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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.

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
1
Kelly Financial Services
Massachusetts
$584M
2
FCB
2
First Command Bank
Texas
$156M
3
FCFS
3
First Command Financial Services
Texas
$156M
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Morgan Stanley
5
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
3
Allstate Corporation
Illinois
$0
4
TC
4
Trilogy Capital
California
$0
5
CAN
5
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
651
Stadion Money Management
Georgia
– -$1.27M -26,320 Closed
WANY
652
Wealthspire Advisors (New York)
New York
– -$1.17M -24,256 Closed
AI
653
AXS Investments
New York
– -$917K -19,000 Closed
YIH
654
Y-Intercept (HK)
Hong Kong
– -$527K -10,897 Closed
BWM
655
BigSur Wealth Management
Florida
– -$386K -8,000 Closed
CWMU
656
Caliber Wealth Management (Utah)
Utah
– -$368K -7,625 Closed
DWT
657
Dorsey & Whitney Trust
South Dakota
– -$338K -7,001 Closed
SFM
658
Signet Financial Management
New Jersey
– -$294K -6,087 Closed
BAM
659
Berkshire Asset Management
Pennsylvania
– -$280K -5,800 Closed
SEIA
660
Signature Estate & Investment Advisors
California
– -$256K -5,300 Closed
HIP
661
HUB Investment Partners
Texas
– -$247K -5,122 Closed
LWMG
662
Levy Wealth Management Group
Pennsylvania
– -$232K -4,805 Closed
FNWM
663
Financial Network Wealth Management
Utah
– -$227K -4,700 Closed
DWM
664
Darwin Wealth Management
Florida
– -$215K -4,465 Closed
VFA
665
Valeo Financial Advisors
Indiana
– -$106K -2,199 Closed
TCWM
666
Total Clarity Wealth Management
Illinois
– -$67K -1,393 Closed
RWG
667
Regal Wealth Group
California
– -$63K -1,300 Closed
TWM
668
Tradition Wealth Management
Minnesota
– -$61K -1,265 Closed
CFFP
669
Center for Financial Planning
Michigan
– -$25K -508 Closed
SIC
670
Salem Investment Counselors
North Carolina
– -$24K -500 Closed
SWM
671
Selective Wealth Management
Virginia
– -$9K -182 Closed
SQA
672
Simon Quick Advisors
New Jersey
– -$1K -21 Closed
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