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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 %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$37K +$21.8K +677 +143%
LF
377
Lee Financial
Texas
$33K – – –
FWP
378
FAS Wealth Partners
Kansas
$32K – – –
CAAS
379
Capital Asset Advisory Services
Michigan
$32K +$10.3K +300 +48%
BAM
380
Bellevue Asset Management
Washington
$31K – – –
CIR
381
Clear Investment Research
Georgia
$26K +$3.7K +113 +17%
GC
382
Grace Capital
Massachusetts
$24K – – –
FCB
383
First Command Bank
Texas
$22K – – –
FCFS
384
First Command Financial Services
Texas
$22K – – –
LWM
385
Liberty Wealth Management
California
$22K – – –
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$4.35K +134 +25%
AA
387
Advisory Alpha
Michigan
$21.3K -$42.8K -1,228 -67%
DZ Bank
388
DZ Bank
Germany
$20K – – –
GSWM
389
Golden State Wealth Management
California
$19K +$19K +575 New
OFG
390
OmniStar Financial Group
North Carolina
$19K +$19K +585 New
Simplex Trading
391
Simplex Trading
Illinois
$17K -$49.3K -1,555 -74%
TWA
392
TCI Wealth Advisors
Arizona
$17K – – –
QCG
393
Quadrant Capital Group
Ohio
$17K – – –
VFA
394
Valeo Financial Advisors
Indiana
$17K +$17K +479 New
SIC
395
Salem Investment Counselors
North Carolina
$16K – – –
BCM
396
Bourgeon Capital Management
Connecticut
$16K – – –
AWMS
397
Advocacy Wealth Management Services
Georgia
$16K – – –
AWA
398
Arkadios Wealth Advisors
Georgia
$15.8K – – –
FP
399
Financial Perspectives
Minnesota
$14.8K +$1.17K +36 +9%
PMFA
400
Plante Moran Financial Advisors
Michigan
$14K +$14K +441 New
14 15
16
17 18