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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$584M
2
FCB
2
First Command Bank
Texas
$156M
3
FCFS
3
First Command Financial Services
Texas
$156M
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Morgan Stanley
5
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
3
Allstate Corporation
Illinois
$0
4
TC
4
Trilogy Capital
California
$0
5
CAN
5
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$81.2M -$29.3K -582 -0%
RJA
27
Raymond James & Associates
Florida
$79.6M +$1.34M +26,592 +2%
PAG
28
Private Advisor Group
New Jersey
$75.8M +$2.08M +41,358 +3%
UTC
29
Unified Trust Company
Kentucky
$73.7M +$327K +6,497 +0.4%
Mariner
30
Mariner
Kansas
$64M +$4.76M +94,437 +8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$56.3M +$4.9M +97,376 +10%
NFC
32
Northeast Financial Consultants
Connecticut
$51.5M +$714K +14,185 +1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$49.4M -$996K -19,779 -2%
ACG
34
Arch Capital Group
Bermuda
$48.9M +$247K +4,901 +0.5%
CP
35
Corbenic Partners
Pennsylvania
$48.8M +$2.33M +46,363 +5%
LFA
36
Legacy Financial Advisors
Kentucky
$43.4M +$486K +9,659 +1%
MC
37
McMorgan & Co
California
$43.2M +$43.2M +858,514 New
SPIA
38
Steward Partners Investment Advisory
New York
$41M -$276K -5,481 -0.7%
5L
39
55I LLC
Massachusetts
$39.7M +$20M +397,346 +101%
KAS
40
Kestra Advisory Services
Texas
$39.6M +$2.96M +58,815 +8%
SSWG
41
Seven Springs Wealth Group
Tennessee
$39.1M +$9.43M +187,289 +32%
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$38.8M +$1.51M +29,912 +4%
SPC
43
Sigma Planning Corp
Michigan
$38.4M +$1.83M +36,437 +5%
CWP
44
Concord Wealth Partners
Virginia
$38.2M +$4.33M +85,976 +13%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$37M -$42M – –
GC
46
Gratus Capital
Georgia
$36.8M +$1.57M +31,166 +4%
AWM
47
Avior Wealth Management
Nebraska
$32.4M +$1.95M +38,551 +6%
WP
48
WealthPLAN Partners
Nebraska
$31.5M +$535K +10,180 +2%
AAS
49
Avantax Advisory Services
Texas
$30.7M +$4.18M +83,032 +16%
TGAM
50
TBH Global Asset Management
Tennessee
$30.7M +$1.03M +20,495 +3%
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