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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
326
Roman Butler Fullerton & Co
Missouri
$1.26M +$55.5K +1,068 +5%
LA
327
LexAurum Advisors
Kansas
$1.26M +$158K +3,139 +14%
ICM
328
Islay Capital Management
Texas
$1.22M -$553K -11,003 -31%
SIC
329
Samalin Investment Counsel
New York
$1.22M +$54.7K +1,090 +5%
VC
330
Veracity Capital
Georgia
$1.21M +$41K +816 +4%
NFSG
331
Newbridge Financial Services Group
Florida
$1.2M -$51.3K -1,022 -4%
GLA
332
Good Life Advisors
Pennsylvania
$1.18M +$120K +2,394 +11%
RIM
333
Regent Investment Management
Kentucky
$1.17M +$2.01K +40 +0.2%
NAM
334
Nissay Asset Management
Japan
$1.17M -$1.27M -25,288 -52%
CFGS
335
Concourse Financial Group Securities
Alabama
$1.17M +$234K +4,664 +25%
Brown Advisory
336
Brown Advisory
Maryland
$1.17M -$126K -2,500 -10%
LA
337
Latitude Advisors
Florida
$1.13M +$602K +11,977 +113%
UWM
338
USAdvisors Wealth Management
Minnesota
$1.12M +$14.3K +284 +1%
NGA
339
Naples Global Advisors
Florida
$1.11M +$10.8K +215 +1%
HAS
340
HBW Advisory Services
California
$1.1M +$26.9K +535 +3%
OAM
341
Occidental Asset Management
California
$1.08M -$150K -2,990 -12%
IA
342
IFP Advisors
Florida
$1.07M -$98.8K -1,959 -8%
KBFS
343
Kohmann Bosshard Financial Services
Ohio
$1.07M – – –
GWSG
344
GPS Wealth Strategies Group
Colorado
$1.07M +$165K +3,275 +18%
MMM
345
Mendel Money Management
Illinois
$1.06M +$49.2K +978 +5%
HA
346
Herold Advisors
New York
$1.05M +$1.05M +20,902 New
LW
347
Linscomb Wealth
Texas
$1M -$3.57K -71 -0.4%
RW
348
RVW Wealth
California
$1M +$91K +1,106 +10%
MFW
349
Meristem Family Wealth
Minnesota
$998K +$266K +5,300 +36%
MWM
350
Minot Wealth Management
Massachusetts
$995K – – –
12 13
14
15 16