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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 %
FP
451
Financial Perspectives
Minnesota
$23.6K +$1.19K +30 +5%
SIC
452
Salem Investment Counselors
North Carolina
$20K – – –
BCM
453
Bourgeon Capital Management
Connecticut
$19K – – –
First Manhattan
454
First Manhattan
New York
$16K – – –
MHR
455
Matthew Hamilton Rosenberg
$16K – – –
BBHC
456
Brown Brothers Harriman & Co
New York
$15K – – –
CCM
457
Covington Capital Management
California
$14K – – –
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K – – –
PFO
459
Pathstone Family Office
New Jersey
$13K -$3.93K -98 -23%
PCG
460
Private Capital Group
Connecticut
$12K – – –
TFGT
461
TS Financial Group (TSFG)
Illinois
$12K – – –
OC
462
Oakworth Capital
Alabama
$11K – – –
BWM
463
Baystate Wealth Management
Massachusetts
$11K +$77 +2 +0.7%
FHC
464
First Horizon Corporation
Tennessee
$11K +$11K +286 New
AWA
465
Arkadios Wealth Advisors
Georgia
$11K -$9.26K -224 -46%
RCA
466
Ranch Capital Advisors
Florida
$10K +$74 +2 +0.7%
MWC
467
MBM Wealth Consultants
Missouri
$10K +$10K +263 New
F
468
F3Logic
Minnesota
$9.14K -$826 -20,754 -8%
AWMS
469
Advocacy Wealth Management Services
Georgia
$9K -$12.5K -307 -58%
TCOV
470
Trust Company of Vermont
Vermont
$8K -$147K -3,679 -95%
TIM
471
Tortoise Investment Management
New York
$8K – – –
SWM
472
Selective Wealth Management
Virginia
$7K +$39 +1 +0.6%
EW
473
Evoke Wealth
California
$6K – – –
SBL
474
Sargent Bickham Lagudis
Colorado
$6K +$39 +1 +0.6%
APWM
475
Atlas Private Wealth Management
New York
$5K +$5K +125 New
17 18
19
20 21