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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$118M
2
Morgan Stanley
Morgan Stanley
New York
$354M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936M
4
SEIA
Signature Estate & Investment Advisors
California
$48.3M
5
Wells Fargo
Wells Fargo
California
$162M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.3M
2
PI
PFS Investments
Georgia
$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.8M
4
Jane Street
Jane Street
New York
$1.09M
5
Bank of America
Bank of America
North Carolina
$587M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
151
Beacon Financial Advisory
Ohio
$2.76M +$2.76M +65,637 New
MCM
152
Mattern Capital Management
Colorado
$2.75M +$2.75M +65,334 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$2.73M +$1.08M +25,667 +66%
WCG
154
Weaver Consulting Group
California
$2.7M +$303K +7,738 +13%
PAS
155
Park Avenue Securities
New York
$2.67M +$668K +15,874 +33%
SFG
156
Sowa Financial Group
Rhode Island
$2.65M +$2.65M +62,911 New
SCP
157
Shorepoint Capital Partners
Massachusetts
$2.63M +$93.1K +2,213 +4%
HA
158
HYA Advisors
Missouri
$2.57M +$2.57M +61,168 New
FFS
159
Founders Financial Securities
Maryland
$2.56M -$4.88M -116,015 -66%
CRC
160
Curi RMB Capital
Illinois
$2.56M -$585K -13,896 -19%
FIM
161
Fernwood Investment Management
Massachusetts
$2.54M +$197K +4,684 +8%
FF
162
Fluent Financial
Texas
$2.49M -$244K -5,803 -9%
AAS
163
Avantax Advisory Services
Texas
$2.47M +$344K +8,174 +16%
DWM
164
Destination Wealth Management
California
$2.42M -$140K -3,336 -5%
CWM
165
Chicago Wealth Management
Illinois
$2.4M +$2.4M +57,017 New
LWP
166
Legacy Wealth Planning
Nevada
$2.39M +$2.39M +56,870 New
ICM
167
Islay Capital Management
Texas
$2.35M +$2.35M +55,894 New
CAS
168
Cascadia Advisory Services
Oregon
$2.31M +$2.31M +54,800 New
OC
169
Oppenheimer & Co
New York
$2.3M +$547K +13,012 +31%
AWA
170
Arete Wealth Advisors
Illinois
$2.26M +$153K +3,629 +7%
SS
171
Simplicity Solutions
Minnesota
$2.25M +$1.86M +44,167 +469%
PFA
172
Professional Financial Advisors
Nebraska
$2.25M +$2.25M +53,542 New
AW
173
ACG Wealth
Georgia
$2.22M +$205K +4,864 +10%
WWM
174
Western Wealth Management
Colorado
$2.18M +$139K +3,310 +7%
CCM
175
Cribstone Capital Management
Maine
$2.13M -$342K -8,124 -14%
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