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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$120M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
LPL Financial
California
$353M
4
Morgan Stanley
Morgan Stanley
New York
$780M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
BlackRock
New York
$223M
3
FCFS
First Command Financial Services
Texas
$96.6M
4
FCB
First Command Bank
Texas
$96.6M
5
MC
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Echo Wealth Management
Minnesota
$5.9M -$259K -5,039 -4%
WWM
152
WJ Wealth Management
Arizona
$5.89M +$5.89M +117,297 New
SWMG
153
Sanchez Wealth Management Group
Florida
$5.85M +$18.5K +368 +0.3%
OC
154
Oppenheimer & Co
New York
$5.83M +$147K +2,920 +3%
OCM
155
One Capital Management
California
$5.77M +$5.77M +114,767 New
AWM
156
Accel Wealth Management
Iowa
$5.61M +$448K +8,920 +9%
TFS
157
Thoroughbred Financial Services
Tennessee
$5.57M +$215K +4,289 +4%
PA
158
PSI Advisors
Florida
$5.53M +$654K +13,010 +13%
LWA
159
Lineweaver Wealth Advisors
Ohio
$5.5M +$299K +5,955 +6%
FHA
160
First Horizon Advisors
Tennessee
$5.46M +$162K +3,226 +3%
CIAS
161
Capital Investment Advisory Services
North Carolina
$5.45M -$2.67M -53,189 -33%
TCMP
162
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.37M +$900K +17,913 +20%
1WA
163
180 Wealth Advisors
Washington
$5.32M -$126K -2,424 -2%
HI
164
Harbour Investments
Wisconsin
$5.2M -$178K -3,536 -3%
IC
165
IEQ Capital
California
$5.07M +$248K +4,927 +5%
HA
166
HYA Advisors
Missouri
$5.06M -$7.39K -145 -0.1%
HAC
167
Harbor Advisory Corp
New Hampshire
$5.03M -$12.1K -240 -0.2%
GIA
168
Gladstone Institutional Advisory
Florida
$5M +$722K +14,369 +17%
US Bancorp
169
US Bancorp
Minnesota
$4.94M -$1.21M -24,074 -20%
FA
170
Fermata Advisors
California
$4.88M +$189K +3,755 +4%
WWM
171
Windsor Wealth Management
Indiana
$4.88M -$265K -5,224 -5%
RPSA
172
Richard P. Slaughter Associates
Texas
$4.86M -$316K -6,283 -6%
EFS
173
Essex Financial Services
Connecticut
$4.81M +$762K +15,168 +19%
CWM
174
Cedar Wealth Management
California
$4.72M +$17.8K +355 +0.4%
Creative Planning
175
Creative Planning
Kansas
$4.62M +$68.9K +1,372 +2%
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