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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
AssetMark Inc
2
AssetMark Inc
California
$23M
3
Bank of America
3
Bank of America
North Carolina
$224M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$137M
5
NAM
5
North American Management
Massachusetts
$7.7M

Top Sellers

1
EDRIA
1
Edmonds Duncan Registered Investment Advisors
Kansas
$1.16M
2
Jane Street
2
Jane Street
New York
$4.03M
3
SVCP
3
Silicon Valley Capital Partners
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$2.05M
5
CCP
5
Cardan Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$4M 123,198 +15,942 +15%
GWM
27
Geneos Wealth Management
Colorado
$3.4M 104,709 +103,974 +14,146%
ICOA
28
Investment Centers of America
North Dakota
$3.14M 96,823 +9,453 +11%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.11M 95,908 +32,503 +51%
RJA
30
Raymond James & Associates
Florida
$2.93M 90,241 +23,788 +36%
LNC
31
Lincoln National Corp
Pennsylvania
$2.88M 88,594 +10,785 +14%
PA
32
Planning Alternatives
Michigan
$2.86M 88,210 +2,362 +3%
CRC
33
Curi RMB Capital
Illinois
$2.8M 86,352 -4,484 -5%
HB
34
Homrich & Berg
Georgia
$2.71M 83,467 +3,817 +5%
TCM
35
Towercrest Capital Management
Pennsylvania
$2.7M 82,995 -1,207 -1%
DWM
36
Destination Wealth Management
California
$2.64M 81,258 -5,392 -6%
FG
37
Fiduciary Group
Georgia
$2.57M 79,137 +8,506 +12%
BTS
38
BB&T Securities
Virginia
$2.52M 77,761 -53,773 -41%
DADC
39
D.A. Davidson & Co
Montana
$2.48M 76,419 +76,419 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$2.4M 73,900 +22,759 +45%
NPC
41
National Planning Corporation
California
$2.38M 73,247 +13,740 +23%
Citigroup
42
Citigroup
New York
$2.28M 70,198 +1,950 +3%
FI
43
FormulaFolio Investments
Michigan
$2.21M 68,149 +4,611 +7%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.21M 68,141 +68,141 New
CCMG
45
Clark Capital Management Group
Pennsylvania
$2.05M 62,995 -68,636 -52%
CFA
46
Carroll Financial Associates
North Carolina
$1.98M 60,237 +3,762 +7%
AWA
47
Arete Wealth Advisors
Illinois
$1.93M 59,394 +5,664 +11%
BW
48
Biegel & Waller
Maryland
$1.92M 59,196 +3,361 +6%
MNA
49
Manning & Napier Advisors
New York
– – – –
AFG
50
Albion Financial Group
Utah
$1.7M 52,271 +1,132 +2%
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