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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 %
1IA
651
1834 Investment Advisors
Wisconsin
$3K -$22.9K -496 -88%
BU
652
BBVA USA
Alabama
$3K -$2.37K -41 -44%
WFA
653
West Financial Advisors
Iowa
$3K – – –
GKWIM
654
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +3 New
MA
655
MCF Advisors
Kentucky
$2K – – –
AA
656
Addison Advisors
Vermont
$1K – – –
BWL
657
Bogart Wealth LLC
Virginia
$1K – – –
CB
658
CNB Bank
Pennsylvania
$1K – – –
AW
659
Avion Wealth
Texas
$1K – – –
LIA
660
LBMC Investment Advisors
Tennessee
$791 +$791 +7,642 New
BBHC
661
Brown Brothers Harriman & Co
New York
$452 -$130 -2,590 -22%
WIM
662
Westside Investment Management
California
$123 +$24 +476 +24%
MC
663
McMorgan & Co
California
– -$43.2M -858,514 Closed
FTS
664
Fifth Third Securities
Ohio
– -$17M -336,690 Closed
SCA
665
Stuart Chaussee & Associates
California
– -$10M -198,886 Closed
JWCA
666
J.W. Cole Advisors
Florida
– -$9.45M -187,581 Closed
EWA
667
Exencial Wealth Advisors
Oklahoma
– -$3.5M -69,559 Closed
KOMWMG
668
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$3.25M -64,612 Closed
DF
669
Donoghue Forlines
Massachusetts
– -$2.49M -49,344 Closed
HF
670
HRT Financial
New York
– -$919K -18,258 Closed
GWM
671
GSB Wealth Management
Connecticut
– -$914K -18,159 Closed
VF
672
Virtu Financial
New York
– -$887K -17,604 Closed
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
– -$705K -14,000 Closed
BAAM
674
Baker Avenue Asset Management
California
– -$538K -10,698 Closed
WCM
675
Whitener Capital Management
North Carolina
– -$374K -7,444 Closed
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