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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 %
BMD
601
Better Money Decisions
New Mexico
$7K +$7K +151 New
MAM
602
Meeder Asset Management
Ohio
$6K +$6K +120 New
DI
603
Disciplined Investments
Oklahoma
$5K +$48 +1 +1%
MA
604
MCF Advisors
Kentucky
$2K – – –
EWM
605
Elmwood Wealth Management
California
$2K +$2K +46 New
WFA
606
West Financial Advisors
Iowa
$2K +$2K +50 New
AW
607
Avion Wealth
Texas
$1K – – –
SQA
608
Simon Quick Advisors
New Jersey
$1K – – –
CB
609
CNB Bank
Pennsylvania
$1K – – –
HIA
610
Harbor Investment Advisory
Maryland
$1K +$167 +4 +20%
BBHC
611
Brown Brothers Harriman & Co
New York
$550 -$105 -2,178 -16%
WIM
612
Westside Investment Management
California
$95 +$59 +1,228 +164%
SL
613
Systelligence LLC
Minnesota
– -$8.9M -198,570 Closed
SS
614
Simplicity Solutions
Minnesota
– -$8.13M -181,405 Closed
CWM
615
Connecticut Wealth Management
Connecticut
– -$6.72M -149,866 Closed
FI
616
FormulaFolio Investments
Michigan
– -$4.96M -110,675 Closed
GB
617
Gunma Bank
Japan
– -$4.24M -94,600 Closed
HF
618
HRT Financial
New York
– -$1.16M -25,793 Closed
DC
619
Diametric Capital
Massachusetts
– -$1.08M -24,169 Closed
AWM
620
Apollon Wealth Management
South Carolina
– -$672K -15,003 Closed
PCM
621
Prelude Capital Management
New York
– -$671K -14,961 Closed
MYIA
622
Mount Yale Investment Advisors
Colorado
– -$637K -14,204 Closed
Citadel Advisors
623
Citadel Advisors
Florida
– -$376K -8,397 Closed
TSS
624
Two Sigma Securities
New York
– -$307K -6,846 Closed
CCFM
625
Clear Creek Financial Management
Washington
– -$266K -5,942 Closed
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