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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$118M
2
Morgan Stanley
Morgan Stanley
New York
$354M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936M
4
SEIA
Signature Estate & Investment Advisors
California
$48.3M
5
Wells Fargo
Wells Fargo
California
$162M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.3M
2
PI
PFS Investments
Georgia
$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.8M
4
Jane Street
Jane Street
New York
$1.09M
5
Bank of America
Bank of America
North Carolina
$587M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
351
CreativeOne Wealth
Kansas
$249K +$33.2K +789 +15%
AF
352
Advisornet Financial
Minnesota
$249K +$74.7K +1,773 +43%
JWM
353
JGP Wealth Management
Oregon
$246K – – –
OIA
354
OneDigital Investment Advisors
Kansas
$245K +$5.31K +126 +2%
WS
355
Wedbush Securities
California
$237K +$11K +262 +5%
GM
356
GeoWealth Management
Illinois
$232K -$264K -6,272 -53%
OWD
357
Osborn Williams & Donohoe
Ohio
$230K +$230K +5,475 New
OIA
358
Optimum Investment Advisors
Illinois
$228K +$25.2K +600 +12%
ECG
359
Edge Capital Group
Georgia
$225K – – –
AI
360
Atria Investments
North Carolina
$223K -$104K -2,462 -32%
WA
361
Winfield Associates
Ohio
$223K +$223K +5,295 New
HAS
362
HBW Advisory Services
California
$217K +$217K +5,162 New
PWP
363
Personal Wealth Partners
Minnesota
$214K – – –
LWAC
364
Laurel Wealth Advisors (California)
California
$214K +$214K +5,096 New
SCM
365
SOL Capital Management
Maryland
$210K +$210K +5,000 New
PPP
366
Private Portfolio Partners
New Jersey
$204K +$204K +4,838 New
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$193K +$117K +2,782 +155%
BWA
368
BDO Wealth Advisors
Florida
$147K -$6.31K -150 -4%
TFS
369
TrustCore Financial Services
Tennessee
$147K – – –
APA
370
American Portfolios Advisors
New York
$143K +$46.6K +1,107 +48%
SCA
371
Stonebridge Capital Advisors
Minnesota
$142K +$105K +2,500 +285%
SQA
372
Simon Quick Advisors
New Jersey
$115K +$632 +15 +0.6%
BAM
373
Belpointe Asset Management
Nevada
$113K +$113K +2,675 New
CI
374
Cordant Inc
Oregon
$107K +$107K +2,550 New
WEC
375
Winslow Evans & Crocker
Massachusetts
$106K +$106K +2,500 New
13 14
15
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