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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 %
CFO
601
CVA Family Office
Colorado
$28K – – –
BCM
602
Bourgeon Capital Management
Connecticut
$25K – – –
WT
603
Washington Trust
Rhode Island
$25K +$25K +500 New
HS
604
Horan Securities
United States
$24K – – –
MHR
605
Matthew Hamilton Rosenberg
$20K – – –
CCM
606
Covington Capital Management
California
$18K – – –
BA
607
Bellwether Advisors
Nebraska
$18K – – –
SSB
608
Sandy Spring Bank
Maryland
$18K +$18K +367 New
EVM
609
Eaton Vance Management
Massachusetts
$16K – – –
KPCM
610
Kings Point Capital Management
New York
$15K -$71.1K -1,389 -83%
HI
611
Hudock Inc
Pennsylvania
$15K -$381 -8 -2%
PCG
612
Private Capital Group
Connecticut
$15K – – –
TFGT
613
TS Financial Group (TSFG)
Illinois
$12K – – –
SIS
614
Sound Income Strategies
Florida
$12K +$12K +243 New
AWMS
615
Advocacy Wealth Management Services
Georgia
$11K – – –
TIM
616
Tortoise Investment Management
New York
$10K – – –
TCOV
617
Trust Company of Vermont
Vermont
$10K – – –
MA
618
Montag & Associates
Georgia
$8K -$70.6K -1,403 -90%
BMD
619
Better Money Decisions
New Mexico
$8K +$53 +1 +0.7%
FHC
620
First Horizon Corporation
Tennessee
$7K – – –
WWM
621
Wolff Wiese Magana
California
$7K – – –
EW
622
Evoke Wealth
California
$7K – – –
MAM
623
Meeder Asset Management
Ohio
$6K – – –
DI
624
Disciplined Investments
Oklahoma
$5K – – –
BU
625
BBVA USA
Alabama
$5K +$5K +93 New
23 24
25
26 27