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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.

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

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.18M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$11.8M
3
CWM
3
Connecticut Wealth Management
Connecticut
$6.81M
4
PI
4
PFS Investments
Georgia
$0
5
NAM
5
Nissay Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
76
Homrich & Berg
Georgia
$6.37M -$83.1K -2,549 -1%
BRWA
77
B. Riley Wealth Advisors
Florida
$6.32M -$820K -25,158 -11%
CA
78
Crumly & Associates
Illinois
$6.19M +$1.77M +54,340 +40%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$5.99M – – –
MWA
80
MFA Wealth Advisors
Pennsylvania
$5.8M +$5.8M +177,824 New
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$5.78M -$6.21M -190,444 -52%
IC
82
IEQ Capital
California
$5.73M +$1.72M +52,728 +43%
SDWIA
83
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.68M +$745K +22,857 +15%
FCAS
84
First Command Advisory Services
Texas
$5.53M +$349K +10,686 +7%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$5.52M +$5.52M +233,300 New
9WM
86
9258 Wealth Management
Ohio
$5.45M +$2.48M +68,597 +83%
RFC
87
Regions Financial Corp
Alabama
$5.3M +$1.22M +37,506 +30%
CTA
88
Colonial Trust Advisors
South Carolina
$5.24M +$3.98M +122,163 +317%
PWA
89
Physician Wealth Advisors
Utah
$4.99M +$2.05M +58,731 +70%
EH
90
Equitable Holdings
New York
$4.96M +$1.46M +44,844 +42%
CFA
91
Carroll Financial Associates
North Carolina
$4.95M +$2.38M +73,012 +93%
FA
92
FC Advisory
Pennsylvania
$4.87M +$195K +5,977 +4%
Citigroup
93
Citigroup
New York
$4.86M +$1.34M +41,205 +38%
DADC
94
D.A. Davidson & Co
Montana
$4.86M -$182K -5,592 -4%
GCM
95
Gibraltar Capital Management
Oklahoma
$4.75M +$465K +14,256 +11%
AAS
96
Avantax Advisory Services
Texas
$4.75M +$2.83M +86,706 +147%
SWMG
97
Sanchez Wealth Management Group
Florida
$4.72M +$83.8K +2,572 +2%
SL
98
Systelligence LLC
Minnesota
$4.67M -$2.4M -73,502 -34%
VWA
99
Visionary Wealth Advisors
Illinois
$4.66M +$915K +28,074 +24%
KCM
100
Karp Capital Management
California
$4.61M +$600K +18,407 +15%
2 3
4
5 6