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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.

New
Increased
Maintained
Reduced
Closed
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 %
XF
101
XML Financial
Maryland
$4.61M +$4.61M +141,312 New
AA
102
Argent Advisors
Louisiana
$4.42M -$523K -16,038 -11%
NEIRG
103
New England Investment & Retirement Group
Massachusetts
$4.41M +$4.41M +135,184 New
CFGS
104
Concourse Financial Group Securities
Alabama
$4.4M -$1.14M -34,852 -21%
Lazard Asset Management
105
Lazard Asset Management
New York
$4.37M – – –
1WA
106
180 Wealth Advisors
Washington
$4.25M +$204K +6,381 +5%
AF
107
Apexium Financial
Texas
$4.12M +$1.47M +45,183 +56%
MC
108
Matisse Capital
Oregon
$4.11M +$1.07M +32,800 +35%
F
109
F3Logic
Minnesota
$4.08M +$3.45M +105,760 +548%
BFA
110
Beaumont Financial Advisors
Massachusetts
$3.92M +$3.31M +101,428 +537%
WWM
111
Windsor Wealth Management
Indiana
$3.91M +$384K +11,785 +11%
SA
112
Stewardship Advisors
Pennsylvania
$3.83M +$3.83M +117,555 New
CWM
113
Cornerstone Wealth Management
Missouri
$3.81M +$15.1K +463 +0.4%
GRP
114
Global Retirement Partners
California
$3.62M +$2.82M +86,403 +350%
W
115
WealthOne
New York
$3.57M +$270K +8,281 +8%
DC
116
Davenport & Co
Virginia
$3.54M +$214K +6,553 +6%
PA
117
Parallel Advisors
California
$3.39M -$178K -5,469 -5%
CAL
118
Capital Advisors Ltd
Ohio
$3.31M +$124K +3,809 +4%
VCP
119
Verus Capital Partners
Arizona
$3.3M +$627K +19,249 +23%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$3.29M -$1.83M -56,170 -36%
DWT
121
Dorsey & Whitney Trust
South Dakota
$3.29M -$31.6K -969 -1%
ASN
122
Advisory Services Network
Georgia
$3.2M +$474K +14,535 +17%
MSWMA
123
Market Street Wealth Management Advisors
Indiana
$3.14M +$3.14M +96,351 New
RPWA
124
Regent Peak Wealth Advisors
Georgia
$3.11M +$344K +10,569 +12%
AWE
125
Avidian Wealth Enterprises
Texas
$3.07M +$227K +6,974 +8%
3 4
5
6 7