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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

580 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 256 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+85
Holders Change %
+17.17%
% of All Funds
10.29%
Holding in Top 10
76
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.58%
% of All Funds
1.35%
New
117
Increased
256
Reduced
131
Closed
20
Calls
$9.53M
Puts
–
Net Calls
+$9.53M
Net Calls Change
+$9.52M

Top Buyers

1
BlackRock
BlackRock
New York
$431M
2
HighTower Advisors
HighTower Advisors
Illinois
$103M
3
AC
Allstate Corporation
Illinois
$51.5M
4
FCAS
First Command Advisory Services
Texas
$1.21B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$295M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$71.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$43.2M
3
SL
Systelligence LLC
Minnesota
$8.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$99M
5
RJA
Raymond James & Associates
Florida
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
SOL Capital Management
Maryland
$224K +$224K +5,000 New
MCM
477
MAI Capital Management
Ohio
$224K +$224K +5,001 New
AF
478
Advisornet Financial
Minnesota
$219K +$806 +18 +0.4%
SFS
479
Summit Financial Strategies
Ohio
$218K +$218K +4,870 New
BAM
480
Belpointe Asset Management
Nevada
$217K +$69.2K +1,544 +47%
CWA
481
Clarus Wealth Advisors
Arizona
$216K +$216K +4,735 New
RIA
482
Realta Investment Advisors
Delaware
$216K +$216K +4,811 New
FFA
483
Fragasso Financial Advisors
Pennsylvania
$215K -$22.7K -507 -10%
CPO
484
Cerity Partners OCIO
New York
$215K +$215K +4,803 New
HIM
485
HawsGoodwin Investment Management
Tennessee
$211K -$15.5K -347 -7%
FNWM
486
Financial Network Wealth Management
Utah
$211K +$211K +4,700 New
V
487
Veritable
Delaware
$210K +$210K +4,689 New
IWA
488
Independence Wealth Advisors
Virginia
$208K +$208K +4,634 New
SCA
489
Snowden Capital Advisors
New York
$206K +$206K +4,594 New
MFW
490
Meristem Family Wealth
Minnesota
$204K +$204K +4,560 New
Fisher Asset Management
491
Fisher Asset Management
Washington
$203K +$203K +4,528 New
HIP
492
HUB Investment Partners
Texas
$202K +$202K +5,070 New
MSAM
493
Moloney Securities Asset Management
Missouri
$200K +$200K +4,473 New
S
494
SignatureFD
Georgia
$195K – – –
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$190K +$79K +1,762 +71%
BFC
496
Bedel Financial Consulting
Indiana
$187K +$19.2K +428 +11%
CWA
497
Clearview Wealth Advisors
Oregon
$179K +$179K +3,989 New
MCC
498
Money Concepts Capital
Florida
$175K +$175K +3,907 New
WEC
499
Winslow Evans & Crocker
Massachusetts
$157K +$44.9K +1,000 +40%
CAAS
500
Capital Asset Advisory Services
Michigan
$135K +$94.6K +2,110 +234%
18 19
20
21 22