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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

214 hedge funds and large institutions have $2.27B invested in iShares Core Dividend Growth ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
20
Increased
105
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$524M
2
Bank of America
2
Bank of America
North Carolina
$365M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$203M
4
Morgan Stanley
4
Morgan Stanley
New York
$149M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$27.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$30M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$55.4M
4
F
4
F3Logic
Minnesota
$1.29M
5
LFAS
5
Level Four Advisory Services
Texas
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Planning Alternatives
Michigan
$3.9M -$55.6K -1,499 -1%
BAAM
52
Baker Avenue Asset Management
California
$3.78M -$3.71K -100 -0.1%
RWA
53
Redhawk Wealth Advisors
Minnesota
$3.75M +$3.75M +101,268 New
LFAS
54
Level Four Advisory Services
Texas
$3.7M -$5.02M -135,386 -58%
ASN
55
Advisory Services Network
Georgia
$3.62M -$164K -4,427 -4%
1WA
56
180 Wealth Advisors
Washington
$3.6M +$217K +5,855 +6%
NA
57
NewEdge Advisors
Louisiana
$3.59M +$3.59M +96,899 New
CFGS
58
Concourse Financial Group Securities
Alabama
$3.26M +$3.26M +87,447 New
DWT
59
Dorsey & Whitney Trust
South Dakota
$3.26M +$831K +22,412 +34%
DWM
60
Destination Wealth Management
California
$3.15M -$50.9K -1,373 -2%
FG
61
Fiduciary Group
Georgia
$3.02M +$17.3K +467 +0.6%
Stifel Financial
62
Stifel Financial
Missouri
$2.63M +$85.3K +2,305 +3%
BW
63
Biegel & Waller
Maryland
$2.62M -$21.2K -571 -0.8%
CIA
64
Capital Investment Advisors
Georgia
$2.59M +$903K +24,363 +53%
HI
65
Horizon Investments
North Carolina
$2.58M +$157K +4,232 +6%
DADC
66
D.A. Davidson & Co
Montana
$2.57M -$1.07M -28,764 -29%
CG
67
Colony Group
Massachusetts
$2.36M +$14.6K +395 +0.6%
CFA
68
Carroll Financial Associates
North Carolina
$2.25M +$82.5K +2,226 +4%
CCP
69
Cardan Capital Partners
Colorado
$2.23M -$18.6K -502 -0.8%
BRWA
70
B. Riley Wealth Advisors
Florida
$2.23M +$113K +3,059 +5%
CRC
71
Curi RMB Capital
Illinois
$2.12M -$12.2K -330 -0.6%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$2.1M +$434K +11,708 +26%
AWA
73
Arete Wealth Advisors
Illinois
$1.96M -$22.2K -598 -1%
ADL
74
Asset Dedication LLC
California
$1.83M +$54.3K +1,467 +3%
AFG
75
Albion Financial Group
Utah
$1.81M -$32.3K -872 -2%
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3
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