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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
$584M
2
FCB
First Command Bank
Texas
$156M
3
FCFS
First Command Financial Services
Texas
$156M
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Morgan Stanley
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
Allstate Corporation
Illinois
$0
4
TC
Trilogy Capital
California
$0
5
CAN
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
501
Winfield Associates
Ohio
$286K +$2.52K +50 +0.9%
HWMA
502
Heritage Wealth Management (Arizona)
Arizona
$283K -$3.17K -63 -1%
WSFS
503
Wilmington Savings Fund Society
Delaware
$282K -$31.2K -620 -10%
PPP
504
Private Portfolio Partners
New Jersey
$278K +$3.83K +76 +1%
SNT
505
Security National Trust
West Virginia
$275K – – –
APWA
506
Atlas Private Wealth Advisors
New Jersey
$272K -$24.2K -479 -8%
HAIM
507
Hunter Associates Investment Management
Pennsylvania
$272K – – –
RIA
508
Realta Investment Advisors
Delaware
$270K +$27.8K +553 +11%
CBFP
509
Cedar Brook Financial Partners
Ohio
$269K -$172K -3,420 -39%
CCP
510
Corient Capital Partners
California
$269K – – –
AWMT
511
AAFMAA Wealth Management & Trust
North Carolina
$269K +$12.3K +244 +5%
TPWA
512
TRUE Private Wealth Advisors
Oregon
$268K +$268K +5,327 New
SF
513
Symphony Financial
Texas
$263K -$42K -834 -14%
RHP
514
Royal Harbor Partners
Texas
$263K +$5.14K +102 +2%
RC
515
Randolph Company
Ohio
$262K +$262K +5,195 New
ACM
516
Advisors Capital Management
New Jersey
$260K -$18.4K -365 -7%
FA
517
FMA Advisory
Pennsylvania
$258K +$30.1K +597 +13%
CWA
518
Clarus Wealth Advisors
Arizona
$257K +$5.08K +99 +2%
MSAM
519
Moloney Securities Asset Management
Missouri
$255K -$5.38M -106,870 -95%
BFG
520
Berger Financial Group
Minnesota
$253K -$13.3K -264 -5%
SCM
521
SOL Capital Management
Maryland
$252K – – –
HIS
522
Horizon Investment Services
Indiana
$252K +$252K +4,999 New
First Manhattan
523
First Manhattan
New York
$251K +$251K +5,000 New
SFS
524
Summit Financial Strategies
Ohio
$245K – – –
ZIM
525
Zacks Investment Management
Illinois
$243K +$243K +4,828 New
19 20
21
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