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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in iShares Core Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
10.01%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
1.25%
New
60
Increased
207
Reduced
162
Closed
26
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.03B
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
GC
Gratus Capital
Georgia
$19.7M
5
Bank of America
Bank of America
North Carolina
$582M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
RIG
RiverFront Investment Group
Virginia
$21.4M
3
WPP
Whalerock Point Partners
Rhode Island
$626K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M
5
NAM
North American Management
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
151
HYA Advisors
Missouri
$3.18M +$250K +6,289 +9%
PA
152
Probity Advisors
Texas
$3.18M +$22.3K +561 +0.7%
HFRG
153
Houlihan Financial Resource Group
Virginia
$3.11M +$3.11M +72,419 New
DI
154
DAGCO Inc
Ohio
$3.07M +$2.68M +67,282 +675%
EB
155
Eastern Bank
Massachusetts
$3.07M -$14.8K -371 -0.5%
AWE
156
Avidian Wealth Enterprises
Texas
$3.07M -$243K -6,119 -7%
VC
157
Veracity Capital
Georgia
$3.06M -$372K -9,358 -11%
DL
158
DOHJ LLC
Washington
$3.04M +$197K +4,786 +7%
Creative Planning
159
Creative Planning
Kansas
$3.02M +$1.28M +32,218 +74%
VA
160
Valmark Advisers
Ohio
$2.9M -$57.1K -1,435 -2%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$2.8M -$2.72M -68,368 -49%
MSWMA
162
Market Street Wealth Management Advisors
Indiana
$2.77M -$860K -21,628 -24%
PAS
163
Park Avenue Securities
New York
$2.76M +$401K +10,068 +17%
SFG
164
Sowa Financial Group
Rhode Island
$2.73M +$55K +1,383 +2%
LWA
165
LWS Wealth Advisors
New Jersey
$2.7M -$136K -3,427 -5%
PCM
166
Perritt Capital Management
Illinois
$2.7M +$491K +12,353 +22%
US Bancorp
167
US Bancorp
Minnesota
$2.66M +$13.8K +346 +0.5%
BWA
168
BDO Wealth Advisors
Florida
$2.58M -$305K -7,676 -11%
KWM
169
Kingsview Wealth Management
Oregon
$2.56M +$27.7K +697 +1%
RSWM
170
Robertson Stephens Wealth Management
California
$2.55M -$1.95M -49,056 -43%
FIM
171
Fernwood Investment Management
Massachusetts
$2.54M -$90.7K -2,279 -3%
BFA
172
Beacon Financial Advisory
Ohio
$2.49M +$2.27K +57 +0.1%
WWM
173
Western Wealth Management
Colorado
$2.43M +$439K +11,039 +22%
FF
174
Fluent Financial
Texas
$2.43M +$15.7K +395 +0.7%
TRCT
175
Tower Research Capital (TRC)
New York
$2.43M -$602K -15,115 -20%
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