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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$120M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
3
LPL Financial
California
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$780M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
2
BlackRock
New York
$223M
3
FCFS
3
First Command Financial Services
Texas
$96.6M
4
FCB
4
First Command Bank
Texas
$96.6M
5
MC
5
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$17.4M +$396K +7,885 +2%
SWA
77
Stratos Wealth Advisors
Ohio
$17M +$957K +19,043 +6%
RDFA
78
Ritter Daniher Financial Advisory
Ohio
$16.9M +$26.4K +525 +0.2%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$15.9M +$2.76M +55,034 +21%
9WM
80
9258 Wealth Management
Ohio
$15.6M +$716K +14,256 +5%
KA
81
Kovack Advisors
Florida
$14.7M +$350K +6,976 +2%
EH
82
Equitable Holdings
New York
$14.6M +$1.05M +20,975 +8%
SWP
83
Strategic Wealth Partners
Ohio
$14.1M +$285K +5,665 +2%
KPWS
84
Kestra Private Wealth Services
Texas
$14M +$516K +10,264 +4%
NA
85
NewEdge Advisors
Louisiana
$13.5M +$396K +7,882 +3%
FIA
86
Foundations Investment Advisors
Arizona
$13.3M +$1.32M +25,980 +11%
ADL
87
Asset Dedication LLC
California
$13.3M -$182K -3,633 -1%
BFA
88
Beaumont Financial Advisors
Massachusetts
$13.2M +$505K +10,055 +4%
CP
89
Capital Planning
Washington
$13.2M +$298K +5,922 +2%
KCM
90
Karp Capital Management
California
$13M +$1.03M +20,477 +9%
Citigroup
91
Citigroup
New York
$12.9M -$5.37M -106,920 -29%
GM
92
GeoWealth Management
Illinois
$12.7M +$11.9M +235,939 +1,353%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M +$2.22M +44,194 +21%
Parallax Volatility Advisers
94
Parallax Volatility Advisers
California
$12.6M +$12.6M +250,001 New
WDL
95
Well Done LLC
Michigan
$12.5M -$64.1K -1,276 -0.5%
PPWM
96
PFG Private Wealth Management
Florida
$12.5M +$615K +12,242 +5%
IA
97
IFS Advisors
Kansas
$12.4M +$140K +2,786 +1%
CA
98
Crumly & Associates
Illinois
$12.3M +$24.1K +480 +0.2%
AA
99
Argent Advisors
Louisiana
$12.2M +$511K +10,172 +4%
PWM
100
Provident Wealth Management
Tennessee
$12.1M +$1.21M +24,036 +11%
2 3
4
5 6