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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
451
Lincoln Capital
Nebraska
$442K +$98.9K +1,969 +29%
WMA
452
Wealth Management Associates
New Jersey
$440K +$2.66K +53 +0.6%
VVP
453
Venture Visionary Partners
Ohio
$437K +$437K +8,712 New
SAM
454
Silvercrest Asset Management
New York
$430K -$27.5K -548 -6%
PFA
455
Pettinga Financial Advisors
Indiana
$425K +$90.3K +1,797 +27%
HDIM
456
Hanson & Doremus Investment Management
Vermont
$421K -$74K -1,473 -15%
DWM
457
Destination Wealth Management
California
$415K -$6.18K -123 -1%
CF
458
Copperwynd Financial
Arizona
$414K -$36.1K -718 -8%
CRWM
459
Castle Rock Wealth Management
California
$413K -$51.7K -957 -11%
DIA
460
Davidson Investment Advisors
Montana
$408K +$408K +8,117 New
FNWM
461
Financial Network Wealth Management
Utah
$408K +$408K +8,119 New
SA
462
Stewardship Advisors
Pennsylvania
$407K -$699K -13,907 -63%
CWA
463
Core Wealth Advisors
Florida
$406K +$15.4K +306 +4%
FIM
464
Freedom Investment Management
Connecticut
$401K +$26.8K +534 +7%
MWM
465
Mascoma Wealth Management
New Hampshire
$400K -$52.8K -1,050 -12%
NAM
466
NorthCoast Asset Management
Connecticut
$400K +$53.8K +1,071 +16%
ECM
467
Evergreen Capital Management
Washington
$399K +$399K +7,939 New
SFA
468
Source Financial Advisors
New York
$395K -$8.94K -178 -2%
CPO
469
Cerity Partners OCIO
New York
$393K -$12.4K -248 -3%
AIM
470
Alhambra Investment Management
Florida
$389K -$20.1K -400 -5%
GW
471
GW & Wade
Massachusetts
$388K +$49.5K +985 +15%
AUB
472
Atlantic Union Bankshares
Virginia
$378K – – –
PFWA
473
Paces Ferry Wealth Advisors
Georgia
$377K -$3.02K -60 -0.8%
GC
474
Grimes & Company
Massachusetts
$376K +$49.2K +979 +15%
MP
475
McDonald Partners
Ohio
$374K +$1.36K +27 +0.4%
17 18
19
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