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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

209 hedge funds and large institutions have $1.96B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
29
Increased
105
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$438M
3
CWM
3
Cornerstone Wealth Management
Missouri
$57.6M
4
Mariner
4
Mariner
Kansas
$13.2M
5
Jane Street
5
Jane Street
New York
$8.27M

Top Sellers

1
FCFS
1
First Command Financial Services
Texas
$38K
2
FCAS
2
First Command Advisory Services
Texas
$3.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.4M
4
MWM
4
Mascoma Wealth Management
New Hampshire
$289K
5
NAM
5
North American Management
Massachusetts
$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$8.06M +$443K +12,909 +6%
USAA
27
United Services Automobile Association
Texas
$7.9M +$34 +1 +0%
FPGK
28
Financial Partners Group (Kansas)
Kansas
$7.8M +$772K +22,530 +11%
HighTower Advisors
29
HighTower Advisors
Illinois
$7.25M -$117K -3,406 -2%
F
30
F3Logic
Minnesota
$7.18M +$3.24M +93,884 +82%
PI
31
PFS Investments
Georgia
$7.04M +$7.04M +199,801 New
SPC
32
Sigma Planning Corp
Michigan
$6.96M +$492K +14,364 +8%
SWMG
33
Sanchez Wealth Management Group
Florida
$6.06M +$69.4K +2,026 +1%
FI
34
FormulaFolio Investments
Michigan
$5.86M +$1.18M +34,406 +25%
PAG
35
Private Advisor Group
New Jersey
$5.56M -$1.46M -42,468 -21%
WP
36
WealthShield Partners
North Carolina
$5.54M +$420K +12,185 +8%
TCM
37
Towercrest Capital Management
Pennsylvania
$5.35M -$3.22K -94 -0.1%
NAM
38
North American Management
Massachusetts
$5.3M -$3.25M -94,688 -38%
FA
39
FC Advisory
Pennsylvania
$4.93M -$167K -4,880 -3%
CAN
40
Cetera Advisor Networks
California
$4.92M +$1.34M +39,042 +37%
LFA
41
Legacy Financial Advisors
Kentucky
$4.91M +$587K +16,698 +14%
CA
42
Cetera Advisors
Colorado
$4.82M +$175K +5,107 +4%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$4.79M – – –
LNC
44
Lincoln National Corp
Pennsylvania
$4.77M +$394K +11,491 +9%
Citigroup
45
Citigroup
New York
$4.48M +$759K +22,145 +20%
SEI Investments
46
SEI Investments
Pennsylvania
$4.24M +$4.21M +122,751 +11,883%
FCAS
47
First Command Advisory Services
Texas
$3.76M -$83.2M -2,422,969 -96%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$3.71M +$108K +3,153 +3%
ASN
49
Advisory Services Network
Georgia
$3.68M +$1.96M +54,530 +114%
PA
50
Planning Alternatives
Michigan
$3.66M -$26.7K -778 -0.7%
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