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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSI
401
Scott & Selber Inc
Texas
$213K +$80 +2 +0%
ECG
402
Edge Capital Group
Georgia
$212K – – –
FFA
403
Fragasso Financial Advisors
Pennsylvania
$211K +$211K +5,312 New
NWP
404
Northstar Wealth Partners
Connecticut
$209K -$844K -21,276 -80%
WA
405
Winfield Associates
Ohio
$208K +$208K +5,220 New
RHP
406
Royal Harbor Partners
Texas
$203K +$203K +5,090 New
FGA
407
Fortis Group Advisors
New Jersey
$202K +$202K +5,100 New
HIM
408
HawsGoodwin Investment Management
Tennessee
$201K +$4.61K +116 +2%
AF
409
Advisornet Financial
Minnesota
$194K +$797 +20 +0.4%
S
410
SignatureFD
Georgia
$173K +$1.2K +30 +0.7%
SPP
411
Single Point Partners
Massachusetts
$157K +$19.7K +9,790 +14%
BFC
412
Bedel Financial Consulting
Indiana
$149K +$136K +3,422 +1,086%
CA
413
Crewe Advisors
Utah
$134K +$134K +3,366 New
BAM
414
Belpointe Asset Management
Nevada
$131K +$18.1K +456 +16%
BWM
415
BNC Wealth Management
Oregon
$123K +$123K +3,102 New
TFS
416
TrustCore Financial Services
Tennessee
$116K -$23.5K -590 -17%
TI
417
tru Independence
Oregon
$116K +$116K +2,913 New
AA
418
Ancora Advisors
Ohio
$110K -$80.7K -2,034 -42%
WEC
419
Winslow Evans & Crocker
Massachusetts
$99K – – –
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$98K +$70.1K +1,770 +251%
PFS
421
Prospera Financial Services
Texas
$91K -$126K -3,162 -58%
HWA
422
HHM Wealth Advisors
Tennessee
$91K +$4.95K +124 +6%
AIC
423
Archer Investment Corporation
Indiana
$90.6K – – –
QCG
424
Quadrant Capital Group
Ohio
$89K +$13.3K +333 +18%
VFA
425
Valeo Financial Advisors
Indiana
$85K -$2.35K -59 -3%
15 16
17
18 19