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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$118M
2
Morgan Stanley
Morgan Stanley
New York
$354M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936M
4
SEIA
Signature Estate & Investment Advisors
California
$48.3M
5
Wells Fargo
Wells Fargo
California
$162M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.3M
2
PI
PFS Investments
Georgia
$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.8M
4
Jane Street
Jane Street
New York
$1.09M
5
Bank of America
Bank of America
North Carolina
$587M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$3.67M +$365K +8,689 +11%
JWCA
127
J.W. Cole Advisors
Florida
$3.66M +$3.66M +87,015 New
LWA
128
Lineweaver Wealth Advisors
Ohio
$3.59M +$3.59M +85,303 New
RPWA
129
Regent Peak Wealth Advisors
Georgia
$3.58M +$3.58M +84,991 New
PWA
130
Physician Wealth Advisors
Utah
$3.57M +$7.71K +182 +0.2%
ASN
131
Advisory Services Network
Georgia
$3.52M +$514K +12,220 +17%
9WM
132
9258 Wealth Management
Ohio
$3.46M +$3.05M +72,526 +750%
VCP
133
Verus Capital Partners
Arizona
$3.45M +$3.45M +81,925 New
FPGK
134
Financial Partners Group (Kansas)
Kansas
$3.43M -$172K -4,084 -5%
AF
135
Apexium Financial
Texas
$3.42M +$3.42M +81,364 New
CFA
136
Carroll Financial Associates
North Carolina
$3.31M +$221K +5,254 +7%
HI
137
Horizon Investments
North Carolina
$3.3M -$136M -3,223,623 -98%
LFAS
138
Level Four Advisory Services
Texas
$3.3M +$228K +5,413 +7%
Prudential Financial
139
Prudential Financial
New Jersey
$3.26M +$2.5M +59,487 +331%
VA
140
Valmark Advisers
Ohio
$3.19M +$491K +11,662 +18%
FG
141
Fiduciary Group
Georgia
$3.19M -$125K -2,980 -4%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$3.18M +$326K +7,742 +11%
KWM
143
Kingsview Wealth Management
Oregon
$3.15M +$824K +19,578 +35%
WWM
144
Willingdon Wealth Management
North Carolina
$3.11M +$62.3K +1,480 +2%
US Bancorp
145
US Bancorp
Minnesota
$3.11M -$6.44K -153 -0.2%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$3.08M +$1.99M +30,552 +184%
IFG
147
Investors Financial Group
Minnesota
$2.84M +$2.84M +67,532 New
CPIA
148
Cornell Pochily Investment Advisors
New York
$2.84M +$470K +9,241 +20%
TP
149
Tranquility Partners
Tennessee
$2.81M +$13K +310 +0.5%
MA
150
Mutual Advisors
Nebraska
$2.79M +$162K +3,862 +6%
4 5
6
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