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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
$95.3M
2
Morgan Stanley
Morgan Stanley
New York
$316M
3
Bank of America
Bank of America
North Carolina
$489M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$757M
5
MML Investors Services
MML Investors Services
Massachusetts
$68.8M

Top Sellers

1
KIM
Karpus Investment Management
New York
$1.18M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$11.8M
3
CWM
Connecticut Wealth Management
Connecticut
$6.81M
4
PI
PFS Investments
Georgia
$0
5
NAM
Nissay Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
MBE Wealth Management
Wisconsin
$11.6M +$1.74M +53,336 +18%
Stifel Financial
52
Stifel Financial
Missouri
$11.2M +$4.95M +151,856 +79%
LNC
53
Lincoln National Corp
Pennsylvania
$10.7M +$1.07M +32,969 +11%
NAM
54
North American Management
Massachusetts
$10.4M +$3.15M +96,664 +43%
LFA
55
Legacy Financial Advisors
Kentucky
$10.4M +$3.88M +106,682 +60%
AWM
56
Avior Wealth Management
Nebraska
$10.2M +$2.17M +66,585 +27%
Comerica Bank
57
Comerica Bank
Texas
$10M +$8.46M +239,091 +550%
SWP
58
Stratos Wealth Partners
Ohio
$9.14M +$2.26M +69,341 +33%
SWA
59
Stratos Wealth Advisors
Ohio
$9.07M +$722K +22,165 +9%
FI
60
FormulaFolio Investments
Michigan
$9.02M -$4.1M -125,803 -31%
WDL
61
Well Done LLC
Michigan
$8.59M +$3.81M +116,911 +80%
CA
62
Cetera Advisors
Colorado
$8.49M -$1.06M -32,502 -11%
NA
63
NewEdge Advisors
Louisiana
$8.34M -$411K -12,606 -5%
CF
64
Copperwynd Financial
Arizona
$8.3M +$4.73M +145,033 +132%
SSWG
65
Seven Springs Wealth Group
Tennessee
$8.02M +$2.08M +63,891 +35%
WP
66
WealthShield Partners
North Carolina
$7.14M -$1.53M -46,803 -18%
IWA
67
Independence Wealth Advisors
Virginia
$6.97M +$163K +5,004 +2%
DFG
68
Demars Financial Group
Washington
$6.97M +$429K +13,159 +7%
CWM
69
Connecticut Wealth Management
Connecticut
$6.81M -$17.3M -529,753 -72%
PWM
70
Provident Wealth Management
Tennessee
$6.72M +$6.71M +205,927 +166,070%
PPWM
71
PFG Private Wealth Management
Florida
$6.66M +$1.09M +33,305 +19%
RSWM
72
Robertson Stephens Wealth Management
California
$6.61M +$5.96M +182,760 +912%
ADL
73
Asset Dedication LLC
California
$6.5M +$2.31M +71,061 +55%
SHIM
74
Stone House Investment Management
Pennsylvania
$6.48M +$6.48M +198,741 New
VDI
75
Vaughan David Investments
Illinois
$6.39M +$883K +27,100 +16%
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