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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 %
SQA
426
Simon Quick Advisors
New Jersey
$1K -$129K -2,708 -99%
BWM
427
BerganKDV Wealth Management
Minnesota
$1K -$50.2K -903 -98%
MAM
428
Meeder Asset Management
Ohio
$1K -$5.1K -199 -84%
HIA
429
Harbor Investment Advisory
Maryland
$1K – – –
CB
430
CNB Bank
Pennsylvania
$1K – – –
AW
431
Avion Wealth
Texas
$1K +$1K +20 New
LSA
432
Lion Street Advisors
Texas
$1K +$1K +31 New
WA
433
WBH Advisory
Maryland
$274 -$2 -47 -0.6%
FGAM
434
Financial Gravity Asset Management
Texas
$28 – – –
WIM
435
Westside Investment Management
California
$6 +$6 +193 New
PI
436
PFS Investments
Georgia
– -$15.7M -373,289 Closed
NAM
437
Nissay Asset Management
Japan
– -$15.6M -370,921 Closed
TWA
438
Tillar-Wenstrup Advisors
Ohio
– -$4.48M -106,496 Closed
SAM
439
Stringer Asset Management
Tennessee
– -$4.16M -98,844 Closed
RHP
440
Royal Harbor Partners
Texas
– -$3.73M -88,540 Closed
JWCA
441
J.W. Cole Advisors
Florida
– -$3.66M -87,015 Closed
HI
442
Horizon Investments
North Carolina
– -$3.3M -78,454 Closed
TPWA
443
TRUE Private Wealth Advisors
Oregon
– -$3.18M -75,614 Closed
SCP
444
Shorepoint Capital Partners
Massachusetts
– -$2.63M -62,399 Closed
FFS
445
Founders Financial Securities
Maryland
– -$2.56M -60,891 Closed
CWM
446
Chicago Wealth Management
Illinois
– -$2.4M -57,017 Closed
BSAM
447
Blue Sky Asset Management
Colorado
– -$1.43M -34,023 Closed
OMC
448
Old Mission Capital
Illinois
– -$1.13M -26,939 Closed
Millennium Management
449
Millennium Management
New York
– -$1.12M -26,582 Closed
WP
450
WealthSource Partners
California
– -$1.09M -25,976 Closed
16 17
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