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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
376
New England Private Wealth Advisors
Massachusetts
$286K +$34.7K +873 +14%
TCM
377
Tandem Capital Management
New Jersey
$284K -$12.7K -320 -4%
ACG
378
Allen Capital Group
Nebraska
$282K +$6.38K +154 +2%
SAA
379
Southeast Asset Advisors
Georgia
$279K – – –
DWT
380
Dorsey & Whitney Trust
South Dakota
$278K – – –
TC
381
Telemus Capital
Michigan
$272K +$31K +748 +13%
BO
382
BRR OpCo
Ohio
$260K +$260K +6,544 New
FFA
383
Founders Financial Alliance
North Carolina
$253K +$253K +6,223 New
BAM
384
Berkshire Asset Management
Pennsylvania
$251K – – –
NFG
385
NewFocus Financial Group
Washington
$249K – – –
FCFC
386
First Commonwealth Financial Corp
Pennsylvania
$247K – – –
NAM
387
NorthCoast Asset Management
Connecticut
$245K +$245K +6,165 New
LWAC
388
Laurel Wealth Advisors (California)
California
$242K +$835 +21 +0.3%
BW
389
Bison Wealth
Georgia
$239K – – –
MFG
390
Magnus Financial Group
New York
$239K +$279 +7 +0.1%
CAM
391
Cresset Asset Management
Illinois
$235K -$364K -9,144 -61%
22CM
392
20/20 Capital Management
California
$234K +$234K +5,891 New
PFWA
393
Paces Ferry Wealth Advisors
Georgia
$232K +$232K +5,828 New
OIA
394
Optimum Investment Advisors
Illinois
$224K – – –
BFEC
395
Benjamin F. Edwards & Company
Missouri
$223K -$89.8K -2,261 -29%
LFG
396
LifePlan Financial Group
Ohio
$222K +$147K +3,694 +196%
MWM
397
Meridian Wealth Management
Kentucky
$222K +$222K +5,590 New
SNT
398
Security National Trust
West Virginia
$217K – – –
HAIM
399
Hunter Associates Investment Management
Pennsylvania
$215K – – –
APWA
400
Atlas Private Wealth Advisors
New Jersey
$215K +$12.5K +314 +6%
14 15
16
17 18