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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$702M
2
HI
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
PI
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$92M
2
UBS Group
UBS Group
Switzerland
$93.5M
3
Jane Street
Jane Street
New York
$0
4
TCM
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$1.12M +$10.5K +287 +1%
AFP
127
Ausdal Financial Partners
Iowa
$1.11M +$1.11M +30,066 New
Creative Planning
128
Creative Planning
Kansas
$1.1M +$295K +8,030 +37%
VC
129
Vicus Capital
Pennsylvania
$1.08M +$131K +3,574 +14%
IC
130
Inscription Capital
Texas
$1.04M – – –
MIAN
131
Mariner Independent Advisor Network
Kansas
$1.03M +$54.5K +1,471 +6%
FI
132
Financial Insights
Washington
$1.01M -$168K -4,417 -14%
KWM
133
Kingsview Wealth Management
Oregon
$961K +$256K +6,957 +36%
SWP
134
Stratos Wealth Partners
Ohio
$945K +$42.3K +1,152 +5%
SCP
135
Syntal Capital Partners
Texas
$945K +$945K +25,730 New
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$942K +$47.6K +1,296 +5%
OAM
137
Occidental Asset Management
California
$930K – – –
GPA
138
Guidance Point Advisors
Massachusetts
$908K +$669K +18,218 +280%
V
139
Veritable
Delaware
$907K – – –
CAC
140
Certified Advisory Corp
Florida
$900K +$1.25K +34 +0.1%
SC
141
Scotia Capital
Ontario, Canada
$893K +$182K +4,946 +26%
ACM
142
AlphaStar Capital Management
North Carolina
$856K -$227K -6,185 -21%
PA
143
Parallel Advisors
California
$838K -$236K -6,416 -22%
OC
144
Oppenheimer & Co
New York
$823K +$9.88K +269 +1%
KA
145
Kovack Advisors
Florida
$820K +$51.5K +1,400 +7%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$792K +$79.8K +2,171 +11%
GWAG
147
Garrett Wealth Advisory Group
Texas
$771K -$328K -8,960 -30%
WI
148
Wintrust Investments
Illinois
$744K +$23K +625 +3%
DWM
149
Darwin Wealth Management
Florida
$720K +$720K +19,584 New
Bank of New York Mellon
150
Bank of New York Mellon
New York
$686K -$556K -15,128 -45%
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