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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 Market Value Shares Shares
Change 		Shares
Change %
RFC
101
Regions Financial Corp
Alabama
$11.9M 236,083 -1,981 -0.8%
CPSAC
102
Chas P. Smith & Associates (CPS)
Florida
$11.7M 233,819 +5,483 +2%
SWP
103
Stratos Wealth Partners
Ohio
$11.6M 231,591 -1,973 -0.8%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$11.6M 288,500 +22,750 +9%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.3M 225,753 +4,518 +2%
DI
106
DAGCO Inc
Ohio
$11.2M 223,060 +30,930 +16%
AWAP
107
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$11M 218,179 +16,816 +8%
AFG
108
Allegheny Financial Group
Pennsylvania
$10.9M 217,144 -7,105 -3%
CAG
109
Csenge Advisory Group
Florida
$10.2M 200,404 +5,661 +3%
PAS
110
Park Avenue Securities
New York
$9.94M 197,854 +8,107 +4%
CCA
111
Conservest Capital Advisors
Pennsylvania
$9.83M 195,688 +65,796 +51%
FA
112
Flagstar Advisors
New York
$9.79M 194,876 +194,876 New
W
113
WealthOne
New York
$9.76M 194,299 +20,084 +12%
PCM
114
Perritt Capital Management
Illinois
$9.74M 193,865 +1,890 +1%
CAL
115
Capital Advisors Ltd
Ohio
$9.4M 187,049 +6,955 +4%
MWA
116
MFA Wealth Advisors
Pennsylvania
$9.35M 185,989 +6,335 +4%
BP
117
BBR Partners
New York
$9.26M 184,226 – –
LFS
118
Legacy Financial Strategies
Kansas
$9.15M 182,084 +4,359 +2%
DC
119
Davenport & Co
Virginia
$9.1M 181,104 +48,103 +36%
WP
120
WealthShield Partners
North Carolina
$9.05M 180,101 -63,508 -26%
WFA
121
Wells Financial Advisors
Massachusetts
$8.98M 178,799 +639 +0.4%
CTA
122
Colonial Trust Advisors
South Carolina
$8.95M 178,124 +1,209 +0.7%
PWA
123
Physician Wealth Advisors
Utah
$8.9M 170,916 -573 -0.3%
F
124
F3Logic
Minnesota
$8.83M 175,829 +11,282 +7%
HB
125
Homrich & Berg
Georgia
$8.7M 173,085 -3,087 -2%
3 4
5
6 7