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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
451
Summit X LLC
Missouri
$388K +$6.76K +141 +2%
BWM
452
BigSur Wealth Management
Florida
$386K +$386K +8,000 New
EWA
453
EP Wealth Advisors
California
$384K +$384K +7,963 New
CWA
454
Core Wealth Advisors
Florida
$373K -$23K -477 -6%
CWMU
455
Caliber Wealth Management (Utah)
Utah
$368K -$8.16K -169 -2%
SFA
456
Source Financial Advisors
New York
$368K +$6.47K +134 +2%
PA
457
Planning Alternatives
Michigan
$364K -$457K -9,473 -56%
AUB
458
Atlantic Union Bankshares
Virginia
$363K +$5.07K +105 +1%
PFWA
459
Paces Ferry Wealth Advisors
Georgia
$360K +$42.5K +879 +13%
MAM
460
McLean Asset Management
Virginia
$356K +$1.2K +24 +0.3%
MP
461
McDonald Partners
Ohio
$356K +$1.45K +30 +0.4%
MLIC
462
Mandatum Life Insurance Company
Finland
$353K – – –
FCT
463
Family Capital Trust
Massachusetts
$352K – – –
SAM
464
SignalPoint Asset Management
Missouri
$351K -$6.28K -130 -2%
IAA
465
Independent Advisor Alliance
North Carolina
$350K -$84.2K -1,745 -19%
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$350K -$20.9K -434 -6%
NEPWA
467
New England Private Wealth Advisors
Massachusetts
$349K – – –
FIM
468
Freedom Investment Management
Connecticut
$348K +$348K +7,219 New
RF
469
Rollins Financial
Georgia
$345K +$345K +7,152 New
DSAM
470
Dock Street Asset Management
Florida
$344K -$73.8K -1,529 -18%
TCM
471
Tandem Capital Management
New Jersey
$343K – – –
CPO
472
Cerity Partners OCIO
New York
$341K +$109K +2,261 +47%
DWT
473
Dorsey & Whitney Trust
South Dakota
$338K – – –
NAM
474
NorthCoast Asset Management
Connecticut
$333K +$70.8K +1,465 +27%
FFA
475
Founders Financial Alliance
North Carolina
$332K +$19K +377 +6%
17 18
19
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