DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

253 hedge funds and large institutions have $2.89B invested in iShares Core Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+39
Holders Change %
+18.22%
% of All Funds
5.65%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
60
Increased
127
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$217M
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Bank of America
Bank of America
North Carolina
$445M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$558M
5
Wells Fargo
Wells Fargo
California
$123M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.09M
2
SWMG
Sanchez Wealth Management Group
Florida
$0
3
ASN
Advisory Services Network
Georgia
$1.46M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
AE Wealth Management
Kansas
$348K +$27.9K +839 +9%
QCIG
177
Quad-Cities Investment Group
Iowa
$333K +$181K +5,481 +120%
SG
178
StoneX Group
New York
$326K +$326K +9,820 New
WSFS
179
Wilmington Savings Fund Society
Delaware
$316K – – –
SMFS
180
Squar Milner Financial Services
California
$315K -$3.75K -113 -1%
AIC
181
Ameritas Investment Company
Nebraska
$314K +$314K +9,457 New
HR
182
Hayden Royal
North Carolina
$291K +$291K +8,756 New
BAM
183
Berkshire Asset Management
Pennsylvania
$289K – – –
MLIC
184
Mandatum Life Insurance Company
Finland
$283K -$129K -3,900 -31%
DIA
185
Davidson Investment Advisors
Montana
$276K +$3.48K +105 +1%
PPA
186
Parametric Portfolio Associates
Washington
$274K +$30.2K +908 +12%
CAM
187
Cresset Asset Management
Illinois
$261K +$261K +7,852 New
EWF
188
Epstein & White Financial
California
$257K -$47.6K -1,443 -16%
CAM
189
Concorde Asset Management
Michigan
$244K +$17.4K +523 +8%
OAM
190
Oak Asset Management
California
$244K +$244K +7,368 New
S
191
SignatureFD
Georgia
$243K +$243K +7,316 New
FCT
192
Family Capital Trust
Massachusetts
$242K – – –
Cerity Partners
193
Cerity Partners
New York
$242K +$242K +7,302 New
EPA
194
Element Pointe Advisors
Florida
$240K +$240K +7,230 New
CCMD
195
Cypress Capital Management (Delaware)
Delaware
$223K – – –
PC
196
Palo Capital
California
$223K +$223K +6,710 New
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$215K +$170K +5,130 +381%
FT
198
Fiduciary Trust
Massachusetts
$201K – – –
GWMIA
199
Global Wealth Management Investment Advisory
Florida
$166K +$166K +5,007 New
LC
200
Lindbrook Capital
California
$132K +$132K +4,000 New
6 7
8
9 10