DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

466 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+30
Holders Change %
+6.88%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
1.13%
New
68
Increased
200
Reduced
142
Closed
34
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$1K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$933M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$118M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
5
PA
Prism Advisors
California
$15.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.6M
2
SEIA
Signature Estate & Investment Advisors
California
$567K
3
Bank of America
Bank of America
North Carolina
$531M
4
SL
Stevard LLC
Illinois
$291K
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$26K -$16.5K -446 -39%
LWM
427
Liberty Wealth Management
California
$26K – – –
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$152 +4 +0.6%
RIM
429
Rockbridge Investment Management
New York
$25K +$25K +670 New
FP
430
Financial Perspectives
Minnesota
$21.2K +$4.06K +108 +24%
AWMS
431
Advocacy Wealth Management Services
Georgia
$20K – – –
SIC
432
Salem Investment Counselors
North Carolina
$19K – – –
AWA
433
Arkadios Wealth Advisors
Georgia
$18.8K +$115 +3 +0.6%
BCM
434
Bourgeon Capital Management
Connecticut
$18K – – –
PFO
435
Pathstone Family Office
New Jersey
$16K +$15.3K +403 +2,121%
BBHC
436
Brown Brothers Harriman & Co
New York
$15K +$15K +386 New
MHR
437
Matthew Hamilton Rosenberg
$15K +$15K +404 New
First Manhattan
438
First Manhattan
New York
$15K +$15K +416 New
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K – – –
CCM
440
Covington Capital Management
California
$13K – – –
BFC
441
Bedel Financial Consulting
Indiana
$12K – – –
TFGT
442
TS Financial Group (TSFG)
Illinois
$11K – – –
PCG
443
Private Capital Group
Connecticut
$11K – – –
BWM
444
Baystate Wealth Management
Massachusetts
$11K +$78 +2 +0.7%
OC
445
Oakworth Capital
Alabama
$11K +$11K +286 New
TL
446
TrueWealth LLC
Georgia
$10K – – –
RCA
447
Ranch Capital Advisors
Florida
$10K +$37 +1 +0.4%
HI
448
Hudock Inc
Pennsylvania
$9K – – –
TIM
449
Tortoise Investment Management
New York
$8K – – –
JFA
450
JNBA Financial Advisors
Minnesota
$7K – – –
16 17
18
19 20