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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.65%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$217M
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Bank of America
Bank of America
North Carolina
$445M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$558M
5
Wells Fargo
Wells Fargo
California
$123M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.09M
2
SWMG
Sanchez Wealth Management Group
Florida
$0
3
ASN
Advisory Services Network
Georgia
$1.46M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$13.4M +$13.4M +402,723 New
AG
27
Advisor Group
Arizona
$13.1M +$954K +28,740 +8%
AssetMark Inc
28
AssetMark Inc
California
$11.9M +$5.55M +167,300 +87%
CA
29
Cetera Advisors
Colorado
$11.9M +$3.62M +108,969 +44%
Mariner
30
Mariner
Kansas
$11.5M +$268K +8,091 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$10.8M +$1.14M +34,302 +12%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$10.1M +$1.88M +56,640 +23%
FI
33
FormulaFolio Investments
Michigan
$9.8M – – –
PI
34
PFS Investments
Georgia
$7.9M -$307K -9,097 -4%
HighTower Advisors
35
HighTower Advisors
Illinois
$7.27M +$475K +14,338 +7%
SPC
36
Sigma Planning Corp
Michigan
$7.21M +$642K +19,345 +10%
CAN
37
Cetera Advisor Networks
California
$6.96M +$60.6K +1,826 +0.9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$6.75M +$4.87M +146,793 +260%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.53M +$2.97M +89,395 +83%
DF
40
Donoghue Forlines
Massachusetts
$6.22M +$1.49M +44,970 +32%
BTS
41
BB&T Securities
Virginia
$5.58M +$1.3M +39,277 +30%
WP
42
WealthShield Partners
North Carolina
$5.45M -$5.38K -162 -0.1%
LNC
43
Lincoln National Corp
Pennsylvania
$5.44M +$502K +15,143 +10%
HB
44
Homrich & Berg
Georgia
$5.29M +$1.77M +53,386 +50%
Jane Street
45
Jane Street
New York
$5.25M -$951K -28,659 -15%
LFA
46
Legacy Financial Advisors
Kentucky
$5.15M +$360K +10,841 +8%
EWA
47
ERTS Wealth Advisors
Michigan
$5.11M +$5.11M +154,139 New
NAM
48
North American Management
Massachusetts
$5.06M +$394K +11,881 +8%
FA
49
FC Advisory
Pennsylvania
$5.03M +$89.6K +2,701 +2%
TCM
50
Towercrest Capital Management
Pennsylvania
$5.03M -$475K -14,323 -9%
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