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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.

New
Increased
Maintained
Reduced
Closed
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
Kelly Financial Services
Massachusetts
+$572M
2
FCB
First Command Bank
Texas
+$105M
3
FCFS
First Command Financial Services
Texas
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$44.6M
5
Morgan Stanley
Morgan Stanley
New York
+$44.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$43.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42M
3
AC
Allstate Corporation
Illinois
-$27.8M
4
TC
Trilogy Capital
California
-$25M
5
CAN
Cetera Advisor Networks
California
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
476
GW & Wade
Massachusetts
$339K +$339K +6,741 New
IWP
477
Insight Wealth Partners
Texas
$336K +$25.7K +510 +8%
PFA
478
Pettinga Financial Advisors
Indiana
$336K +$93.7K +1,858 +39%
RF
479
Rollins Financial
Georgia
$335K -$25.2K -500 -7%
BW
480
Bison Wealth
Georgia
$335K +$32.5K +645 +11%
LC
481
Lindbrook Capital
California
$334K – – –
AWA
482
Alta Wealth Advisors
Massachusetts
$332K +$1.31K +26 +0.4%
TC
483
Telemus Capital
Michigan
$331K – – –
FFA
484
Founders Financial Alliance
North Carolina
$327K -$4.42K -88 -1%
GC
485
Grimes & Company
Massachusetts
$327K +$327K +6,498 New
TCA
486
Transcend Capital Advisors
New Jersey
$327K +$327K +6,500 New
ARC
487
Advisor Resource Council
Texas
$325K +$325K +6,454 New
ACM
488
Ayrshire Capital Management
Connecticut
$320K -$24.6K -489 -7%
AFAS
489
Acorn Financial Advisory Services
Virginia
$319K +$319K +6,335 New
HFA
490
High Falls Advisors
New York
$313K +$32.8K +650 +12%
FCFC
491
First Commonwealth Financial Corp
Pennsylvania
$312K – – –
MFG
492
Magnus Financial Group
New York
$303K +$554 +11 +0.2%
BCA
493
Bay Colony Advisors
Massachusetts
$302K +$25.2K +501 +9%
MFM
494
Mirsky Financial Management
New York
$301K -$4.46M -88,360 -94%
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
$300K -$65K -1,293 -18%
GSEP
496
Golden State Equity Partners
California
$296K +$296K +5,884 New
FFA
497
First Foundation Advisors
California
$287K – – –
AF
498
Advisornet Financial
Minnesota
$287K +$1.61K +32 +0.6%
GAM
499
Geier Asset Management
Maryland
$286K -$20.3K -403 -7%
VAM
500
Verity Asset Management
North Carolina
$286K +$1.21K +24 +0.4%
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