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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$702M
2
HI
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
PI
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$92M
2
UBS Group
UBS Group
Switzerland
$93.5M
3
Jane Street
Jane Street
New York
$0
4
TCM
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
$20.7M +$20.7M +556,521 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$18.7M – – –
BlackRock
28
BlackRock
New York
$18M +$17.1M +464,166 +1,739%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$17.2M +$1.45M +39,456 +9%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$17M +$2.07M +55,686 +14%
SPC
31
Sigma Planning Corp
Michigan
$16.7M +$8.67M +235,959 +109%
SFA
32
Stewardship Financial Advisors
Georgia
$15.7M -$2.56M -69,665 -14%
Mariner
33
Mariner
Kansas
$15.1M +$2.36M +64,181 +18%
FAAS
34
First Allied Advisory Services
California
$14.1M +$13.4M +364,306 +1,828%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$14.1M -$1.43M -38,916 -9%
CWM
36
Connecticut Wealth Management
Connecticut
$13.6M +$13.6M +371,329 New
CA
37
Cetera Advisors
Colorado
$12.2M -$1.02M -27,714 -8%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$11.6M +$440K +11,969 +4%
MA
39
Mutual Advisors
Nebraska
$11.4M +$9.64M +262,327 +547%
BAAM
40
Baker Avenue Asset Management
California
$11.4M +$6.81M +185,321 +150%
AssetMark Inc
41
AssetMark Inc
California
$10.6M -$2.59M -70,502 -20%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$9.65M +$2.17M +59,149 +29%
FI
43
FormulaFolio Investments
Michigan
$9.54M -$179K -4,876 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$9.06M -$2.95M -80,225 -25%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.65M +$587K +15,965 +7%
WP
46
WealthShield Partners
North Carolina
$8.21M +$2.17M +59,128 +36%
SCA
47
Stuart Chaussee & Associates
California
$8.06M +$8.06M +219,297 New
CWM
48
Cornerstone Wealth Management
Missouri
$7.93M +$3.48M +49,293 +78%
IWA
49
Independence Wealth Advisors
Virginia
$7.71M +$7.71M +209,677 New
LNC
50
Lincoln National Corp
Pennsylvania
$7.44M +$1.41M +38,299 +23%
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