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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
426
Hartford Financial Management
Connecticut
$83K – – –
CFB
427
Cullen/Frost Bankers
Texas
$70K +$70K +1,750 New
AIM
428
Anchor Investment Management
South Carolina
$67.1K +$62.7K +1,575 +1,394%
SFPG
429
Stonebridge Financial Planning Group
Florida
$66K +$66K +1,600 New
FWM
430
Focused Wealth Management
New York
$59K – – –
JGIA
431
Jackson Grant Investment Advisers
Connecticut
$59K +$80 +2 +0.1%
WT
432
Whittier Trust
California
$55K – – –
CCM
433
Cribstone Capital Management
Maine
$54K -$123K -3,114 -70%
RWG
434
Regal Wealth Group
California
$52K – – –
PP
435
PrairieView Partners
Minnesota
$46K – – –
LC
436
Lindbrook Capital
California
$45K -$78.8K -2,000 -64%
GI
437
Gradient Investments
Minnesota
$45K +$45K +1,138 New
TWA
438
TCI Wealth Advisors
Arizona
$43K +$121 +3 +0.3%
LFG
439
Larson Financial Group
Missouri
$43K +$43K +1,081 New
CIR
440
Clear Investment Research
Georgia
$41K +$12K +444 +41%
LF
441
Lee Financial
Texas
$40K – – –
FWP
442
FAS Wealth Partners
Kansas
$39K – – –
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$10.6K +263 +39%
JFA
444
JNBA Financial Advisors
Minnesota
$37K +$29.9K +755 +424%
CAAS
445
Capital Asset Advisory Services
Michigan
$36K -$1.2K -30 -3%
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$35K +$35K +886 New
BAM
447
Bellevue Asset Management
Washington
$34K – – –
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$33K – – –
LWM
449
Liberty Wealth Management
California
$27K – – –
AA
450
Advisory Alpha
Michigan
$25K +$25K +602 New
16 17
18
19 20