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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$120M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
LPL Financial
California
$353M
4
Morgan Stanley
Morgan Stanley
New York
$780M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
BlackRock
New York
$223M
3
FCFS
First Command Financial Services
Texas
$96.6M
4
FCB
First Command Bank
Texas
$96.6M
5
MC
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
FC Advisory
Pennsylvania
$8.55M +$276K +5,491 +3%
EL
127
EQ LLC
Washington
$8.36M +$3.37M +67,003 +67%
WWA
128
WC Walker & Associates
California
$7.8M +$135K +2,683 +2%
HHRDM
129
H&H Retirement Design & Management
Nevada
$7.63M +$103K +2,027 +1%
MA
130
Modus Advisors
Minnesota
$7.59M -$49.4K -984 -0.6%
CFA
131
Carroll Financial Associates
North Carolina
$7.46M +$20.5K +409 +0.3%
EB
132
Eastern Bank
Massachusetts
$7.36M +$259K +5,158 +4%
CWM
133
Connecticut Wealth Management
Connecticut
$7.34M +$206K +4,099 +3%
MC
134
Matisse Capital
Oregon
$7.27M +$739K +14,700 +11%
CA
135
Calton & Associates
Florida
$7.24M +$5.53M +110,085 +324%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$7.14M +$3.5M +69,750 +96%
BRWA
137
B. Riley Wealth Advisors
Florida
$7.09M +$535K +10,644 +8%
DAS
138
Dynamic Advisor Solutions
Arizona
$6.86M +$462K +9,198 +7%
ASN
139
Advisory Services Network
Georgia
$6.85M +$1.96M +39,043 +40%
RPWA
140
Regent Peak Wealth Advisors
Georgia
$6.58M +$33.8K +673 +0.5%
NEIRG
141
New England Investment & Retirement Group
Massachusetts
$6.34M -$107K -2,131 -2%
AWE
142
Avidian Wealth Enterprises
Texas
$6.34M +$1.45M +28,876 +30%
KAM
143
Knightsbridge Asset Management
California
$6.34M +$3.28M +65,251 +107%
HCP
144
Holt Capital Partners
Texas
$6.33M +$253K +5,036 +4%
SVWAG
145
Sound View Wealth Advisors Group
Georgia
$6.33M -$139K -2,767 -2%
TWA
146
Tillar-Wenstrup Advisors
Ohio
$6.33M -$6.13M -121,924 -49%
MA
147
Mutual Advisors
Nebraska
$6.31M +$324K +6,453 +5%
PFA
148
Professional Financial Advisors
Nebraska
$6.1M +$342K +6,815 +6%
CWM
149
Cornerstone Wealth Management
Missouri
$6.06M -$256K -5,102 -4%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$6.04M +$786K +15,652 +15%
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