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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 %
SFS
376
Sowell Financial Services
Arkansas
$101K -$486K -11,557 -83%
RIA
377
Realta Investment Advisors
Delaware
$101K +$67.3K +1,650 +200%
Simplex Trading
378
Simplex Trading
Illinois
$87K -$8.74K -210 -9%
HFM
379
Hartford Financial Management
Connecticut
$87K – – –
AA
380
Ancora Advisors
Ohio
$83K +$83K +1,966 New
OPS
381
Orion Portfolio Solutions
Nebraska
$79K +$79K +1,870 New
AA
382
Advisory Alpha
Michigan
$77.9K -$40.9K -966 -34%
IFWM
383
Institute for Wealth Management
Colorado
$75K +$75K +1,777 New
EWM
384
EPG Wealth Management
Georgia
$72K +$72K +1,723 New
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$69K +$8.69K +208 +14%
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$68K – – –
RFM
387
Royal Fund Management
Florida
$66K +$66K +1,590 New
ACM
388
Allred Capital Management
Texas
$65.8K +$65.8K +1,565 New
FWM
389
Focused Wealth Management
New York
$62K – – –
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$61K – – –
WT
391
Whittier Trust
California
$58K – – –
RWG
392
Regal Wealth Group
California
$55K – – –
BFO
393
Biltmore Family Office
North Carolina
$51K +$51K +1,207 New
LF
394
Lee Financial
Texas
$42K – – –
ST
395
Sageworth Trust
Pennsylvania
$42K – – –
FWP
396
FAS Wealth Partners
Kansas
$41K +$41K +977 New
BWM
397
BerganKDV Wealth Management
Minnesota
$39K -$13K -308 -25%
TI
398
tru Independence
Oregon
$37K +$37K +1,128 New
FGAM
399
Financial Gravity Asset Management
Texas
$36K -$419 -10 -1%
BAM
400
Bellevue Asset Management
Washington
$36K +$36K +850 New
14 15
16
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