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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

81 hedge funds and large institutions have $375M invested in iShares Core Dividend Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
14
Increased
45
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$55.2M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
WP
3
WealthPLAN Partners
Nebraska
$13M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$7.1M
5
UBS Group
5
UBS Group
Switzerland
$19.1M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$776K
2
DADC
2
D.A. Davidson & Co
Montana
$750K
3
Jane Street
3
Jane Street
New York
$608K
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$324K 11,729 +6,560 +127%
VKH
52
Virtu KCG Holdings
New York
$313K 11,345 -200 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$305K 10,932 +10,932 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$277K 10,130 +10,130 New
PCM
55
Parsons Capital Management
Rhode Island
$262K 9,475 +9,475 New
RMAM
56
Raab & Moskowitz Asset Management
New Jersey
$248K 8,988 +8,988 New
UCFA
57
United Capital Financial Advisors
Texas
$244K 8,817 – –
BWM
58
BerganKDV Wealth Management
Minnesota
$244K 8,846 +8,846 New
CCP
59
Corient Capital Partners
California
$221K 8,005 +8,005 New
DC
60
Davenport & Co
Virginia
$203K 7,365 -2,600 -26%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$203K 7,350 – –
BCI
62
Brinker Capital Investments
Pennsylvania
$200K 7,242 +376 +5%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$200K 7,222 +389 +6%
IA
64
IFP Advisors
Florida
$143K 5,193 +4 +0.1%
CFA
65
Carroll Financial Associates
North Carolina
$101K 3,675 +2,635 +253%
NFG
66
Next Financial Group
Texas
$72K 2,616 +213 +9%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$58K 2,088 +1,080 +107%
Creative Planning
68
Creative Planning
Kansas
$47K 1,700 +1,400 +467%
LAM
69
Lebenthal Asset Management
New York
$47K 1,699 +1,699 New
CWM
70
Concert Wealth Management
California
$31K 1,065 +1,065 New
GBBWRPM
71
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K 413 – –
TCM
72
TD Capital Management
Tennessee
$10K 376 +2 +0.5%
AIM
73
Advantage Investment Management
Iowa
$7K 241 – –
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K 242 – –
TIM
75
Tortoise Investment Management
New York
$6K 205 – –
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