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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 %
OPS
526
Orion Portfolio Solutions
Nebraska
$241K +$21.4K +426 +10%
SW
527
SVB Wealth
Massachusetts
$234K +$234K +4,642 New
SAA
528
Southeast Asset Advisors
Georgia
$233K – – –
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$231K +$48.2K +957 +26%
V
530
Veritable
Delaware
$229K -$7K -139 -3%
SCA
531
Snowden Capital Advisors
New York
$229K – – –
CS
532
Credit Suisse
Switzerland
$226K +$226K +4,480 New
SFO
533
Stokes Family Office
Louisiana
$223K +$223K +4,428 New
ESB
534
Essex Savings Bank
Connecticut
$220K +$220K +4,323 New
S
535
SignatureFD
Georgia
$219K +$453 +9 +0.2%
KF
536
Krilogy Financial
Missouri
$212K – – –
ATC
537
Argent Trust Co
Tennessee
$211K +$211K +4,181 New
SFP
538
Sandbox Financial Partners
Maryland
$211K +$211K +4,183 New
Deutsche Bank
539
Deutsche Bank
Germany
$210K +$210K +4,179 New
COF
540
Capital One Financial
Virginia
$208K -$40.3K -801 -16%
SW
541
SteelPeak Wealth
California
$207K -$16.1K -319 -7%
GCA
542
Guardian Capital Advisors
Ontario, Canada
$204K +$204K +4,000 New
MIC
543
Means Investment Company
Maine
$204K +$204K +4,043 New
CWA
544
Clearview Wealth Advisors
Oregon
$201K – – –
SCA
545
Stonebridge Capital Advisors
Minnesota
$200K +$100K +2,026 +100%
BFC
546
Bedel Financial Consulting
Indiana
$188K -$20K -397 -10%
JFA
547
JNBA Financial Advisors
Minnesota
$180K +$5.08K +101 +3%
HIM
548
HawsGoodwin Investment Management
Tennessee
$176K – – –
BCWM
549
Bartlett & Co Wealth Management
Ohio
$175K +$121K +2,404 +224%
BC
550
Bartlett & Co
Ohio
$175K +$121K +2,404 +224%
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