 +0%
BSW
341
Buckingham Strategic Wealth
Missouri
$694K +$694K +15,485 New
AFG
342
Albion Financial Group
Utah
$691K -$1.32M -29,525 -66%
IF
343
Intrua Financial
Texas
$691K -$38.3K -855 -5%
OAM
344
Oak Asset Management
California
$691K +$2.91K +65 +0.4%
IA
345
IFP Advisors
Florida
$690K +$94.7K +2,120 +16%
IWS
346
Insight Wealth Strategies
California
$687K -$102K -2,266 -13%
MAFM
347
Mid Atlantic Financial Management
Pennsylvania
$677K +$52.8K +1,178 +8%
FFG
348
Ford Financial Group
California
$677K +$63.4K +1,415 +10%
YWP
349
YorkBridge Wealth Partners
New York
$673K +$40.7K +909 +6%
AWM
350
Apollon Wealth Management
South Carolina
$672K +$672K +15,003 New
12 13
14
15 16