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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.65%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$217M
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Bank of America
Bank of America
North Carolina
$445M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$558M
5
Wells Fargo
Wells Fargo
California
$123M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.09M
2
SWMG
Sanchez Wealth Management Group
Florida
$0
3
ASN
Advisory Services Network
Georgia
$1.46M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
Tillar-Wenstrup Advisors
Ohio
$527K +$9.82K +296 +2%
SWA
152
Stratos Wealth Advisors
Ohio
$513K +$513K +15,454 New
RBFC
153
Roman Butler Fullerton & Co
Missouri
$512K +$512K +15,091 New
SFG
154
StrategIQ Financial Group
Indiana
$508K +$16.9K +509 +3%
NGA
155
Naples Global Advisors
Florida
$506K +$20.4K +600 +4%
YWP
156
YorkBridge Wealth Partners
New York
$494K +$15.8K +475 +3%
1IA
157
1834 Investment Advisors
Wisconsin
$492K -$9.29K -280 -2%
UCFA
158
United Capital Financial Advisors
Texas
$485K +$32.9K +991 +7%
GWM
159
Geneos Wealth Management
Colorado
$481K -$31.5K -960 -6%
CI
160
CX Institutional
Indiana
$480K +$480K +14,481 New
SFS
161
Sowell Financial Services
Arkansas
$473K +$473K +14,261 New
DSAM
162
Dock Street Asset Management
Florida
$455K – – –
Brown Advisory
163
Brown Advisory
Maryland
$453K +$453K +13,643 New
SS
164
Simplicity Solutions
Minnesota
$443K +$443K +13,332 New
AWM
165
Alterna Wealth Management
Texas
$442K +$442K +13,330 New
NWP
166
Northstar Wealth Partners
Connecticut
$441K -$68.2K -2,055 -13%
FAIM
167
Financial Advocates Investment Management
Washington
$434K -$88.1K -2,659 -17%
MSAM
168
Moloney Securities Asset Management
Missouri
$413K +$38.4K +1,157 +10%
AIP
169
Almanack Investment Partners
Pennsylvania
$408K +$23.5K +709 +6%
FHC
170
First Heartland Consultants
Missouri
$379K -$232 -7 -0.1%
MWM
171
Mascoma Wealth Management
New Hampshire
$371K +$43.1K +1,300 +13%
BWM
172
Baystate Wealth Management
Massachusetts
$369K +$369K +10,562 New
RMAM
173
Raab & Moskowitz Asset Management
New Jersey
$367K +$183K +5,507 +99%
Citadel Advisors
174
Citadel Advisors
Florida
$362K +$362K +10,903 New
M&T Bank
175
M&T Bank
New York
$353K +$162K +4,902 +85%
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