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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
$584M
2
FCB
First Command Bank
Texas
$156M
3
FCFS
First Command Financial Services
Texas
$156M
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Morgan Stanley
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
Allstate Corporation
Illinois
$0
4
TC
Trilogy Capital
California
$0
5
CAN
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
126
Physician Wealth Advisors
Utah
$8.77M -$114K -2,225 -1%
FA
127
FC Advisory
Pennsylvania
$8.3M +$498K +9,888 +6%
F
128
F3Logic
Minnesota
$8.29M +$832K +16,521 +11%
CIAS
129
Capital Investment Advisory Services
North Carolina
$8.15M +$236K +4,678 +3%
WWA
130
WC Walker & Associates
California
$7.78M -$115K -2,256 -1%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$7.78M +$6.77M +133,351 +670%
MA
132
Modus Advisors
Minnesota
$7.66M +$213K +4,222 +3%
HHRDM
133
H&H Retirement Design & Management
Nevada
$7.56M -$333K -6,507 -4%
CFA
134
Carroll Financial Associates
North Carolina
$7.46M +$60.7K +1,206 +0.8%
CWM
135
Connecticut Wealth Management
Connecticut
$7.15M +$7.15M +141,910 New
EB
136
Eastern Bank
Massachusetts
$7.12M +$125K +2,474 +2%
MPW
137
Monterey Private Wealth
California
$7M +$50.9K +1,011 +0.7%
RPWA
138
Regent Peak Wealth Advisors
Georgia
$6.73M +$1.09M +21,118 +19%
DC
139
Davenport & Co
Virginia
$6.7M +$262K +5,209 +4%
BRWA
140
B. Riley Wealth Advisors
Florida
$6.57M +$284K +5,639 +5%
MC
141
Matisse Capital
Oregon
$6.54M +$15.6K +310 +0.2%
CCA
142
Conservest Capital Advisors
Pennsylvania
$6.54M +$2.54M +50,395 +63%
SVWAG
143
Sound View Wealth Advisors Group
Georgia
$6.48M +$3.35M +66,589 +107%
NEIRG
144
New England Investment & Retirement Group
Massachusetts
$6.46M +$1.47M +29,141 +29%
DAS
145
Dynamic Advisor Solutions
Arizona
$6.41M +$2.38M +47,280 +59%
CWM
146
Cornerstone Wealth Management
Missouri
$6.33M +$48.4K +962 +0.8%
US Bancorp
147
US Bancorp
Minnesota
$6.16M +$683K +13,566 +12%
HCP
148
Holt Capital Partners
Texas
$6.1M +$560K +11,125 +10%
EWM
149
Echo Wealth Management
Minnesota
$6.06M +$69.1K +1,369 +1%
MA
150
Mutual Advisors
Nebraska
$6M -$300K -5,951 -5%
4 5
6
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