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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 %
SBL
576
Sargent Bickham Lagudis
Colorado
$125K +$3.12K +62 +3%
WBC
577
West Branch Capital
Massachusetts
$124K +$601 +12 +0.5%
LFG
578
Larson Financial Group
Missouri
$124K +$30.1K +598 +32%
AA
579
Ancora Advisors
Ohio
$120K – – –
SWM
580
Selective Wealth Management
Virginia
$120K +$120K +2,388 New
FP
581
Financial Perspectives
Minnesota
$118K +$19.3K +384 +20%
AIC
582
Archer Investment Corporation
Indiana
$114K – – –
SCA
583
Stonebridge Capital Advisors
Minnesota
$107K -$96.9K -1,926 -48%
HWA
584
HHM Wealth Advisors
Tennessee
$105K +$11K +218 +12%
FDCDDQ
585
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$32.7K +650 +45%
HFM
586
Hartford Financial Management
Connecticut
$104K – – –
RCA
587
Ranch Capital Advisors
Florida
$101K +$22.4K +445 +28%
FFA
588
Freedman Financial Associates
Massachusetts
$100K – – –
CWM
589
Cranbrook Wealth Management
Michigan
$99K – – –
AIM
590
Anchor Investment Management
South Carolina
$84.9K – – –
EI
591
Ellevest Inc
New York
$83K -$14.5K -289 -15%
CIR
592
Clear Investment Research
Georgia
$74K -$704 -14 -0.9%
FWM
593
Focused Wealth Management
New York
$74K – – –
JGIA
594
Jackson Grant Investment Advisers
Connecticut
$74K +$50 +1 +0.1%
TCWM
595
Total Clarity Wealth Management
Illinois
$71K +$71K +1,406 New
WT
596
Whittier Trust
California
$69K – – –
SC
597
SouthState Corp
Florida
$60K +$60K +1,200 New
BWM
598
Baystate Wealth Management
Massachusetts
$59K +$53.7K +1,060 +1,019%
AAP
599
Arax Advisory Partners
Colorado
$57K – – –
PP
600
PrairieView Partners
Minnesota
$55K -$3.53K -70 -6%
22 23
24
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