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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$77.3M
2
Morgan Stanley
Morgan Stanley
New York
+$42.1M
3
Bank of America
Bank of America
North Carolina
+$34.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$25.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.8M
3
CWM
Connecticut Wealth Management
Connecticut
-$17.3M
4
PI
PFS Investments
Georgia
-$15.7M
5
NAM
Nissay Asset Management
Japan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
401
AlphaCore Capital
California
$13K – – –
AIS
402
Accurate Investment Solutions
Pennsylvania
$12K +$3.52K +106 +42%
CFD
403
Creative Financial Designs
Indiana
$12K +$7.56K +230 +170%
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K – – –
CCM
405
Covington Capital Management
California
$11K – – –
BFC
406
Bedel Financial Consulting
Indiana
$10K – – –
PCG
407
Private Capital Group
Connecticut
$10K – – –
TFGT
408
TS Financial Group (TSFG)
Illinois
$9K – – –
BWM
409
Baystate Wealth Management
Massachusetts
$9K +$64 +2 +0.7%
LWA
410
Lowe Wealth Advisors
Maryland
$9K +$621 +20 +7%
TL
411
TrueWealth LLC
Georgia
$9K +$9K +263 New
RCA
412
Ranch Capital Advisors
Florida
$8K – – –
HI
413
Hudock Inc
Pennsylvania
$8K +$94 +3 +1%
TIM
414
Tortoise Investment Management
New York
$7K – – –
TCOV
415
Trust Company of Vermont
Vermont
$7K – – –
SWM
416
Selective Wealth Management
Virginia
$6K -$12.5K -370 -68%
JFA
417
JNBA Financial Advisors
Minnesota
$6K – – –
SBL
418
Sargent Bickham Lagudis
Colorado
$5K +$5K +153 New
EW
419
Evoke Wealth
California
$4.56K +$4.56K +140 New
AIM
420
Anchor Investment Management
South Carolina
$3.62K – – –
AF
421
Allworth Financial
California
$3K +$3K +99 New
LPWM
422
Lake Point Wealth Management
Texas
$2K – – –
AAP
423
Arax Advisory Partners
Colorado
$2K – – –
RCA
424
Rowland Carmichael Advisors
Arizona
$2K +$2K +60 New
WPA
425
West Paces Advisors
Georgia
$1.89K – – –
15 16
17
18 19