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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
126
Gibraltar Capital Management
Oklahoma
$4.69M -$89.9K -2,260 -2%
LWA
127
Lineweaver Wealth Advisors
Ohio
$4.67M -$52.9K -1,329 -1%
SS
128
Simplicity Solutions
Minnesota
$4.64M +$970K +24,373 +26%
OC
129
Oppenheimer & Co
New York
$4.48M +$164K +4,123 +4%
WWM
130
Windsor Wealth Management
Indiana
$4.32M -$361K -8,928 -8%
IC
131
IEQ Capital
California
$4.15M +$6.72K +169 +0.2%
MWPCG
132
Measured Wealth Private Client Group
New Hampshire
$4.14M +$4.14M +104,002 New
WS
133
Wela Strategies
Georgia
$4.06M -$142K -3,571 -3%
RPWA
134
Regent Peak Wealth Advisors
Georgia
$4.04M +$20.3K +510 +0.5%
DC
135
Davenport & Co
Virginia
$4.04M -$12K -301 -0.3%
CIAS
136
Capital Investment Advisory Services
North Carolina
$3.88M -$628K -15,784 -14%
MFM
137
Mirsky Financial Management
New York
$3.82M +$105K +2,636 +3%
CA
138
Crumly & Associates
Illinois
$3.62M -$130K -3,269 -3%
CS
139
Comerica Securities
Michigan
$3.61M +$685K +17,210 +23%
CWM
140
Cedar Wealth Management
California
$3.43M -$56.7K -1,426 -2%
TFS
141
Thoroughbred Financial Services
Tennessee
$3.42M -$38.6K -970 -1%
PA
142
Parallel Advisors
California
$3.42M +$3.42M +86,012 New
DF
143
Donoghue Forlines
Massachusetts
$3.4M -$591K -14,853 -15%
LWM
144
Lionsbridge Wealth Management
Florida
$3.39M +$202K +5,084 +6%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.38M -$216K -5,423 -6%
NEIRG
146
New England Investment & Retirement Group
Massachusetts
$3.33M -$134K -3,376 -4%
HCP
147
Holt Capital Partners
Texas
$3.33M +$1.85M +46,540 +125%
FIA
148
Foundations Investment Advisors
Arizona
$3.24M +$1.4M +35,173 +76%
FHA
149
First Horizon Advisors
Tennessee
$3.22M +$51.3K +1,289 +2%
VWA
150
Visionary Wealth Advisors
Illinois
$3.19M -$116K -2,911 -4%
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