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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

209 hedge funds and large institutions have $1.96B invested in iShares Core Dividend Growth ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
29
Increased
105
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
3
CWM
Cornerstone Wealth Management
Missouri
$57.6M
4
Mariner
Mariner
Kansas
$13.2M
5
Jane Street
Jane Street
New York
$8.27M

Top Sellers

1
FCFS
First Command Financial Services
Texas
$38K
2
FCAS
First Command Advisory Services
Texas
$3.76M
3
MML Investors Services
MML Investors Services
Massachusetts
$13.4M
4
MWM
Mascoma Wealth Management
New Hampshire
$289K
5
NAM
North American Management
Massachusetts
$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lee Financial
Texas
$235K +$70K +2,044 +42%
Deutsche Bank
152
Deutsche Bank
Germany
$235K +$121K +3,525 +106%
NWP
153
Northstar Wealth Partners
Connecticut
$233K – – –
HL
154
HeadInvest LLC
Maine
$231K – – –
CCMD
155
Cypress Capital Management (Delaware)
Delaware
$231K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$219K +$114K +3,319 +108%
GP
157
Girard Partners
Pennsylvania
$218K – – –
PA
158
Pinnacle Associates
New York
$210K +$210K +6,140 New
FT
159
Fiduciary Trust
Massachusetts
$208K – – –
M&T Bank
160
M&T Bank
New York
$207K -$88.3K -2,571 -30%
CCP
161
Corient Capital Partners
California
$206K – – –
BFG
162
Bouchey Financial Group
New York
$204K – – –
JIC
163
Johnson Investment Counsel
Ohio
$202K -$355K -10,397 -64%
GWM
164
Geneos Wealth Management
Colorado
$199K +$41K +1,200 +26%
EA
165
Edge Advisors
Georgia
$183K – – –
QCIG
166
Quad-Cities Investment Group
Iowa
$136K +$136K +3,896 New
CF
167
Centaurus Financial
California
$113K +$113K +3,293 New
BWM
168
BerganKDV Wealth Management
Minnesota
$112K +$112K +3,255 New
SQA
169
Simon Quick Advisors
New Jersey
$90K +$90K +2,632 New
IFAM
170
Institutional & Family Asset Management
Colorado
$82K +$28K +812 +52%
BWA
171
BDO Wealth Advisors
Florida
$79K – – –
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$75K -$28.1K -823 -27%
HFM
173
Hartford Financial Management
Connecticut
$71K +$71K +2,078 New
APA
174
American Portfolios Advisors
New York
$71K – – –
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$58.8K -$2.19K -64 -4%
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