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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.65%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Goldman Sachs
2
Goldman Sachs
New York
$121M
3
Bank of America
3
Bank of America
North Carolina
$445M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$558M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$2.09M
2
SWMG
2
Sanchez Wealth Management Group
Florida
$0
3
ASN
3
Advisory Services Network
Georgia
$1.46M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$4.48M +$2.13M +64,174 +91%
FCAS
52
First Command Advisory Services
Texas
$4.35M +$363K +10,897 +9%
HFS
53
HL Financial Services
Kentucky
$4.23M +$59.3K +1,788 +1%
SDWIA
54
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.2M +$4.2M +126,585 New
BAAM
55
Baker Avenue Asset Management
California
$4.1M +$712K +21,464 +21%
JWM
56
JGP Wealth Management
Oregon
$4.05M +$4.05M +121,900 New
CFGS
57
Concourse Financial Group Securities
Alabama
$3.97M +$1.07M +32,178 +37%
SPIA
58
Steward Partners Investment Advisory
New York
$3.71M +$3.49M +105,135 +1,542%
1WA
59
180 Wealth Advisors
Washington
$3.55M -$48.2K -1,300 -1%
PA
60
Planning Alternatives
Michigan
$3.47M -$24K -724 -0.7%
CIA
61
Capital Investment Advisors
Georgia
$3.34M +$1.02M +30,833 +44%
RWA
62
Redhawk Wealth Advisors
Minnesota
$3.32M -$268K -7,570 -7%
DWT
63
Dorsey & Whitney Trust
South Dakota
$3.29M +$369K +11,135 +13%
RIL
64
Rothschild Investment LLC
Illinois
$3.06M +$3.06M +92,200 New
Citigroup
65
Citigroup
New York
$2.95M -$980K -29,537 -25%
LFAS
66
Level Four Advisory Services
Texas
$2.75M -$559K -16,838 -17%
LPWM
67
Lake Point Wealth Management
Texas
$2.75M +$2.75M +82,889 New
BRWA
68
B. Riley Wealth Advisors
Florida
$2.74M +$743K +22,389 +37%
FG
69
Fiduciary Group
Georgia
$2.73M +$22.7K +684 +0.8%
FF
70
Fluent Financial
Texas
$2.69M +$2.69M +81,042 New
DADC
71
D.A. Davidson & Co
Montana
$2.59M +$293K +8,820 +13%
ADL
72
Asset Dedication LLC
California
$2.49M +$853K +25,727 +52%
W
73
WealthOne
New York
$2.31M +$2.31M +69,583 New
BW
74
Biegel & Waller
Maryland
$2.29M -$59.8K -1,802 -3%
CFA
75
Carroll Financial Associates
North Carolina
$2.28M +$249K +7,452 +12%
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