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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

209 hedge funds and large institutions have $1.96B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
29
Increased
105
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
3
CWM
Cornerstone Wealth Management
Missouri
$57.6M
4
Mariner
Mariner
Kansas
$13.2M
5
Jane Street
Jane Street
New York
$8.27M

Top Sellers

1
FCFS
First Command Financial Services
Texas
$38K
2
FCAS
First Command Advisory Services
Texas
$3.76M
3
MML Investors Services
MML Investors Services
Massachusetts
$13.4M
4
MWM
Mascoma Wealth Management
New Hampshire
$289K
5
NAM
North American Management
Massachusetts
$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$3.6M +$3.6M +104,961 New
HB
52
Homrich & Berg
Georgia
$3.57M -$69.2K -2,020 -2%
BAAM
53
Baker Avenue Asset Management
California
$3.5M +$580K +16,915 +20%
DADC
54
D.A. Davidson & Co
Montana
$3.36M +$148K +4,320 +5%
WPSG
55
Wealth & Pension Services Group
Georgia
$3.19M +$3.19M +93,118 New
1WA
56
180 Wealth Advisors
Washington
$3.13M +$374K +10,898 +14%
DWM
57
Destination Wealth Management
California
$2.96M +$221K +6,459 +8%
FG
58
Fiduciary Group
Georgia
$2.78M -$65.2K -1,903 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.67M +$217K +6,319 +9%
BTS
60
BB&T Securities
Virginia
$2.49M +$250K +7,305 +11%
BW
61
Biegel & Waller
Maryland
$2.44M +$156K +4,565 +7%
Stifel Financial
62
Stifel Financial
Missouri
$2.35M +$280K +8,178 +14%
DWT
63
Dorsey & Whitney Trust
South Dakota
$2.24M +$1.09M +31,876 +95%
HI
64
Horizon Investments
North Carolina
$2.24M +$2.24M +65,361 New
CG
65
Colony Group
Massachusetts
$2.17M -$73K -2,130 -3%
CCP
66
Cardan Capital Partners
Colorado
$2.08M -$54.8K -1,599 -3%
WI
67
Wintrust Investments
Illinois
$2.06M +$794K +23,153 +63%
CFA
68
Carroll Financial Associates
North Carolina
$2.01M -$202K -5,905 -9%
CRC
69
Curi RMB Capital
Illinois
$1.97M -$49.5K -1,445 -2%
BRWA
70
B. Riley Wealth Advisors
Florida
$1.96M +$12.6K +367 +0.6%
AWA
71
Arete Wealth Advisors
Illinois
$1.84M +$42.8K +1,249 +2%
AFG
72
Albion Financial Group
Utah
$1.7M -$20.7K -603 -1%
ADL
73
Asset Dedication LLC
California
$1.64M +$144K +4,222 +10%
CIA
74
Capital Investment Advisors
Georgia
$1.56M +$1.56M +45,552 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.54M +$56.1K +1,638 +4%
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