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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 %
DFG
401
Demars Financial Group
Washington
$620K -$100K -1,997 -14%
HL
402
HeadInvest LLC
Maine
$620K -$13.8K -274 -2%
GWM
403
Geneos Wealth Management
Colorado
$619K -$448K -8,793 -42%
PWA
404
Pinnacle Wealth Advisors
Tennessee
$617K +$617K +12,249 New
PFP
405
Pinnacle Financial Partners
Tennessee
$617K +$617K +12,249 New
MCM
406
Mattern Capital Management
Colorado
$616K -$387K -7,684 -39%
Northern Trust
407
Northern Trust
Illinois
$609K +$38.7K +768 +7%
EWA
408
EP Wealth Advisors
California
$609K +$208K +4,132 +52%
LWP
409
Legacy Wealth Planning
Nevada
$602K – – –
MFA
410
Mayflower Financial Advisors
Massachusetts
$591K +$50.7K +1,007 +9%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$587K +$52.6K +1,045 +10%
MSA
412
Marino Stram & Associates
Massachusetts
$586K -$2.49M -49,406 -81%
YWP
413
YorkBridge Wealth Partners
New York
$586K +$9.27K +184 +2%
AIP
414
ARS Investment Partners
New York
$582K +$582K +11,557 New
GWS
415
Glassman Wealth Services
Virginia
$575K -$86.1K -1,710 -13%
TCBWMS
416
Texas Capital Bank Wealth Management Services
Texas
$554K +$127K +2,525 +30%
OIA
417
Optimum Investment Advisors
Illinois
$551K +$74.2K +1,475 +16%
CTFG
418
Capstone Triton Financial Group
Oklahoma
$549K +$549K +10,902 New
BAAM
419
Baker Avenue Asset Management
California
$538K -$1.5M -29,745 -74%
TFA
420
Teamwork Financial Advisors
Texas
$535K -$32.8K -651 -6%
LA
421
Latitude Advisors
Florida
$532K +$70.6K +1,401 +15%
BCP
422
Blue Chip Partners
Michigan
$524K -$7.3K -145 -1%
Principal Financial Group
423
Principal Financial Group
Iowa
$524K +$524K +10,399 New
RWP
424
RWA Wealth Partners
Massachusetts
$512K -$2.17K -43 -0.4%
SSI
425
Scott & Selber Inc
Texas
$502K +$3.73K +74 +0.7%
15 16
17
18 19