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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
$1.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
UTC
Unified Trust Company
Kentucky
$70.3M
4
Ameriprise
Ameriprise
Minnesota
$352M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42M
2
AC
Allstate Corporation
Illinois
$27.8M
3
BlackRock
BlackRock
New York
$439M
4
TIA
Traphagen Investment Advisors
New Jersey
$1.1M
5
SCP
Syntal Capital Partners
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
526
SteelPeak Wealth
California
$214K +$214K +4,424 New
OPS
527
Orion Portfolio Solutions
Nebraska
$211K +$211K +4,368 New
S
528
SignatureFD
Georgia
$210K – – –
KF
529
Krilogy Financial
Missouri
$203K -$51.4K -1,067 -20%
BFC
530
Bedel Financial Consulting
Indiana
$200K -$1.5K -31 -0.7%
CWA
531
Clearview Wealth Advisors
Oregon
$193K – – –
MCC
532
Money Concepts Capital
Florida
$192K +$3.43K +71 +2%
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$175K -$29K -603 -14%
HIM
534
HawsGoodwin Investment Management
Tennessee
$169K -$58.2K -1,207 -26%
JFA
535
JNBA Financial Advisors
Minnesota
$168K +$30.1K +623 +22%
SBSB
536
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K – – –
TFS
537
TrustCore Financial Services
Tennessee
$141K – – –
SBL
538
Sargent Bickham Lagudis
Colorado
$116K +$626 +13 +0.5%
AA
539
Ancora Advisors
Ohio
$115K -$18.8K -390 -14%
HWA
540
HHM Wealth Advisors
Tennessee
$114K +$3.61K +75 +3%
AIC
541
Archer Investment Corporation
Indiana
$110K – – –
QCG
542
Quadrant Capital Group
Ohio
$109K -$28.8K -598 -21%
VFA
543
Valeo Financial Advisors
Indiana
$106K +$2.03K +42 +2%
HFM
544
Hartford Financial Management
Connecticut
$100K – – –
SCA
545
Stonebridge Capital Advisors
Minnesota
$98K +$98K +2,026 New
FFA
546
Freedman Financial Associates
Massachusetts
$97K – – –
CWM
547
Cranbrook Wealth Management
Michigan
$95K – – –
LFG
548
Larson Financial Group
Missouri
$85K +$289 +6 +0.3%
AIM
549
Anchor Investment Management
South Carolina
$81.5K – – –
KPCM
550
Kings Point Capital Management
New York
$81K +$81K +1,682 New
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