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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 %
GWM
351
GSB Wealth Management
Connecticut
$914K -$24.6K -489 -3%
TA
352
TrueWealth Advisors
Alabama
$910K -$108K -2,135 -11%
GWSG
353
GPS Wealth Strategies Group
Colorado
$909K +$25.4K +504 +3%
BWA
354
BDO Wealth Advisors
Florida
$908K -$39.1K -777 -4%
IP
355
Investment Partners
Ohio
$904K – – –
VF
356
Virtu Financial
New York
$887K +$887K +17,604 New
GM
357
GeoWealth Management
Illinois
$877K +$27.2K +541 +3%
EP
358
Eudaimonia Partners
Tennessee
$871K -$37K -735 -4%
JCM
359
Jacobi Capital Management
Pennsylvania
$861K – – –
BRWM
360
B. Riley Wealth Management
Tennessee
$857K +$206K +4,099 +32%
CW
361
CreativeOne Wealth
Kansas
$851K -$218K -4,339 -20%
OAM
362
Oak Asset Management
California
$849K +$72.2K +1,434 +9%
AIP
363
Almanack Investment Partners
Pennsylvania
$845K -$12.7M -252,324 -94%
SWP
364
Summit Wealth Partners
Florida
$835K +$4.28K +85 +0.5%
WIA
365
World Investment Advisors
California
$815K +$50.4K +1,002 +7%
CAN
366
Claraphi Advisory Network
United States
$809K +$1.56K +31 +0.2%
PFO
367
Pathstone Family Office
New Jersey
$806K +$214K +4,246 +36%
WP
368
WealthSource Partners
California
$803K -$452K -8,969 -36%
VR
369
Viridian RIA
Washington
$798K -$844K – –
MSFS
370
Main Street Financial Solutions
Pennsylvania
$791K +$5.19K +103 +0.7%
EIP
371
Ellis Investment Partners
Pennsylvania
$788K +$114K +2,267 +17%
William Blair & Company
372
William Blair & Company
Illinois
$784K +$13.8K +275 +2%
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
$773K +$45.8K +910 +6%
FFG
374
Ford Financial Group
California
$771K -$21K -418 -3%
IF
375
Intrua Financial
Texas
$765K -$57.4K -1,090 -7%
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15
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