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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
UTC
Unified Trust Company
Kentucky
$70.3M
4
Ameriprise
Ameriprise
Minnesota
$352M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42M
2
AC
Allstate Corporation
Illinois
$27.8M
3
BlackRock
BlackRock
New York
$439M
4
TIA
Traphagen Investment Advisors
New Jersey
$1.1M
5
SCP
Syntal Capital Partners
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$5.32M +$112K +2,329 +2%
HCP
152
Holt Capital Partners
Texas
$5.31M +$319K +6,615 +6%
MWPCG
153
Measured Wealth Private Client Group
New Hampshire
$5.28M +$79.1K +1,639 +2%
RPWA
154
Regent Peak Wealth Advisors
Georgia
$5.27M +$279K +5,788 +6%
PFA
155
Professional Financial Advisors
Nebraska
$5.25M +$2.31M +47,935 +79%
US Bancorp
156
US Bancorp
Minnesota
$5.25M +$1.12M +23,107 +27%
GA
157
GoalVest Advisory
New York
$5.11M +$140K +2,900 +3%
IC
158
IEQ Capital
California
$5.05M -$10.3K -213 -0.2%
LWA
159
Lineweaver Wealth Advisors
Ohio
$5M -$630K -13,056 -11%
WS
160
Wela Strategies
Georgia
$5M -$114K -2,371 -2%
RPSA
161
Richard P. Slaughter Associates
Texas
$4.97M +$4.97M +102,941 New
TFS
162
Thoroughbred Financial Services
Tennessee
$4.88M -$14.9K -309 -0.3%
HAC
163
Harbor Advisory Corp
New Hampshire
$4.84M +$1.7M +35,182 +54%
NEIRG
164
New England Investment & Retirement Group
Massachusetts
$4.79M +$455K +9,425 +11%
WWM
165
Windsor Wealth Management
Indiana
$4.76M +$6.18K +128 +0.1%
VA
166
Valmark Advisers
Ohio
$4.61M +$178K +3,694 +4%
ASN
167
Advisory Services Network
Georgia
$4.58M +$392K +8,120 +9%
MFM
168
Mirsky Financial Management
New York
$4.55M +$18.8K +389 +0.4%
Creative Planning
169
Creative Planning
Kansas
$4.53M +$512K +10,614 +13%
LWM
170
Lionsbridge Wealth Management
Florida
$4.39M +$170K +3,518 +4%
FA
171
Fermata Advisors
California
$4.35M +$4.35M +90,085 New
HA
172
HYA Advisors
Missouri
$4.3M +$277K +5,743 +7%
CWM
173
Cedar Wealth Management
California
$4.22M +$17.6K +365 +0.4%
AWE
174
Avidian Wealth Enterprises
Texas
$4.22M +$433K +8,980 +11%
FF
175
FourThought Financial
Florida
$4.15M -$393K -8,139 -9%
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