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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 %
TFGT
426
TS Financial Group (TSFG)
Illinois
$12K – – –
PCG
427
Private Capital Group
Connecticut
$12K – – –
BWM
428
Baystate Wealth Management
Massachusetts
$12K +$43 +1 +0.4%
SIC
429
Samalin Investment Counsel
New York
$12K +$12K +286 New
LWA
430
Lowe Wealth Advisors
Maryland
$11K – – –
AIS
431
Accurate Investment Solutions
Pennsylvania
$11K +$4.66K +108 +73%
RCA
432
Ranch Capital Advisors
Florida
$11K +$11K +268 New
HI
433
Hudock Inc
Pennsylvania
$10K – – –
MAM
434
Meeder Asset Management
Ohio
$10K +$10K +238 New
TIM
435
Tortoise Investment Management
New York
$9K – – –
PA
436
PSI Advisors
Florida
$8K +$8K +200 New
TCOV
437
Trust Company of Vermont
Vermont
$8K +$8K +200 New
JFA
438
JNBA Financial Advisors
Minnesota
$7K – – –
CFD
439
Creative Financial Designs
Indiana
$6K – – –
CAL
440
Capital Analysts LLC
Pennsylvania
$5K -$8.46K -186 -63%
PWM
441
Provident Wealth Management
Tennessee
$5K +$5K +124 New
AIM
442
Anchor Investment Management
South Carolina
$4.68K +$42 +1 +0.9%
TCM
443
TD Capital Management
Tennessee
$4K -$1.96K -50 -33%
TA
444
TFG Advisers
Michigan
$4K +$4K +100 New
LAS
445
Lloyd Advisory Services
Georgia
$3K +$3K +68 New
LPWM
446
Lake Point Wealth Management
Texas
$3K +$3K +74 New
WPA
447
West Paces Advisors
Georgia
$2.44K +$2.44K +58 New
AAP
448
Arax Advisory Partners
Colorado
$2K – – –
CB
449
CNB Bank
Pennsylvania
$1K -$1.22K -33 -55%
HIA
450
Harbor Investment Advisory
Maryland
$1K +$1K +20 New
15 16 17
18
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