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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
426
Mattern Capital Management
Colorado
$555K -$59.1K -1,176 -10%
JIC
427
Johnson Investment Counsel
Ohio
$555K +$555K +11,044 New
Financial Engines Advisors
428
Financial Engines Advisors
California
$552K +$552K +11,001 New
WP
429
WealthSource Partners
California
$548K -$253K -5,033 -32%
MW
430
Marcum Wealth
Ohio
$543K +$543K +10,802 New
YWP
431
YorkBridge Wealth Partners
New York
$542K -$42.7K -850 -7%
WS
432
Wedbush Securities
California
$541K -$466K -9,269 -46%
DFG
433
Demars Financial Group
Washington
$531K -$88.3K -1,757 -14%
PTC
434
Private Trust Company
Ohio
$527K +$87.9K +1,750 +20%
EW
435
Element Wealth
Mississippi
$526K +$35.7K +710 +7%
RC
436
Rovin Capital
Arizona
$523K +$523K +10,417 New
IAA
437
Independent Advisor Alliance
North Carolina
$507K +$7.19K +143 +1%
BCM
438
Brasada Capital Management
Texas
$504K +$31.8K +633 +7%
SSI
439
Scott & Selber Inc
Texas
$501K – – –
GWMIA
440
Global Wealth Management Investment Advisory
Florida
$485K +$13.5K +269 +3%
FCA
441
FinTrust Capital Advisors
South Carolina
$484K – – –
DA
442
Doliver Advisors
Texas
$481K +$481K +9,571 New
CB
443
Commerce Bank
Missouri
$473K – – –
BCP
444
Blue Chip Partners
Michigan
$468K -$55K -1,095 -11%
BO
445
BRR OpCo
Ohio
$462K +$301 +6 +0.1%
IA
446
Insight Advisors
Pennsylvania
$450K +$54 +1 +0%
SSWM
447
Sheets Smith Wealth Management
North Carolina
$449K -$3.11K -62 -0.7%
JHCP
448
Jackson Hole Capital Partners
Oklahoma
$446K – – –
GP
449
Girard Partners
Pennsylvania
$444K -$36.6K -731 -8%
CCFM
450
Clear Creek Financial Management
Washington
$443K +$41.3K +821 +10%
16 17
18
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