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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
2
Ameriprise
Minnesota
$216M
3
Morgan Stanley
3
Morgan Stanley
New York
$486M
4
GC
4
Gratus Capital
Georgia
$19.7M
5
Bank of America
5
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$220M
2
RIG
2
RiverFront Investment Group
Virginia
$21.4M
3
WPP
3
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
5
North American Management
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$6.01M 151,763 +4,243 +3%
MPW
102
Monterey Private Wealth
California
$6.01M 151,127 +16,328 +12%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$5.99M 118,927 – –
BFA
104
Beaumont Financial Advisors
Massachusetts
$5.93M 148,928 +15,570 +12%
NAM
105
North American Management
Massachusetts
$5.86M 147,159 -159,876 -52%
MA
106
Modus Advisors
Minnesota
$5.62M 141,342 +35,342 +33%
ASN
107
Advisory Services Network
Georgia
$5.54M 139,252 +55,447 +66%
HHRDM
108
H&H Retirement Design & Management
Nevada
$5.51M 138,339 +98,910 +251%
JWCA
109
J.W. Cole Advisors
Florida
$5.5M 138,208 +2,984 +2%
EWA
110
Exencial Wealth Advisors
Oklahoma
$5.5M 138,180 +65,783 +91%
AWM
111
AE Wealth Management
Kansas
$5.48M 137,674 +21,408 +18%
FI
112
FormulaFolio Investments
Michigan
$5.48M 137,651 -53,497 -28%
LFS
113
Legacy Financial Strategies
Kansas
$5.36M 134,725 +134,725 New
SWMG
114
Sanchez Wealth Management Group
Florida
$5.33M 133,828 -10,927 -8%
CFGS
115
Concourse Financial Group Securities
Alabama
$5.28M 132,563 -12,193 -8%
MC
116
Matisse Capital
Oregon
$5.15M 129,298 -312 -0.2%
CAL
117
Capital Advisors Ltd
Ohio
$5.08M 127,723 +5,239 +4%
AssetMark Inc
118
AssetMark Inc
California
$5.08M 127,584 +3,430 +3%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M 127,493 +4,792 +4%
W
120
WealthOne
New York
$4.94M 124,232 +8,556 +7%
CWM
121
Cornerstone Wealth Management
Missouri
$4.92M 123,621 +2,364 +2%
MA
122
Mutual Advisors
Nebraska
$4.86M 122,140 +10,297 +9%
MWA
123
MFA Wealth Advisors
Pennsylvania
$4.83M 121,378 -6,913 -5%
1WA
124
180 Wealth Advisors
Washington
$4.81M 117,390 -3,102 -3%
GB
125
Gunma Bank
Japan
$4.78M 120,000 +40,000 +50%
3 4
5
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