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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
326
HBW Advisory Services
California
$1.03M +$72K +1,492 +8%
KBFS
327
Kohmann Bosshard Financial Services
Ohio
$1.03M -$115K -2,377 -10%
NGA
328
Naples Global Advisors
Florida
$1.03M -$31.7K -656 -3%
LW
329
Linscomb Wealth
Texas
$1.03M +$4.44K +92 +0.4%
CW
330
CreativeOne Wealth
Kansas
$1.03M +$28.6K +593 +3%
NW
331
NewEdge Wealth
Pennsylvania
$1.02M +$1.02M +21,200 New
MWM
332
Meridian Wealth Management
Kentucky
$1.02M +$248K +5,129 +32%
UWM
333
USAdvisors Wealth Management
Minnesota
$1.02M +$150K +3,103 +17%
TA
334
TrueWealth Advisors
Alabama
$1.01M -$1.34M -26,928 -57%
RW
335
RVW Wealth
California
$1M – – –
SMC
336
Smith, Moore & Co
Missouri
$983K +$679K +14,075 +224%
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$978K +$155K +3,151 +19%
SG
338
StoneX Group
New York
$976K +$18.5K +383 +2%
MMM
339
Mendel Money Management
Illinois
$973K +$74.5K +1,544 +8%
IWS
340
Insight Wealth Strategies
California
$973K +$233K +4,838 +32%
MWM
341
Minot Wealth Management
Massachusetts
$965K – – –
MCM
342
Mattern Capital Management
Colorado
$961K -$225K -4,662 -19%
BIA
343
Biondo Investment Advisors
Pennsylvania
$960K +$23.9K +495 +3%
GT
344
Glenmede Trust
Pennsylvania
$959K +$110K +2,282 +13%
GCM
345
Gibraltar Capital Management
Oklahoma
$954K -$4.24M -87,239 -82%
BSW
346
Buckingham Strategic Wealth
Missouri
$944K +$197K +4,072 +26%
AI
347
AXS Investments
New York
$917K +$917K +19,000 New
BWA
348
BDO Wealth Advisors
Florida
$908K -$237K -4,905 -21%
GWM
349
GSB Wealth Management
Connecticut
$900K +$900K +18,648 New
CFS
350
CRA Financial Services
New Jersey
$891K – – –
12 13
14
15 16