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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 %
WOSD
501
WFA of San Diego
California
– -$809K -18,976 Closed
AWM
502
Aries Wealth Management
Maine
– -$652K -17,348 Closed
KP
503
Keel Point
Alabama
– -$635K -16,889 Closed
Cerity Partners
504
Cerity Partners
New York
– -$432K -11,500 Closed
VAS
505
Vestmark Advisory Solutions
Massachusetts
– -$357K -9,491 Closed
IFWM
506
Institute for Wealth Management
Colorado
– -$326K -8,682 Closed
SL
507
Stevard LLC
Illinois
– -$291K -7,737 Closed
TCWM
508
Total Clarity Wealth Management
Illinois
– -$290K -7,725 Closed
MWM
509
Marietta Wealth Management
Georgia
– -$264K -7,022 Closed
GT
510
Greenleaf Trust
Michigan
– -$253K -6,722 Closed
CRWM
511
Castle Rock Wealth Management
California
– -$235K -5,953 Closed
CWA
512
Clarus Wealth Advisors
Arizona
– -$219K -5,819 Closed
Fisher Asset Management
513
Fisher Asset Management
Washington
– -$206K -5,474 Closed
FSA
514
Fort Sheridan Advisors
Illinois
– -$202K -5,370 Closed
SCA
515
Stonebridge Capital Advisors
Minnesota
– -$114K -3,026 Closed
MAM
516
Meeder Asset Management
Ohio
– -$69K -1,823 Closed
KWM
517
Keebeck Wealth Management
Illinois
– -$47K -1,262 Closed
OPS
518
Orion Portfolio Solutions
Nebraska
– -$46K -1,222 Closed
RIM
519
Rockbridge Investment Management
New York
– -$25K -670 Closed
17 18 19 20
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