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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 %
GT
351
Glenmede Trust
Pennsylvania
$994K – – –
SG
352
StoneX Group
New York
$988K -$81.3K -1,619 -8%
BIA
353
Biondo Investment Advisors
Pennsylvania
$974K +$47.5K +945 +5%
WCFA
354
Walkner Condon Financial Advisors
Wisconsin
$962K +$962K +19,154 New
MAM
355
McLean Asset Management
Virginia
$961K +$579K +10,894 +152%
GCM
356
Gibraltar Capital Management
Oklahoma
$940K +$7.03K +140 +0.8%
TA
357
TrueWealth Advisors
Alabama
$937K +$29.6K +589 +3%
CFS
358
CRA Financial Services
New Jersey
$927K – – –
OAM
359
Oak Asset Management
California
$923K +$46.1K +887 +5%
FFWM
360
Future Financial Wealth Management
Ohio
$917K – – –
IP
361
Investment Partners
Ohio
$902K – – –
EP
362
Eudaimonia Partners
Tennessee
$887K +$17.8K +354 +2%
FFG
363
Ford Financial Group
California
$879K +$110K +2,192 +14%
BRWM
364
B. Riley Wealth Management
Tennessee
$865K +$9.65K +192 +1%
JCM
365
Jacobi Capital Management
Pennsylvania
$859K – – –
CW
366
CreativeOne Wealth
Kansas
$855K +$6.38K +127 +0.8%
IF
367
Intrua Financial
Texas
$840K +$74.4K +1,413 +10%
EIP
368
Ellis Investment Partners
Pennsylvania
$839K +$52.6K +1,048 +7%
SWP
369
Summit Wealth Partners
Florida
$838K +$4.12K +82 +0.5%
William Blair & Company
370
William Blair & Company
Illinois
$837K +$54.8K +1,091 +7%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$820K +$82.7K +1,645 +11%
BWA
372
BDO Wealth Advisors
Florida
$819K -$87.7K -1,744 -10%
CAN
373
Claraphi Advisory Network
United States
$811K +$3.47K +69 +0.4%
RIA
374
Regal Investment Advisors
Michigan
$804K +$331K +6,586 +70%
PFO
375
Pathstone Family Office
New Jersey
$802K +$100 +2 +0%
13 14
15
16 17