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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
326
USAdvisors Wealth Management
Minnesota
$1.11M +$50.7K +1,006 +5%
SA
327
Stewardship Advisors
Pennsylvania
$1.11M -$50.1K -996 -4%
RWA
328
Ropes Wealth Advisors
Massachusetts
$1.11M – – –
LA
329
LexAurum Advisors
Kansas
$1.1M +$6.75K +134 +0.6%
NGA
330
Naples Global Advisors
Florida
$1.1M +$22.7K +450 +2%
SFSG
331
Sound Financial Strategies Group
Mississippi
$1.09M -$1.72M -34,205 -61%
HAS
332
HBW Advisory Services
California
$1.08M +$1.97K +39 +0.2%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$1.08M +$833K +16,550 +343%
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$1.07M – – –
SG
335
StoneX Group
New York
$1.07M +$54.2K +1,077 +5%
NW
336
NewEdge Wealth
Pennsylvania
$1.07M – – –
GLA
337
Good Life Advisors
Pennsylvania
$1.06M -$89.5K -1,778 -8%
FAM
338
Formidable Asset Management
Ohio
$1.05M +$226K +4,425 +27%
MMM
339
Mendel Money Management
Illinois
$1.01M -$2.37K -47 -0.2%
MWM
340
Minot Wealth Management
Massachusetts
$1.01M -$10.2K -200 -1%
WS
341
Wedbush Securities
California
$1.01M +$478K +9,490 +90%
LW
342
Linscomb Wealth
Texas
$1.01M -$62.6K -1,243 -6%
RW
343
RVW Wealth
California
$1M +$11.4K +126 +1%
GT
344
Glenmede Trust
Pennsylvania
$996K -$4.33K -86 -0.4%
GCM
345
Gibraltar Capital Management
Oklahoma
$938K -$53.5K -1,060 -5%
CFGS
346
Concourse Financial Group Securities
Alabama
$937K +$55K +1,092 +6%
CFS
347
CRA Financial Services
New Jersey
$929K – – –
BIA
348
Biondo Investment Advisors
Pennsylvania
$928K -$73.2K -1,455 -7%
HF
349
HRT Financial
New York
$919K +$919K +18,258 New
FFWM
350
Future Financial Wealth Management
Ohio
$917K +$296K +5,870 +48%
12 13
14
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