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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$297M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
3
UTC
Unified Trust Company
Kentucky
+$70.3M
4
Ameriprise
Ameriprise
Minnesota
+$47M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.2M
2
AC
Allstate Corporation
Illinois
-$27.8M
3
BlackRock
BlackRock
New York
-$25.6M
4
TIA
Traphagen Investment Advisors
New Jersey
-$20.7M
5
SCP
Syntal Capital Partners
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
501
Advisors Capital Management
New Jersey
$266K +$266K +5,519 New
PPP
502
Private Portfolio Partners
New Jersey
$263K +$10.1K +210 +4%
SNT
503
Security National Trust
West Virginia
$263K – – –
HAIM
504
Hunter Associates Investment Management
Pennsylvania
$261K – – –
CCP
505
Corient Capital Partners
California
$258K +$258K +5,339 New
SEIA
506
Signature Estate & Investment Advisors
California
$256K -$77.2K -1,598 -23%
BFG
507
Berger Financial Group
Minnesota
$255K -$104K -2,149 -29%
RHP
508
Royal Harbor Partners
Texas
$247K – – –
HIP
509
HUB Investment Partners
Texas
$247K +$2.51K +52 +1%
AWMT
510
AAFMAA Wealth Management & Trust
North Carolina
$246K -$915 -19 -0.4%
CWA
511
Clarus Wealth Advisors
Arizona
$243K +$8.85K +179 +4%
SCM
512
SOL Capital Management
Maryland
$241K – – –
COF
513
Capital One Financial
Virginia
$238K -$158K -3,270 -40%
SFS
514
Summit Financial Strategies
Ohio
$235K – – –
BFEC
515
Benjamin F. Edwards & Company
Missouri
$233K -$39.3K -812 -14%
PFA
516
Pettinga Financial Advisors
Indiana
$232K -$288K -5,969 -55%
LWMG
517
Levy Wealth Management Group
Pennsylvania
$232K -$91.4K -1,892 -28%
RIA
518
Realta Investment Advisors
Delaware
$232K +$96 +2 +0%
FNWM
519
Financial Network Wealth Management
Utah
$227K – – –
V
520
Veritable
Delaware
$226K – – –
SAA
521
Southeast Asset Advisors
Georgia
$224K -$54.7K -1,130 -20%
MFW
522
Meristem Family Wealth
Minnesota
$220K – – –
SCA
523
Snowden Capital Advisors
New York
$219K -$2.41K -50 -1%
FA
524
FMA Advisory
Pennsylvania
$218K +$218K +4,520 New
DWM
525
Darwin Wealth Management
Florida
$215K -$47.7K -990 -18%
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