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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
376
William Blair & Company
Illinois
$739K -$32.5K -673 -4%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$718K +$39.2K +813 +6%
CWP
378
Corepath Wealth Partners
Arizona
$712K -$9.9K -200 -1%
PIA
379
Pinion Investment Advisors
Kansas
$711K -$134K -2,769 -16%
RPG
380
Resource Planning Group
Georgia
$701K – – –
MAFM
381
Mid Atlantic Financial Management
Pennsylvania
$697K -$32.1K -665 -4%
BOPW
382
Brandywine Oak Private Wealth
Pennsylvania
$697K +$77.2K +1,599 +12%
SFG
383
StrategIQ Financial Group
Indiana
$691K -$8.2K -170 -1%
DFG
384
Demars Financial Group
Washington
$691K +$1.16K +24 +0.2%
WPP
385
Whalerock Point Partners
Rhode Island
$687K +$97 +2 +0%
1IA
386
1834 Investment Advisors
Wisconsin
$677K -$31.1K -645 -4%
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$675K +$675K +14,000 New
FMC
388
First Merchants Corp
Indiana
$667K – – –
T. Rowe Price Associates
389
T. Rowe Price Associates
Maryland
$649K – – –
EIP
390
Ellis Investment Partners
Pennsylvania
$647K +$28.2K +584 +5%
FPW
391
Flagship Private Wealth
Massachusetts
$643K -$50.5K -1,028 -7%
GWS
392
Glassman Wealth Services
Virginia
$634K +$634K +13,136 New
BRWM
393
B. Riley Wealth Management
Tennessee
$624K +$137K +2,831 +28%
DAM
394
Deltec Asset Management
New York
$620K – – –
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$616K -$6.03K -125 -1%
HL
396
HeadInvest LLC
Maine
$607K -$8K -166 -1%
CCMD
397
Cypress Capital Management (Delaware)
Delaware
$605K +$56.7K +1,175 +10%
EWA
398
ERTS Wealth Advisors
Michigan
$602K – – –
FFWM
399
Future Financial Wealth Management
Ohio
$596K +$89.7K +1,858 +18%
CAS
400
Cascadia Advisory Services
Oregon
$588K +$588K +12,178 New
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16
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