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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
376
Corepath Wealth Partners
Arizona
$750K – – –
PIA
377
Pinion Investment Advisors
Kansas
$750K +$8.21K +163 +1%
RPG
378
Resource Planning Group
Georgia
$745K +$13.3K +265 +2%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$739K +$459K +9,105 +164%
MFW
380
Meristem Family Wealth
Minnesota
$733K +$503K +10,000 +219%
BOPW
381
Brandywine Oak Private Wealth
Pennsylvania
$727K – – –
BAM
382
Belpointe Asset Management
Nevada
$727K +$218K +4,331 +43%
PPA
383
Parametric Portfolio Associates
Washington
$717K +$109K +2,156 +18%
WPP
384
Whalerock Point Partners
Rhode Island
$716K +$151 +3 +0%
SFG
385
StrategIQ Financial Group
Indiana
$708K -$13.2K -263 -2%
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$705K – – –
FMC
387
First Merchants Corp
Indiana
$696K – – –
CF
388
Centaurus Financial
California
$694K +$269K +5,345 +63%
FPW
389
Flagship Private Wealth
Massachusetts
$692K +$24.7K +485 +4%
AF
390
Allworth Financial
California
$679K +$136K +2,706 +25%
T. Rowe Price Associates
391
T. Rowe Price Associates
Maryland
$677K – – –
CCMD
392
Cypress Capital Management (Delaware)
Delaware
$672K +$40.3K +800 +6%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$663K -$86.5K -1,717 -12%
PPW
394
Pasadena Private Wealth
California
$657K +$67.7K +1,345 +11%
AFG
395
Albion Financial Group
Utah
$652K +$652K +12,944 New
DAM
396
Deltec Asset Management
New York
$647K – – –
RMAM
397
Raab & Moskowitz Asset Management
New Jersey
$643K +$403 +8 +0.1%
CAS
398
Cascadia Advisory Services
Oregon
$635K +$21.4K +425 +3%
SXL
399
Summit X LLC
Missouri
$634K +$226K +4,500 +56%
EWA
400
ERTS Wealth Advisors
Michigan
$628K – – –
14 15
16
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