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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
426
FinTrust Capital Advisors
South Carolina
$465K – – –
GP
427
Girard Partners
Pennsylvania
$461K +$131K +2,717 +40%
CB
428
Commerce Bank
Missouri
$459K +$459K +9,518 New
OIA
429
Optimum Investment Advisors
Illinois
$457K +$200K +4,150 +78%
SEP
430
Southland Equity Partners
Missouri
$456K +$456K +9,441 New
MCM
431
MAI Capital Management
Ohio
$451K +$210K +4,345 +87%
BCM
432
Brasada Capital Management
Texas
$444K +$444K +9,197 New
LA
433
Latitude Advisors
Florida
$442K +$60.5K +1,253 +16%
HDIM
434
Hanson & Doremus Investment Management
Vermont
$439K -$36.5K -756 -8%
BO
435
BRR OpCo
Ohio
$439K +$5.64K +117 +1%
CRWM
436
Castle Rock Wealth Management
California
$438K -$1.21M -24,407 -73%
SAM
437
Silvercrest Asset Management
New York
$438K +$25.7K +532 +6%
SSWM
438
Sheets Smith Wealth Management
North Carolina
$435K +$9.03K +187 +2%
CWM
439
Collaborative Wealth Management
Florida
$432K +$432K +8,081 New
PTC
440
Private Trust Company
Ohio
$431K +$1.49K +31 +0.3%
PWP
441
Principle Wealth Partners
Connecticut
$427K +$144K +2,996 +51%
CBFP
442
Cedar Brook Financial Partners
Ohio
$423K -$1.21M -24,999 -74%
WMA
443
Wealth Management Associates
New Jersey
$415K +$145 +3 +0%
GWMIA
444
Global Wealth Management Investment Advisory
Florida
$413K +$24.3K +504 +6%
TCBWMS
445
Texas Capital Bank Wealth Management Services
Texas
$409K – – –
IA
446
Insight Advisors
Pennsylvania
$408K +$33.6K +673 +9%
CF
447
Centaurus Financial
California
$407K -$546K -11,323 -57%
CG
448
Clarus Group
Texas
$404K +$100K +2,045 +33%
AIM
449
Alhambra Investment Management
Florida
$403K +$32.3K +669 +9%
QC
450
QCM Cayman
Texas
$394K +$394K +8,171 New
16 17
18
19 20