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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.65%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
2
Goldman Sachs
Goldman Sachs
New York
+$120M
3
Bank of America
Bank of America
North Carolina
+$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$88.6M
5
Wells Fargo
Wells Fargo
California
+$61.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$30.6M
2
SWMG
Sanchez Wealth Management Group
Florida
-$6.52M
3
ASN
Advisory Services Network
Georgia
-$1.78M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
126
Certified Advisory Corp
Florida
$811K +$96K +2,893 +13%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$807K +$807K +24,337 New
CBFP
128
Cedar Brook Financial Partners
Ohio
$792K +$792K +23,861 New
OC
129
Oppenheimer & Co
New York
$735K +$41.5K +1,249 +6%
Creative Planning
130
Creative Planning
Kansas
$725K +$428K +12,912 +144%
GLA
131
Good Life Advisors
Pennsylvania
$720K +$104K +3,124 +17%
HL
132
HeadInvest LLC
Maine
$717K +$359K +10,835 +101%
KA
133
Kovack Advisors
Florida
$694K -$46K -1,387 -6%
FHA
134
Flagship Harbor Advisors
Massachusetts
$674K +$59.5K +1,794 +10%
NFG
135
Next Financial Group
Texas
$667K +$638K +19,231 +2,195%
FAAS
136
First Allied Advisory Services
California
$663K +$123K +3,689 +23%
FAM
137
Formidable Asset Management
Ohio
$656K +$80.6K +2,432 +14%
WI
138
Wintrust Investments
Illinois
$651K -$443K -13,369 -41%
PJSIMP
139
P.J. Schmidt Investment Management (PJS)
Wisconsin
$643K +$7K +211 +1%
SC
140
Scotia Capital
Ontario, Canada
$642K +$642K +19,348 New
KWM
141
Kingsview Wealth Management
Oregon
$637K +$6.4K +193 +1%
CFS
142
CRA Financial Services
New Jersey
$615K +$615K +18,532 New
BFA
143
Beaumont Financial Advisors
Massachusetts
$599K -$87K -2,624 -13%
DC
144
Davenport & Co
Virginia
$583K +$124K +3,745 +27%
PA
145
Pinnacle Associates
New York
$581K +$303K +9,125 +109%
PA
146
PFG Advisors
Arizona
$571K -$69.3K -1,932 -11%
BIA
147
Biondo Investment Advisors
Pennsylvania
$570K -$22.6K -680 -4%
GPA
148
Guidance Point Advisors
Massachusetts
$569K +$569K +6,508 New
SXL
149
Summit X LLC
Missouri
$542K +$101K +3,033 +23%
HFS
150
Howard Financial Services
Texas
$529K +$529K +15,935 New
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