DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
376
Inscription Capital
Texas
$800K -$629K -12,517 -44%
WIA
377
World Investment Advisors
California
$798K -$15.1K -300 -2%
JC
378
JB Capital
Connecticut
$788K +$788K +15,685 New
MSFS
379
Main Street Financial Solutions
Pennsylvania
$783K -$5.68K -113 -0.7%
PIA
380
Pinion Investment Advisors
Kansas
$776K +$27.9K +556 +4%
BAM
381
Belpointe Asset Management
Nevada
$764K +$38.7K +770 +5%
B
382
Bailard
California
$760K -$416K -8,283 -35%
FAM
383
Formidable Asset Management
Ohio
$743K -$287K -5,720 -28%
RPG
384
Resource Planning Group
Georgia
$743K – – –
SC
385
Scotia Capital
Ontario, Canada
$739K -$384K -7,639 -34%
BOPW
386
Brandywine Oak Private Wealth
Pennsylvania
$738K +$12.9K +256 +2%
WPP
387
Whalerock Point Partners
Rhode Island
$735K +$20.2K +402 +3%
CWP
388
Corepath Wealth Partners
Arizona
$732K – – –
MCM
389
MAI Capital Management
Ohio
$726K +$256K +5,086 +54%
MFA
390
Mayflower Financial Advisors
Massachusetts
$725K +$110K +2,092 +18%
MAFM
391
Mid Atlantic Financial Management
Pennsylvania
$713K -$58.3K -1,160 -8%
SFSG
392
Sound Financial Strategies Group
Mississippi
$698K -$389K -7,744 -36%
CAS
393
Cascadia Advisory Services
Oregon
$698K +$64.8K +1,289 +10%
FMC
394
First Merchants Corp
Indiana
$695K – – –
SFG
395
StrategIQ Financial Group
Indiana
$680K -$25.9K -516 -4%
CF
396
Centaurus Financial
California
$676K -$16.4K -326 -2%
T. Rowe Price Associates
397
T. Rowe Price Associates
Maryland
$675K – – –
CCMD
398
Cypress Capital Management (Delaware)
Delaware
$672K – – –
OIA
399
Optimum Investment Advisors
Illinois
$671K +$121K +2,400 +22%
BCA
400
Bay Colony Advisors
Massachusetts
$659K +$357K +7,106 +118%
14 15
16
17 18