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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 %
SWM
451
Selective Wealth Management
Virginia
$7K +$117 +3 +2%
SBL
452
Sargent Bickham Lagudis
Colorado
$6K +$39 +1 +0.7%
EW
453
Evoke Wealth
California
$5K – – –
AIM
454
Anchor Investment Management
South Carolina
$4.24K +$75 +2 +2%
DI
455
Disciplined Investments
Oklahoma
$4K +$4K +102 New
RCA
456
Rowland Carmichael Advisors
Arizona
$2K – – –
AAP
457
Arax Advisory Partners
Colorado
$2K – – –
FI
458
Financial Insights
Washington
$1.34K -$805 -12,777 -38%
SQA
459
Simon Quick Advisors
New Jersey
$1K -$50 -1 -5%
BWM
460
BerganKDV Wealth Management
Minnesota
$1K – – –
HIA
461
Harbor Investment Advisory
Maryland
$1K – – –
CB
462
CNB Bank
Pennsylvania
$1K – – –
AW
463
Avion Wealth
Texas
$1K – – –
TPWA
464
TRUE Private Wealth Advisors
Oregon
$1K +$1K +28 New
WIM
465
Westside Investment Management
California
$7 – +1 +0.5%
PA
466
Parallel Advisors
California
– -$3.39M -103,888 Closed
AW
467
ACG Wealth
Georgia
– -$1.36M -41,599 Closed
KIM
468
Karpus Investment Management
New York
– -$1.18M -36,130 Closed
TI
469
Trexquant Investment
Connecticut
– -$882K -27,055 Closed
V
470
Veritable
Delaware
– -$831K -25,489 Closed
WWM
471
WJ Wealth Management
Arizona
– -$736K -22,588 Closed
PJSIMP
472
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$636K -19,500 Closed
FFA
473
Fragasso Financial Advisors
Pennsylvania
– -$502K -15,417 Closed
HFS
474
Howard Financial Services
Texas
– -$443K -13,600 Closed
XS
475
XR Securities
Illinois
– -$430K -13,195 Closed
16 17 18
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