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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$77.3M
2
Morgan Stanley
Morgan Stanley
New York
+$42.1M
3
Bank of America
Bank of America
North Carolina
+$34.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$25.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.8M
3
CWM
Connecticut Wealth Management
Connecticut
-$17.3M
4
PI
PFS Investments
Georgia
-$15.7M
5
NAM
Nissay Asset Management
Japan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
351
NewFocus Financial Group
Washington
$204K +$204K +6,257 New
FCFC
352
First Commonwealth Financial Corp
Pennsylvania
$202K +$202K +6,201 New
BW
353
Bison Wealth
Georgia
$196K – – –
OIA
354
Optimum Investment Advisors
Illinois
$183K +$6.51K +200 +4%
APA
355
American Portfolios Advisors
New York
$179K +$68.6K +2,105 +62%
SG Americas Securities
356
SG Americas Securities
New York
$163K +$163K +4,988 New
AF
357
Advisornet Financial
Minnesota
$157K -$36K -1,103 -19%
AA
358
Ancora Advisors
Ohio
$157K +$92.8K +2,839 +144%
LC
359
Lindbrook Capital
California
$147K -$207K -6,350 -59%
TFS
360
TrustCore Financial Services
Tennessee
$114K – – –
SCA
361
Stonebridge Capital Advisors
Minnesota
$110K – – –
BAM
362
Belpointe Asset Management
Nevada
$104K +$16.5K +506 +19%
WEC
363
Winslow Evans & Crocker
Massachusetts
$82K – – –
HWA
364
HHM Wealth Advisors
Tennessee
$78K +$78K +2,401 New
CWA
365
Core Wealth Advisors
Florida
$77K +$77K +2,375 New
HFM
366
Hartford Financial Management
Connecticut
$68K – – –
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$65K +$65K +2,005 New
S
368
SignatureFD
Georgia
$61K -$169K -5,219 -74%
TRCT
369
Tower Research Capital (TRC)
New York
$49K +$49K +1,500 New
FWM
370
Focused Wealth Management
New York
$48K – – –
JGIA
371
Jackson Grant Investment Advisers
Connecticut
$48K +$1.03K +32 +2%
WT
372
Whittier Trust
California
$45K – – –
RWG
373
Regal Wealth Group
California
$42K – – –
OPS
374
Orion Portfolio Solutions
Nebraska
$41K -$19.9K -611 -33%
PP
375
PrairieView Partners
Minnesota
$38K +$38K +1,162 New
13 14
15
16 17