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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

209 hedge funds and large institutions have $1.96B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
29
Increased
105
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$438M
3
CWM
3
Cornerstone Wealth Management
Missouri
$57.6M
4
Mariner
4
Mariner
Kansas
$13.2M
5
Jane Street
5
Jane Street
New York
$8.27M

Top Sellers

1
FCFS
1
First Command Financial Services
Texas
$38K
2
FCAS
2
First Command Advisory Services
Texas
$3.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.4M
4
MWM
4
Mascoma Wealth Management
New Hampshire
$289K
5
NAM
5
North American Management
Massachusetts
$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$731K +$94.2K +2,749 +15%
BFA
102
Beaumont Financial Advisors
Massachusetts
$709K +$147K +4,295 +26%
KA
103
Kovack Advisors
Florida
$706K +$75.2K +2,195 +12%
VC
104
Vicus Capital
Pennsylvania
$695K -$1.03K -30 -0.1%
GFPC
105
Global Financial Private Capital
Florida
$670K +$367K +10,711 +121%
KWM
106
Kingsview Wealth Management
Oregon
$657K +$35.6K +1,039 +6%
PA
107
PFG Advisors
Arizona
$643K +$28.7K +839 +5%
CPIA
108
Cornell Pochily Investment Advisors
New York
$642K +$107K +3,129 +20%
BIA
109
Biondo Investment Advisors
Pennsylvania
$630K +$40.3K +1,175 +7%
DWM
110
Darwin Wealth Management
Florida
$598K +$127K +3,713 +27%
FAM
111
Formidable Asset Management
Ohio
$587K -$10.4K -303 -2%
GLA
112
Good Life Advisors
Pennsylvania
$585K +$24K +707 +4%
EWMCB
113
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$536K +$536K +15,645 New
FAAS
114
First Allied Advisory Services
California
$533K +$142K +4,175 +36%
1IA
115
1834 Investment Advisors
Wisconsin
$515K – – –
MSAM
116
Moloney Securities Asset Management
Missouri
$499K +$499K +14,550 New
UCFA
117
United Capital Financial Advisors
Texas
$491K +$133K +3,877 +37%
NGA
118
Naples Global Advisors
Florida
$487K +$9.77K +285 +2%
YWP
119
YorkBridge Wealth Partners
New York
$477K +$9.43K +275 +2%
SFG
120
StrategIQ Financial Group
Indiana
$477K +$164K +4,774 +52%
DSAM
121
Dock Street Asset Management
Florida
$470K – – –
PJSIMP
122
P.J. Schmidt Investment Management (PJS)
Wisconsin
$461K +$47.1K +1,375 +11%
SFS
123
Sowell Financial Services
Arkansas
$461K +$136K +3,781 +42%
FAIM
124
Financial Advocates Investment Management
Washington
$456K +$93.4K +2,718 +26%
DC
125
Davenport & Co
Virginia
$432K +$9.77K +285 +2%
3 4
5
6 7