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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
451
Alhambra Investment Management
Florida
$410K -$9.82K -195 -2%
CG
452
Clarus Group
Texas
$408K -$12.8K -251 -3%
CPO
453
Cerity Partners OCIO
New York
$407K +$51.1K +1,014 +14%
SFA
454
Source Financial Advisors
New York
$405K +$20.9K +415 +5%
CCFM
455
Clear Creek Financial Management
Washington
$402K +$402K +7,991 New
CWA
456
Core Wealth Advisors
Florida
$392K +$2.52K +50 +0.6%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$392K +$30.1K +756 +8%
PFWA
458
Paces Ferry Wealth Advisors
Georgia
$381K +$5.19K +103 +1%
AUB
459
Atlantic Union Bankshares
Virginia
$379K – – –
FIM
460
Freedom Investment Management
Connecticut
$375K +$11.6K +231 +3%
WCM
461
Whitener Capital Management
North Carolina
$374K +$374K +7,444 New
MP
462
McDonald Partners
Ohio
$373K +$1.46K +29 +0.4%
M&T Bank
463
M&T Bank
New York
$371K -$168K -3,339 -31%
WI
464
Wintrust Investments
Illinois
$369K -$1.78M -35,342 -83%
MLIC
465
Mandatum Life Insurance Company
Finland
$368K – – –
FCT
466
Family Capital Trust
Massachusetts
$368K – – –
MAM
467
McLean Asset Management
Virginia
$366K +$1.89K +37 +0.5%
NEPWA
468
New England Private Wealth Advisors
Massachusetts
$366K +$2.17K +43 +0.6%
PA
469
Planning Alternatives
Michigan
$359K -$20.7K -411 -5%
DSAM
470
Dock Street Asset Management
Florida
$359K – – –
TCM
471
Tandem Capital Management
New Jersey
$358K – – –
SAM
472
SignalPoint Asset Management
Missouri
$357K -$8.56K -170 -2%
ACG
473
Allen Capital Group
Nebraska
$356K +$39.8K +789 +13%
NAM
474
NorthCoast Asset Management
Connecticut
$347K +$101 +2 +0%
LC
475
Lincoln Capital
Nebraska
$344K +$344K +6,828 New
17 18
19
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