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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 %
BWM
626
Baystate Wealth Management
Massachusetts
$5K +$5K +104 New
CCA
627
Column Capital Advisors
Indiana
$4K +$4K +70 New
LPWM
628
Lake Point Wealth Management
Texas
$4K +$4K +74 New
TC
629
Trust Company
Kansas
$4K +$4K +83 New
WFA
630
West Financial Advisors
Iowa
$3K – – –
Franklin Resources
631
Franklin Resources
California
$3K +$3K +68 New
EWM
632
Elmwood Wealth Management
California
$2K – – –
MA
633
MCF Advisors
Kentucky
$2K +$42 +1 +2%
TVAMP
634
Tennessee Valley Asset Management Partners
Tennessee
$1K -$1.94K -53,753 -66%
HIA
635
Harbor Investment Advisory
Maryland
$1K – – –
CB
636
CNB Bank
Pennsylvania
$1K – – –
AW
637
Avion Wealth
Texas
$1K +$310 +9 +45%
BWL
638
Bogart Wealth LLC
Virginia
$1K +$1K +15 New
AA
639
Addison Advisors
Vermont
$1K +$1K +25 New
BBHC
640
Brown Brothers Harriman & Co
New York
$584 +$10 +190 +2%
LGWM
641
Litman Gregory Wealth Management
California
$219 +$219 +219 New
WIM
642
Westside Investment Management
California
$99 – +1 +0.1%
AC
643
Allstate Corporation
Illinois
– -$27.8M -575,000 Closed
TC
644
Trilogy Capital
California
– -$25M -517,478 Closed
SHIM
645
Stone House Investment Management
Pennsylvania
– -$8.07M -180,119 Closed
Susquehanna International Group
646
Susquehanna International Group
Pennsylvania
– -$6.64M -137,617 Closed
LWM
647
Lionsbridge Wealth Management
Florida
– -$4.39M -90,916 Closed
FTUS
648
Flow Traders U.S.
New York
– -$2.7M -55,978 Closed
RIL
649
Rothschild Investment LLC
Illinois
– -$2.24M -46,377 Closed
PWM
650
PRW Wealth Management
Massachusetts
– -$1.34M -27,846 Closed
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