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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

466 hedge funds and large institutions have $6B invested in iShares Core Dividend Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 142 reducing their positions, and 34 closing their positions.

Holders
466
Holders Change
+30
Holders Change %
+6.88%
% of All Funds
9.58%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
1.13%
New
68
Increased
200
Reduced
142
Closed
34
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
+$1K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$933M
2
Morgan Stanley
2
Morgan Stanley
New York
$429M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$118M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$200M
5
PA
5
Prism Advisors
California
$15.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$47.6M
2
SEIA
2
Signature Estate & Investment Advisors
California
$567K
3
Bank of America
3
Bank of America
North Carolina
$531M
4
SL
4
Stevard LLC
Illinois
$291K
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
76
Asset Dedication LLC
California
$7.33M -$179K -4,758 -2%
WP
77
WealthShield Partners
North Carolina
$7.29M -$938K -24,949 -11%
CAG
78
Csenge Advisory Group
Florida
$7.27M +$6.19M +164,568 +571%
FI
79
FormulaFolio Investments
Michigan
$7.19M -$3.22M -85,607 -31%
SDWIA
80
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.98M +$366K +9,634 +6%
SHIM
81
Stone House Investment Management
Pennsylvania
$6.8M -$670K -17,810 -9%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$6.74M +$68.6K +1,825 +1%
CWM
83
Connecticut Wealth Management
Connecticut
$6.71M -$1.15M -30,644 -15%
HB
84
Homrich & Berg
Georgia
$6.64M -$708K -18,824 -10%
BRWA
85
B. Riley Wealth Advisors
Florida
$6.63M -$664K -17,667 -9%
RFC
86
Regions Financial Corp
Alabama
$6.45M +$332K +8,843 +5%
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$6.38M – – –
9WM
88
9258 Wealth Management
Ohio
$6.26M +$592K +15,736 +10%
CTA
89
Colonial Trust Advisors
South Carolina
$6.19M +$150K +3,993 +2%
AA
90
Argent Advisors
Louisiana
$6.14M +$1.04M +27,687 +20%
Citigroup
91
Citigroup
New York
$6.12M +$509K +13,549 +9%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$5.99M – – –
PWA
93
Physician Wealth Advisors
Utah
$5.98M +$181K +4,468 +3%
CFA
94
Carroll Financial Associates
North Carolina
$5.81M +$107K +2,843 +2%
XF
95
XML Financial
Maryland
$5.74M +$428K +11,374 +8%
SA
96
Stewardship Advisors
Pennsylvania
$5.71M +$1.29M +34,234 +29%
FA
97
FC Advisory
Pennsylvania
$5.7M +$86.8K +2,308 +2%
SWMG
98
Sanchez Wealth Management Group
Florida
$5.44M -$1.92K -51 -0%
CFGS
99
Concourse Financial Group Securities
Alabama
$5.44M +$367K +9,751 +7%
KCM
100
Karp Capital Management
California
$5.39M +$76.6K +2,038 +1%
2 3
4
5 6