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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 %
TIA
501
Traphagen Investment Advisors
New Jersey
$319K -$152K -3,019 -32%
FA
502
FDx Advisors
Illinois
$314K -$97.3K -1,933 -24%
FFA
503
First Foundation Advisors
California
$311K +$25.1K +500 +9%
DSAM
504
Dock Street Asset Management
Florida
$309K -$49.1K -977 -14%
SMG
505
Smart Money Group
Texas
$307K +$307K +6,113 New
SIM
506
Studio Investment Management
Illinois
$307K +$307K +6,115 New
RC
507
Randolph Company
Ohio
$302K +$41.4K +825 +16%
MFG
508
Magnus Financial Group
New York
$299K -$3.17K -63 -1%
BFC
509
Bedel Financial Consulting
Indiana
$298K +$110K +2,186 +58%
AFAS
510
Acorn Financial Advisory Services
Virginia
$294K -$24.6K -490 -8%
GSEP
511
Golden State Equity Partners
California
$292K -$3.36K -67 -1%
BPA
512
Beacon Pointe Advisors
California
$290K -$135K -2,694 -32%
RRA
513
Round Rock Advisors
Connecticut
$287K +$287K +5,719 New
WA
514
Winfield Associates
Ohio
$285K – – –
AF
515
Advisornet Financial
Minnesota
$284K -$1.86K -37 -0.6%
HWMA
516
Heritage Wealth Management (Arizona)
Arizona
$282K – – –
ACM
517
AlphaStar Capital Management
North Carolina
$280K +$280K +5,296 New
WAG
518
Winthrop Advisory Group
Massachusetts
$280K +$280K +5,573 New
SNT
519
Security National Trust
West Virginia
$275K – – –
HAIM
520
Hunter Associates Investment Management
Pennsylvania
$271K – – –
RIA
521
Realta Investment Advisors
Delaware
$270K +$151 +3 +0.1%
AWMT
522
AAFMAA Wealth Management & Trust
North Carolina
$268K -$1.31K -26 -0.5%
CCP
523
Corient Capital Partners
California
$268K – – –
SF
524
Symphony Financial
Texas
$266K – – –
WFO
525
Wealthgate Family Office
Colorado
$266K +$266K +5,300 New
19 20
21
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