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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.

New
Increased
Maintained
Reduced
Closed
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
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLIC
476
Mandatum Life Insurance Company
Finland
$368K – – –
FCT
477
Family Capital Trust
Massachusetts
$367K – – –
SAM
478
SignalPoint Asset Management
Missouri
$367K +$10.2K +203 +3%
NEPWA
479
New England Private Wealth Advisors
Massachusetts
$366K – – –
TCM
480
Tandem Capital Management
New Jersey
$364K +$6.53K +130 +2%
Koshinski Asset Management
481
Koshinski Asset Management
Illinois
$361K +$61.5K +1,225 +21%
ZB
482
Zions Bancorporation
Utah
$361K +$361K +7,192 New
TCBWMS
483
Texas Capital Bank Wealth Management Services
Texas
$358K -$195K -3,887 -35%
ACG
484
Allen Capital Group
Nebraska
$355K +$201 +4 +0.1%
FFA
485
Founders Financial Alliance
North Carolina
$355K +$27.5K +547 +8%
PA
486
Planning Alternatives
Michigan
$348K -$10.6K -211 -3%
BFIM
487
Beese Fulmer Investment Management
Ohio
$348K +$348K +6,929 New
TCA
488
Transcend Capital Advisors
New Jersey
$346K – – –
NC
489
NovaPoint Capital
Georgia
$346K +$346K +6,896 New
CG
490
Clarus Group
Texas
$344K -$58K -1,153 -14%
Geode Capital Management
491
Geode Capital Management
Massachusetts
$344K – – –
IWP
492
Insight Wealth Partners
Texas
$340K +$4.23K +84 +1%
SFO
493
Stokes Family Office
Louisiana
$340K +$118K +2,339 +53%
ATC
494
Argent Trust Co
Tennessee
$340K +$130K +2,591 +62%
KWM
495
Keebeck Wealth Management
Illinois
$337K +$337K +6,715 New
BW
496
Bison Wealth
Georgia
$334K – – –
PPP
497
Private Portfolio Partners
New Jersey
$333K +$55.5K +1,104 +20%
AWA
498
Alta Wealth Advisors
Massachusetts
$332K +$1.26K +25 +0.4%
ACM
499
Ayrshire Capital Management
Connecticut
$323K +$3.62K +72 +1%
KF
500
Krilogy Financial
Missouri
$322K +$110K +2,200 +52%
18 19
20
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