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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
$120M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
LPL Financial
California
$353M
4
Morgan Stanley
Morgan Stanley
New York
$780M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
BlackRock
New York
$223M
3
FCFS
First Command Financial Services
Texas
$96.6M
4
FCB
First Command Bank
Texas
$96.6M
5
MC
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
526
Mirsky Financial Management
New York
$260K -$40.4K -802 -13%
RHP
527
Royal Harbor Partners
Texas
$260K -$2.46K -49 -0.9%
BF
528
BOK Financial
Oklahoma
$260K +$260K +5,178 New
ACM
529
Advisors Capital Management
New Jersey
$259K +$502 +10 +0.2%
CWA
530
Clarus Wealth Advisors
Arizona
$259K +$3.62K +71 +1%
TPWA
531
TRUE Private Wealth Advisors
Oregon
$256K -$11K -219 -4%
MSAM
532
Moloney Securities Asset Management
Missouri
$253K -$2.11K -42 -0.8%
ZIM
533
Zacks Investment Management
Illinois
$253K +$10.4K +206 +4%
SCM
534
SOL Capital Management
Maryland
$251K – – –
WI
535
Wintrust Investments
Illinois
$250K -$119K -2,363 -32%
FA
536
FMA Advisory
Pennsylvania
$248K -$8.68K -173 -3%
SFS
537
Summit Financial Strategies
Ohio
$245K – – –
CBFP
538
Cedar Brook Financial Partners
Ohio
$244K -$24.6K -489 -9%
PD
539
Planning Directions
Pennsylvania
$244K +$244K +4,864 New
HSA
540
HBK Sorce Advisory
Pennsylvania
$242K +$242K +4,826 New
BFG
541
Berger Financial Group
Minnesota
$241K -$11.2K -223 -4%
NCM
542
Noesis Capital Mangement
Florida
$238K +$238K +4,729 New
SCA
543
Snowden Capital Advisors
New York
$234K +$5.48K +109 +2%
SAA
544
Southeast Asset Advisors
Georgia
$233K – – –
SW
545
SVB Wealth
Massachusetts
$233K – – –
MF
546
Montis Financial
Massachusetts
$231K +$231K +4,582 New
V
547
Veritable
Delaware
$229K – – –
ESB
548
Essex Savings Bank
Connecticut
$228K – – –
C
549
Certuity
Florida
$228K +$228K +4,531 New
QC
550
QCM Cayman
Texas
$226K -$262K -5,219 -54%
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