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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

214 hedge funds and large institutions have $2.27B invested in iShares Core Dividend Growth ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
20
Increased
105
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$524M
2
Bank of America
2
Bank of America
North Carolina
$365M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$203M
4
Morgan Stanley
4
Morgan Stanley
New York
$149M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$27.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$30M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$55.4M
4
F
4
F3Logic
Minnesota
$1.29M
5
LFAS
5
Level Four Advisory Services
Texas
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$9.8M +$3.46M +93,340 +55%
CA
27
Cetera Advisors
Colorado
$9.27M +$4.06M +109,678 +78%
FPGK
28
Financial Partners Group (Kansas)
Kansas
$9.2M +$769K +20,753 +9%
PI
29
PFS Investments
Georgia
$9.02M +$1.61M +43,556 +22%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.87M -$1.63M -43,888 -15%
CAN
31
Cetera Advisor Networks
California
$7.69M +$2.38M +64,332 +45%
HighTower Advisors
32
HighTower Advisors
Illinois
$7.57M -$260K -7,026 -3%
SPC
33
Sigma Planning Corp
Michigan
$7.34M -$193K -5,202 -3%
AssetMark Inc
34
AssetMark Inc
California
$7.14M +$3.25M +87,631 +83%
Jane Street
35
Jane Street
New York
$6.92M -$2.01M -54,307 -23%
SWMG
36
Sanchez Wealth Management Group
Florida
$6.52M -$50.2K -1,349 -0.8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$6.4M +$1.16M +31,349 +22%
TCM
38
Towercrest Capital Management
Pennsylvania
$6.15M +$365K +9,838 +6%
WP
39
WealthShield Partners
North Carolina
$6.13M +$141K +3,780 +2%
FA
40
FC Advisory
Pennsylvania
$5.52M +$192K +5,187 +4%
LNC
41
Lincoln National Corp
Pennsylvania
$5.52M +$359K +9,679 +7%
LFA
42
Legacy Financial Advisors
Kentucky
$5.35M +$172K +4,646 +3%
DF
43
Donoghue Forlines
Massachusetts
$5.29M +$5.29M +142,616 New
NAM
44
North American Management
Massachusetts
$5.21M -$513K -13,855 -9%
BTS
45
BB&T Securities
Virginia
$4.78M +$2.08M +56,111 +77%
HFS
46
HL Financial Services
Kentucky
$4.65M +$4.29M +115,717 +1,175%
FCAS
47
First Command Advisory Services
Texas
$4.42M +$378K +10,231 +9%
Citigroup
48
Citigroup
New York
$4.39M -$459K -12,388 -9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$3.99M -$29.5K -795 -0.7%
HB
50
Homrich & Berg
Georgia
$3.93M +$77.7K +2,096 +2%
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