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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 %
AWA
551
Arete Wealth Advisors
Illinois
$172K +$65.8K +26,536 +62%
OC
552
Oakworth Capital
Alabama
$169K +$169K +3,355 New
TFS
553
TrustCore Financial Services
Tennessee
$136K -$10.6K -210 -7%
QCG
554
Quadrant Capital Group
Ohio
$129K +$14.8K +294 +13%
WBC
555
West Branch Capital
Massachusetts
$124K +$124K +2,465 New
SBL
556
Sargent Bickham Lagudis
Colorado
$122K +$655 +13 +0.5%
AA
557
Ancora Advisors
Ohio
$120K – – –
VCM
558
Vigilant Capital Management
Maine
$120K +$120K +2,391 New
AIC
559
Archer Investment Corporation
Indiana
$115K – – –
HFM
560
Hartford Financial Management
Connecticut
$105K – – –
EWM
561
Evermay Wealth Management
Virginia
$102K +$102K +2,023 New
FFA
562
Freedman Financial Associates
Massachusetts
$101K – – –
CWM
563
Cranbrook Wealth Management
Michigan
$99K – – –
FP
564
Financial Perspectives
Minnesota
$99K -$3.11M -61,671 -97%
EI
565
Ellevest Inc
New York
$98K +$49.5K +982 +102%
HWA
566
HHM Wealth Advisors
Tennessee
$94K -$25.1K -499 -21%
LFG
567
Larson Financial Group
Missouri
$94K +$4.89K +97 +5%
AIM
568
Anchor Investment Management
South Carolina
$85.1K +$50 +1 +0.1%
PWS
569
Paragon Wealth Strategies
Florida
$80K +$80K +1,596 New
CAAS
570
Capital Asset Advisory Services
Michigan
$78K -$203 -4 -0.3%
RCA
571
Ranch Capital Advisors
Florida
$78K +$33.9K +681 +77%
PWP
572
Personal Wealth Partners
Minnesota
$77K +$77K +1,525 New
FWM
573
Focused Wealth Management
New York
$75K – – –
JGIA
574
Jackson Grant Investment Advisers
Connecticut
$75K +$51 +1 +0.1%
CIR
575
Clear Investment Research
Georgia
$75K +$101 +2 +0.1%
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