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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$702M
2
HI
2
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$294M
4
PI
4
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$92M
2
UBS Group
2
UBS Group
Switzerland
$93.5M
3
Jane Street
3
Jane Street
New York
$0
4
TCM
4
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
5
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Planning Alternatives
Michigan
$3.22M -$620K -16,881 -16%
DADC
77
D.A. Davidson & Co
Montana
$3.13M +$279K +7,636 +10%
FF
78
Fluent Financial
Texas
$3.07M +$93.8K +2,552 +3%
FG
79
Fiduciary Group
Georgia
$3.05M +$29.8K +812 +1%
EWA
80
ERTS Wealth Advisors
Michigan
$3.03M -$2.63M -71,622 -46%
ADL
81
Asset Dedication LLC
California
$3.03M +$279K +7,617 +10%
LFAS
82
Level Four Advisory Services
Texas
$2.88M -$172K -4,671 -6%
Lazard Asset Management
83
Lazard Asset Management
New York
$2.86M +$2.86M +77,700 New
BW
84
Biegel & Waller
Maryland
$2.72M +$188K +5,118 +7%
VDI
85
Vaughan David Investments
Illinois
$2.62M +$2.62M +71,230 New
CFA
86
Carroll Financial Associates
North Carolina
$2.61M +$103K +2,795 +4%
WWM
87
Willingdon Wealth Management
North Carolina
$2.5M +$2.5M +68,143 New
WWM
88
Windsor Wealth Management
Indiana
$2.45M +$894K +24,328 +57%
M&T Bank
89
M&T Bank
New York
$2.36M +$1.96M +53,425 +502%
DWM
90
Destination Wealth Management
California
$2.33M -$16.8K -457 -0.7%
KCM
91
Karp Capital Management
California
$2.33M +$696K +18,950 +43%
CAL
92
Capital Advisors Ltd
Ohio
$2.31M +$634K +17,258 +38%
SEI Investments
93
SEI Investments
Pennsylvania
$2.28M -$22.7K -617 -1%
WCG
94
Weaver Consulting Group
California
$2M +$2M +52,822 New
ASN
95
Advisory Services Network
Georgia
$1.99M +$374K +10,173 +23%
CG
96
Colony Group
Massachusetts
$1.95M +$466K +12,673 +31%
AAS
97
Avantax Advisory Services
Texas
$1.84M +$166K +4,512 +10%
AFG
98
Albion Financial Group
Utah
$1.82M -$4.3K -117 -0.2%
RFC
99
Regions Financial Corp
Alabama
$1.82M +$166K +4,505 +10%
AWA
100
Arete Wealth Advisors
Illinois
$1.82M +$6.25K +170 +0.3%
2 3
4
5 6