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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 %
FPW
401
Flagship Private Wealth
Massachusetts
$658K -$24.4K -485 -4%
AFG
402
Albion Financial Group
Utah
$650K – – –
DAM
403
Deltec Asset Management
New York
$646K – – –
RMAM
404
Raab & Moskowitz Asset Management
New Jersey
$642K – – –
EIA
405
Eastover Investment Advisors
North Carolina
$635K -$484K -9,625 -43%
PPW
406
Pasadena Private Wealth
California
$630K -$25.3K -503 -4%
RWA
407
Ropes Wealth Advisors
Massachusetts
$626K -$477K -9,495 -43%
EWA
408
ERTS Wealth Advisors
Michigan
$626K – – –
SXL
409
Summit X LLC
Missouri
$621K -$11.9K -236 -2%
PPA
410
Parametric Portfolio Associates
Washington
$620K -$95.4K -1,898 -13%
HL
411
HeadInvest LLC
Maine
$619K – – –
PFP
412
Pinnacle Financial Partners
Tennessee
$615K – – –
EWA
413
EP Wealth Advisors
California
$608K +$50 +1 +0%
Principal Financial Group
414
Principal Financial Group
Iowa
$606K +$83.2K +1,656 +16%
GWM
415
Geneos Wealth Management
Colorado
$605K -$11.4K -224 -2%
LWP
416
Legacy Wealth Planning
Nevada
$601K – – –
Jones Financial Companies
417
Jones Financial Companies
Missouri
$589K -$72.7K -1,446 -11%
Northern Trust
418
Northern Trust
Illinois
$582K -$25.1K -500 -4%
AIP
419
ARS Investment Partners
New York
$581K – – –
RCAG
420
Rehmann Capital Advisory Group
Michigan
$578K -$7.29K -145 -1%
CAM
421
Cresset Asset Management
Illinois
$577K +$86.9K +1,733 +18%
TFA
422
Teamwork Financial Advisors
Texas
$572K +$37.9K +755 +7%
First Manhattan
423
First Manhattan
New York
$565K +$314K +6,256 +125%
RWP
424
RWA Wealth Partners
Massachusetts
$561K +$50.2K +1,000 +10%
GWS
425
Glassman Wealth Services
Virginia
$559K -$15.5K -309 -3%
15 16
17
18 19