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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
UTC
Unified Trust Company
Kentucky
$70.3M
4
Ameriprise
Ameriprise
Minnesota
$352M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42M
2
AC
Allstate Corporation
Illinois
$27.8M
3
BlackRock
BlackRock
New York
$439M
4
TIA
Traphagen Investment Advisors
New Jersey
$1.1M
5
SCP
Syntal Capital Partners
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
126
WC Walker & Associates
California
$7.6M -$51.5K -1,049 -0.7%
CIAS
127
Capital Investment Advisory Services
North Carolina
$7.58M +$1.27M +26,353 +20%
FA
128
FC Advisory
Pennsylvania
$7.47M +$88K +1,823 +1%
W
129
WealthOne
New York
$7.44M +$743K +15,384 +11%
F
130
F3Logic
Minnesota
$7.14M +$214K +4,428 +3%
MA
131
Modus Advisors
Minnesota
$7.13M +$118K +2,450 +2%
CFA
132
Carroll Financial Associates
North Carolina
$7.09M +$772 +16 +0%
DI
133
DAGCO Inc
Ohio
$7M +$1.67M +34,578 +31%
NAM
134
North American Management
Massachusetts
$6.96M +$10.7K +222 +0.2%
HI
135
Harbour Investments
Wisconsin
$6.94M +$6.94M +143,708 New
MPW
136
Monterey Private Wealth
California
$6.88M -$802K -16,093 -10%
EB
137
Eastern Bank
Massachusetts
$6.7M +$3.24M +67,205 +94%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$6.64M +$2.93M +60,700 +79%
MWA
139
MFA Wealth Advisors
Pennsylvania
$6.62M +$735K +15,240 +12%
MC
140
Matisse Capital
Oregon
$6.26M +$106K +2,200 +2%
DC
141
Davenport & Co
Virginia
$6.17M +$766K +15,862 +14%
MA
142
Mutual Advisors
Nebraska
$6.04M -$30.6K -633 -0.5%
BRWA
143
B. Riley Wealth Advisors
Florida
$6.02M +$2.88M +59,665 +92%
CWM
144
Cornerstone Wealth Management
Missouri
$6.02M +$272K +5,632 +5%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$5.99M – – –
PAS
146
Park Avenue Securities
New York
$5.92M -$24.8K -514 -0.4%
EWM
147
Echo Wealth Management
Minnesota
$5.72M -$1.99M -41,301 -26%
SWMG
148
Sanchez Wealth Management Group
Florida
$5.58M -$31K -642 -0.6%
MSAM
149
Moloney Securities Asset Management
Missouri
$5.4M +$5.19M +107,467 +2,403%
1WA
150
180 Wealth Advisors
Washington
$5.4M -$308K -6,091 -5%
4 5
6
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