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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

136 hedge funds and large institutions have $1.13B invested in iShares Core Dividend Growth ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
79
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$231M
2
AssetMark Inc
AssetMark Inc
California
$23M
3
Bank of America
Bank of America
North Carolina
$224M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$137M
5
NAM
North American Management
Massachusetts
$7.7M

Top Sellers

1
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$1.16M
2
Jane Street
Jane Street
New York
$4.03M
3
SVCP
Silicon Valley Capital Partners
California
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$2.05M
5
CCP
Cardan Capital Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
126
First Command Bank
Texas
$9K +$9K +278 New
FCFS
127
First Command Financial Services
Texas
$9K +$9K +278 New
AIM
128
Advantage Investment Management
Iowa
$8K -$5.11K -154 -39%
TCM
129
TD Capital Management
Tennessee
$8K +$61 +2 +0.8%
TIM
130
Tortoise Investment Management
New York
$7K – – –
LWA
131
Lowe Wealth Advisors
Maryland
$6K +$1.37K +40 +30%
WIM
132
Westside Investment Management
California
$5.97K +$33 +1 +0.6%
SEI Investments
133
SEI Investments
Pennsylvania
$4K -$21.6K -637 -84%
AIM
134
Anchor Investment Management
South Carolina
$3.41K -$11.5K -353 -77%
EWM
135
Evercore Wealth Management
New York
$3K – – –
GRP
136
Global Retirement Partners
California
$2K +$2K +76 New
GEA
137
Glen Eagle Advisors
New Jersey
$1.46K +$1.46K +45 New
SVCP
138
Silicon Valley Capital Partners
California
– -$4.02M -128,477 Closed
CCP
139
Cardan Capital Partners
Colorado
– -$2.16M -68,833 Closed
TRCT
140
Tower Research Capital (TRC)
New York
– -$1.7M -54,352 Closed
FFA
141
First Foundation Advisors
California
– -$623K -19,900 Closed
EFS
142
Essex Financial Services
Connecticut
– -$443K -14,155 Closed
RIA
143
Regal Investment Advisors
Michigan
– -$264K -8,435 Closed
BAM
144
Berkshire Asset Management
Pennsylvania
– -$220K -7,027 Closed
FCAG
145
First Capital Advisors Group
New Jersey
– -$210K -6,702 Closed
FT
146
Fiduciary Trust
Massachusetts
– -$190K -6,068 Closed
BP
147
Ballentine Partners
Massachusetts
– -$125K -3,922 Closed
NA
148
NewEdge Advisors
Louisiana
– -$90.6K -2,892 Closed
CTC
149
Central Trust Company
Missouri
– -$41K -1,320 Closed
OIA
150
OneDigital Investment Advisors
Kansas
– -$8K -253 Closed
3 4 5
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