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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 %
UCFA
351
United Capital Financial Advisors
Texas
$886K +$74.8K +1,550 +9%
EP
352
Eudaimonia Partners
Tennessee
$871K +$9.27K +192 +1%
IP
353
Investment Partners
Ohio
$866K – – –
IWM
354
IHT Wealth Management
Illinois
$858K +$428K +8,868 +100%
GWSG
355
GPS Wealth Strategies Group
Colorado
$847K -$49.1K -1,018 -5%
CFGS
356
Concourse Financial Group Securities
Alabama
$845K -$5.16M -106,972 -86%
VR
357
Viridian RIA
Washington
$844K – – –
JCM
358
Jacobi Capital Management
Pennsylvania
$826K – – –
GM
359
GeoWealth Management
Illinois
$816K -$68.8K -1,425 -8%
MIAN
360
Mariner Independent Advisor Network
Kansas
$806K -$115K -2,389 -13%
SWP
361
Summit Wealth Partners
Florida
$797K +$4.3K +89 +0.5%
Renaissance Technologies
362
Renaissance Technologies
New York
$787K +$787K +16,300 New
FAM
363
Formidable Asset Management
Ohio
$780K -$9.69K -200 -1%
IF
364
Intrua Financial
Texas
$780K +$10.8K +217 +1%
TCM
365
Towercrest Capital Management
Pennsylvania
$776K -$8.74K -181 -1%
CAN
366
Claraphi Advisory Network
United States
$774K -$4.58K -95 -0.6%
IA
367
IFP Advisors
Florida
$770K +$24.4K +505 +3%
IWC
368
Integrated Wealth Concepts
Massachusetts
$770K +$194K +4,013 +34%
IC
369
Inscription Capital
Texas
$769K – – –
Bank of New York Mellon
370
Bank of New York Mellon
New York
$765K -$11.1K -231 -1%
WIA
371
World Investment Advisors
California
$765K +$151 +3 +0%
FFG
372
Ford Financial Group
California
$759K +$30.2K +625 +4%
MSFS
373
Main Street Financial Solutions
Pennsylvania
$753K -$16.3K -337 -2%
SF
374
Synovus Financial
Georgia
$751K -$252K -5,225 -25%
OAM
375
Oak Asset Management
California
$745K – – –
13 14
15
16 17