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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

73 hedge funds and large institutions have $290M invested in iShares Core Dividend Growth ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
24
Increased
32
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$31.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$9.6M
4
Jane Street
4
Jane Street
New York
$4.09M
5
UBS Group
5
UBS Group
Switzerland
$12.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$187K
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.49M
4
LPL Financial
4
LPL Financial
California
$4.66M
5
DADC
5
D.A. Davidson & Co
Montana
$8.41M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
51
Lebenthal Wealth Advisors
New York
$224K 8,226 +8,226 New
LH
52
Lebenthal Holdings
New York
$224K 8,226 +8,226 New
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$200K 7,350 -300 -4%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$187K 6,833 -874,842 -99%
BCI
55
Brinker Capital Investments
Pennsylvania
$187K 6,866 +594 +9%
IA
56
IFP Advisors
Florida
$142K 5,189 +210 +4%
ASN
57
Advisory Services Network
Georgia
$141K 5,169 +714 +16%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$102K 3,732 +3,440 +1,178%
NFG
59
Next Financial Group
Texas
$65K 2,403 +1,603 +200%
CFA
60
Carroll Financial Associates
North Carolina
$28K 1,040 – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$27K 1,008 -901,613 -100%
GBBWRPM
62
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K 413 +413 New
TCM
63
TD Capital Management
Tennessee
$10K 374 -132 -26%
Creative Planning
64
Creative Planning
Kansas
$8K 300 +300 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K 242 -1,468 -86%
AIM
66
Advantage Investment Management
Iowa
$7K 241 +241 New
TIM
67
Tortoise Investment Management
New York
$6K 205 – –
AIM
68
Anchor Investment Management
South Carolina
$2.8K 103 +1 +1%
IWM
69
Integrated Wealth Management
California
$2K 86 +86 New
LWA
70
Lowe Wealth Advisors
Maryland
$1K 25 +25 New
Citigroup
71
Citigroup
New York
$1K 35 +35 New
FHC
72
First Heartland Consultants
Missouri
$431 15,790 +5,064 +47%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– – -37,407 Closed
FAAS
74
First Allied Advisory Services
California
– – -26,849 Closed
MIAN
75
Mariner Independent Advisor Network
Kansas
– – -25,229 Closed
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