DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
$584M
2
FCB
First Command Bank
Texas
$156M
3
FCFS
First Command Financial Services
Texas
$156M
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Morgan Stanley
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
Allstate Corporation
Illinois
$0
4
TC
Trilogy Capital
California
$0
5
CAN
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$5.99M – – –
SWMG
152
Sanchez Wealth Management Group
Florida
$5.84M +$17.2K +341 +0.3%
PFA
153
Professional Financial Advisors
Nebraska
$5.76M +$294K +5,854 +5%
GA
154
GoalVest Advisory
New York
$5.72M +$390K +7,741 +7%
OC
155
Oppenheimer & Co
New York
$5.7M +$152K +3,016 +3%
MWPCG
156
Measured Wealth Private Client Group
New Hampshire
$5.48M -$37.4K -743 -0.7%
1WA
157
180 Wealth Advisors
Washington
$5.47M -$104K -1,984 -2%
HI
158
Harbour Investments
Wisconsin
$5.39M -$1.84M -36,634 -25%
TFS
159
Thoroughbred Financial Services
Tennessee
$5.37M +$278K +5,525 +5%
FHA
160
First Horizon Advisors
Tennessee
$5.31M +$1.15M +22,848 +28%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$5.27M +$5.21M +103,519 +9,360%
LWA
162
Lineweaver Wealth Advisors
Ohio
$5.22M -$4.08K -81 -0.1%
RPSA
163
Richard P. Slaughter Associates
Texas
$5.19M +$1.16K +23 +0%
AWM
164
Accel Wealth Management
Iowa
$5.18M +$1.34M +26,611 +35%
WS
165
Wela Strategies
Georgia
$5.12M -$104K -2,071 -2%
WWM
166
Windsor Wealth Management
Indiana
$5.1M +$132K +2,631 +3%
HAC
167
Harbor Advisory Corp
New Hampshire
$5.05M – – –
HA
168
HYA Advisors
Missouri
$5.01M +$524K +10,410 +12%
EL
169
EQ LLC
Washington
$5M -$6.01M -119,245 -55%
AWE
170
Avidian Wealth Enterprises
Texas
$4.9M +$499K +9,906 +11%
ASN
171
Advisory Services Network
Georgia
$4.9M +$117K +2,315 +2%
PA
172
PSI Advisors
Florida
$4.88M +$835K +16,572 +21%
IC
173
IEQ Capital
California
$4.83M -$437K -8,669 -8%
CWM
174
Cedar Wealth Management
California
$4.71M +$303K +6,012 +7%
FA
175
Fermata Advisors
California
$4.7M +$166K +3,289 +4%
5 6
7
8 9