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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
426
Independent Advisor Alliance
North Carolina
$501K +$135K +2,685 +37%
CAM
427
Cresset Asset Management
Illinois
$492K -$39.4K -782 -7%
EW
428
Element Wealth
Mississippi
$491K -$3.62K -72 -0.7%
QC
429
QCM Cayman
Texas
$490K +$78.4K +1,556 +19%
FCA
430
FinTrust Capital Advisors
South Carolina
$486K – – –
GP
431
Girard Partners
Pennsylvania
$482K +$1.01K +20 +0.2%
CB
432
Commerce Bank
Missouri
$474K -$5.49K -109 -1%
RIA
433
Regal Investment Advisors
Michigan
$474K +$474K +9,420 New
BCM
434
Brasada Capital Management
Texas
$473K +$10.1K +200 +2%
GWMIA
435
Global Wealth Management Investment Advisory
Florida
$472K +$41.2K +818 +10%
TIA
436
Traphagen Investment Advisors
New Jersey
$472K -$672K -13,343 -59%
MCM
437
MAI Capital Management
Ohio
$471K +$554 +11 +0.1%
BO
438
BRR OpCo
Ohio
$463K +$4.83K +96 +1%
SAM
439
Silvercrest Asset Management
New York
$459K +$1.26K +25 +0.3%
MWM
440
Mascoma Wealth Management
New Hampshire
$454K -$83.6K -1,660 -16%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$454K – – –
CF
442
Copperwynd Financial
Arizona
$451K -$14.4M -285,634 -97%
CRWM
443
Castle Rock Wealth Management
California
$451K -$11.7K -223 -3%
JHCP
444
Jackson Hole Capital Partners
Oklahoma
$447K -$39K -775 -8%
PTC
445
Private Trust Company
Ohio
$440K -$10.5K -208 -2%
WMA
446
Wealth Management Associates
New Jersey
$439K +$5.94K +118 +1%
IA
447
Insight Advisors
Pennsylvania
$433K +$11.1K +215 +3%
BPA
448
Beacon Pointe Advisors
California
$427K +$427K +8,476 New
DWM
449
Destination Wealth Management
California
$422K -$66.7K -1,325 -14%
FA
450
FDx Advisors
Illinois
$412K +$97.4K +1,933 +31%
16 17
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