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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

580 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 256 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+85
Holders Change %
+17.17%
% of All Funds
10.29%
Holding in Top 10
76
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.58%
% of All Funds
1.35%
New
117
Increased
256
Reduced
131
Closed
20
Calls
$9.53M
Puts
–
Net Calls
+$9.53M
Net Calls Change
+$9.52M

Top Buyers

1
BlackRock
BlackRock
New York
$431M
2
HighTower Advisors
HighTower Advisors
Illinois
$103M
3
AC
Allstate Corporation
Illinois
$51.5M
4
FCAS
First Command Advisory Services
Texas
$1.21B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$295M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$71.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$43.2M
3
SL
Systelligence LLC
Minnesota
$8.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$99M
5
RJA
Raymond James & Associates
Florida
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
451
Bison Wealth
Georgia
$269K – – –
MFG
452
Magnus Financial Group
New York
$269K +$269 +6 +0.1%
CWP
453
Concord Wealth Partners
Virginia
$267K +$267K +5,957 New
CCFM
454
Clear Creek Financial Management
Washington
$266K +$266K +5,942 New
SSI
455
Scott & Selber Inc
Texas
$264K +$24.7K +551 +10%
PWP
456
Principle Wealth Partners
Connecticut
$263K +$263K +5,858 New
BAM
457
Berkshire Asset Management
Pennsylvania
$260K -$22.4K -500 -8%
BF
458
BOK Financial
Oklahoma
$260K +$260K +5,808 New
SAA
459
Southeast Asset Advisors
Georgia
$258K -$56.2K -1,255 -18%
IWP
460
Icon Wealth Partners
Texas
$255K +$255K +5,697 New
BFEC
461
Benjamin F. Edwards & Company
Missouri
$252K +$761 +17 +0.3%
MCWS
462
McKinley Carter Wealth Services
West Virginia
$250K +$250K +5,583 New
APWA
463
Atlas Private Wealth Advisors
New Jersey
$246K +$4.52K +101 +2%
DWM
464
Darwin Wealth Management
Florida
$244K -$203K -4,536 -45%
SNT
465
Security National Trust
West Virginia
$244K – – –
NAM
466
NorthCoast Asset Management
Connecticut
$243K -$33K -737 -12%
HAIM
467
Hunter Associates Investment Management
Pennsylvania
$242K – – –
OIA
468
Optimum Investment Advisors
Illinois
$239K -$13.5K -300 -5%
ECG
469
Edge Capital Group
Georgia
$239K – – –
KF
470
Krilogy Financial
Missouri
$237K +$237K +5,278 New
PPP
471
Private Portfolio Partners
New Jersey
$235K +$235K +5,242 New
WA
472
Winfield Associates
Ohio
$234K – – –
RHP
473
Royal Harbor Partners
Texas
$230K +$1.44K +32 +0.6%
AWMT
474
AAFMAA Wealth Management & Trust
North Carolina
$229K +$229K +5,126 New
CAM
475
Cresset Asset Management
Illinois
$226K -$38.8K -864 -15%
17 18
19
20 21