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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
476
Hudock Inc
Pennsylvania
$4K -$5.5K -147 -58%
DI
477
Disciplined Investments
Oklahoma
$4K – – –
CAL
478
Capital Analysts LLC
Pennsylvania
$4K +$4K +105 New
NNP
479
Nachman Norwood & Parrott
South Carolina
$3K +$3K +71 New
AAP
480
Arax Advisory Partners
Colorado
$2K – – –
RCA
481
Rowland Carmichael Advisors
Arizona
$2K – – –
MA
482
MCF Advisors
Kentucky
$2K +$2K +47 New
FP
483
Fiduciary Planning
Florida
$2K +$2K +55 New
HIA
484
Harbor Investment Advisory
Maryland
$1K – – –
AW
485
Avion Wealth
Texas
$1K – – –
CB
486
CNB Bank
Pennsylvania
$1K – – –
TPWA
487
TRUE Private Wealth Advisors
Oregon
$1K – – –
SQA
488
Simon Quick Advisors
New Jersey
$1K +$48 +1 +5%
BWM
489
BerganKDV Wealth Management
Minnesota
$1K +$143 +3 +17%
SIM
490
Sonora Investment Management
Arizona
$1K +$1K +31 New
SXL
491
Summit X LLC
Missouri
$995 -$5.16K -40,778 -84%
FCA
492
FinTrust Capital Advisors
South Carolina
$384 +$94 +2,357 +32%
Koshinski Asset Management
493
Koshinski Asset Management
Illinois
$315 -$443 -10,598 -58%
WIM
494
Westside Investment Management
California
$25 +$17 +452 +233%
ELI
495
Empire Life Investments
Ontario, Canada
– -$1.87M -49,825 Closed
VF
496
Virtu Financial
New York
– -$1.76M -46,907 Closed
PP
497
Paloma Partners
Connecticut
– -$1.5M -39,903 Closed
IWA
498
Independence Wealth Advisors
Virginia
– -$1.12M -29,835 Closed
SMFS
499
Squar Milner Financial Services
California
– -$939K -24,984 Closed
SEI Investments
500
SEI Investments
Pennsylvania
– -$773K -20,571 Closed
17 18 19
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