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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$120M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
3
LPL Financial
California
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$780M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
2
BlackRock
New York
$223M
3
FCFS
3
First Command Financial Services
Texas
$96.6M
4
FCB
4
First Command Bank
Texas
$96.6M
5
MC
5
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$87M +$7.56M +150,467 +10%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$83M -$10.4M -206,349 -11%
UTC
28
Unified Trust Company
Kentucky
$73.3M -$220K -4,388 -0.3%
Mariner
29
Mariner
Kansas
$66.3M +$2.44M +48,515 +4%
NFC
30
Northeast Financial Consultants
Connecticut
$58.9M +$7.6M +151,309 +15%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$56.2M +$16.8K +335 +0%
CP
32
Corbenic Partners
Pennsylvania
$54.1M +$5.44M +108,218 +11%
ACG
33
Arch Capital Group
Bermuda
$49.1M +$168K +3,334 +0.3%
LFA
34
Legacy Financial Advisors
Kentucky
$43.7M +$390K +7,770 +0.9%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$43.6M -$5.65M -112,545 -11%
KAS
36
Kestra Advisory Services
Texas
$42.1M +$2.64M +52,545 +7%
SPIA
37
Steward Partners Investment Advisory
New York
$42.1M +$1.23M +24,496 +3%
SSWG
38
Seven Springs Wealth Group
Tennessee
$42.1M +$3.1M +61,715 +8%
SPC
39
Sigma Planning Corp
Michigan
$40.1M +$1.85M +36,841 +5%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$40.1M +$1.38M +27,380 +4%
GC
41
Gratus Capital
Georgia
$37.3M +$614K +12,215 +2%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$36.2M -$37M – –
WP
43
WealthPLAN Partners
Nebraska
$35.4M +$2.89M +53,308 +9%
AWM
44
Avior Wealth Management
Nebraska
$35M +$2.79M +55,447 +9%
CWP
45
Concord Wealth Partners
Virginia
$34M -$4.1M -81,643 -11%
AAS
46
Avantax Advisory Services
Texas
$33.1M +$2.44M +48,523 +8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$33M +$3.55M +70,752 +12%
TGAM
48
TBH Global Asset Management
Tennessee
$31.9M +$1.33M +26,448 +4%
PWM
49
Pacific Wealth Management
California
$28.6M +$288K +5,737 +1%
KFS
50
Kelly Financial Services
Massachusetts
$28.1M -$1.45B -28,834,306 -98%
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