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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

466 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+30
Holders Change %
+6.88%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
1.13%
New
68
Increased
200
Reduced
142
Closed
34
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$1K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$933M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$118M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
PA
Prism Advisors
California
$15.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.6M
2
SEIA
Signature Estate & Investment Advisors
California
$567K
3
Bank of America
Bank of America
North Carolina
$531M
4
SL
Stevard LLC
Illinois
$291K
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$230K -$17.9K -477 -7%
LWAC
377
Laurel Wealth Advisors (California)
California
$228K +$228K +6,065 New
BW
378
Bison Wealth
Georgia
$226K – – –
MFG
379
Magnus Financial Group
New York
$225K -$230K -6,114 -51%
TC
380
Telemus Capital
Michigan
$221K – – –
CWA
381
Clarus Wealth Advisors
Arizona
$219K +$219K +5,819 New
OIA
382
Optimum Investment Advisors
Illinois
$212K – – –
Fisher Asset Management
383
Fisher Asset Management
Washington
$206K +$206K +5,474 New
PFS
384
Prospera Financial Services
Texas
$205K +$205K +5,446 New
SNT
385
Security National Trust
West Virginia
$205K +$205K +5,455 New
HAIM
386
Hunter Associates Investment Management
Pennsylvania
$203K +$203K +5,400 New
FSA
387
Fort Sheridan Advisors
Illinois
$202K +$202K +5,370 New
ECG
388
Edge Capital Group
Georgia
$201K +$201K +5,339 New
SSI
389
Scott & Selber Inc
Texas
$201K +$201K +5,345 New
APWA
390
Atlas Private Wealth Advisors
New Jersey
$191K +$191K +5,085 New
HIM
391
HawsGoodwin Investment Management
Tennessee
$186K -$452K -12,010 -71%
AF
392
Advisornet Financial
Minnesota
$182K +$1.58K +42 +0.9%
AA
393
Ancora Advisors
Ohio
$181K – – –
CCM
394
Cribstone Capital Management
Maine
$168K -$1.71M -45,467 -91%
S
395
SignatureFD
Georgia
$162K +$91.3K +2,432 +129%
TCOV
396
Trust Company of Vermont
Vermont
$146K +$138K +3,679 +1,840%
TFS
397
TrustCore Financial Services
Tennessee
$132K – – –
LC
398
Lindbrook Capital
California
$118K -$51K -1,358 -30%
SCA
399
Stonebridge Capital Advisors
Minnesota
$114K -$13.2K -350 -10%
BAM
400
Belpointe Asset Management
Nevada
$107K -$12.8K -339 -11%
14 15
16
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