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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$118M
2
Morgan Stanley
Morgan Stanley
New York
$354M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936M
4
SEIA
Signature Estate & Investment Advisors
California
$48.3M
5
Wells Fargo
Wells Fargo
California
$162M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.3M
2
PI
PFS Investments
Georgia
$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.8M
4
Jane Street
Jane Street
New York
$1.09M
5
Bank of America
Bank of America
North Carolina
$587M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
401
Grace Capital
Massachusetts
$31K -$61.8K -1,455 -67%
CIR
402
Clear Investment Research
Georgia
$29K -$511 -12 -2%
LWM
403
Liberty Wealth Management
California
$29K – – –
IFAM
404
Institutional & Family Asset Management
Colorado
$29K +$169 +4 +0.6%
FCB
405
First Command Bank
Texas
$28K – – –
FCFS
406
First Command Financial Services
Texas
$28K – – –
CAAS
407
Capital Asset Advisory Services
Michigan
$27K +$27K +630 New
DZ Bank
408
DZ Bank
Germany
$25K +$25K +605 New
KWM
409
Keebeck Wealth Management
Illinois
$24K +$24K +580 New
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$127 +3 +0.6%
SWM
411
Selective Wealth Management
Virginia
$23K +$252 +6 +1%
AWMS
412
Advocacy Wealth Management Services
Georgia
$22K -$792 -19 -3%
1NWS
413
1 North Wealth Services
Maryland
$22K – – –
TWA
414
TCI Wealth Advisors
Arizona
$22K +$22K +524 New
SIC
415
Salem Investment Counselors
North Carolina
$21K -$16.2K -386 -44%
BCM
416
Bourgeon Capital Management
Connecticut
$21K – – –
QCG
417
Quadrant Capital Group
Ohio
$21K +$21K +542 New
AWA
418
Arkadios Wealth Advisors
Georgia
$20.9K +$20.9K +486 New
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$20K +$7.32K +173 +58%
FMP
420
Financial Management Professionals
Texas
$18K – – –
FP
421
Financial Perspectives
Minnesota
$17.6K +$17.6K +419 New
AC
422
AlphaCore Capital
California
$17K +$17K +402 New
CCM
423
Covington Capital Management
California
$15K – – –
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K – – –
BFC
425
Bedel Financial Consulting
Indiana
$13K – – –
15 16
17
18 19