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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$702M
2
HI
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
PI
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$92M
2
UBS Group
UBS Group
Switzerland
$93.5M
3
Jane Street
Jane Street
New York
$0
4
TCM
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
176
Financial Advocates Investment Management
Washington
$484K +$2.46K +67 +0.5%
RMAM
177
Raab & Moskowitz Asset Management
New Jersey
$480K +$74K +2,017 +18%
AIC
178
Ameritas Investment Company
Nebraska
$477K +$130K +3,539 +37%
CAN
179
Claraphi Advisory Network
United States
$473K +$473K +12,872 New
MSAM
180
Moloney Securities Asset Management
Missouri
$451K -$6.28K -171 -1%
FHC
181
First Heartland Consultants
Missouri
$450K +$30K +817 +7%
SPIA
182
Steward Partners Investment Advisory
New York
$422K -$3.69M -100,463 -90%
DWM
183
Dakota Wealth Management
Florida
$409K +$409K +11,000 New
PAS
184
Partnervest Advisory Services
California
$397K +$397K +10,807 New
HL
185
HeadInvest LLC
Maine
$393K -$400K -10,905 -50%
AIP
186
Almanack Investment Partners
Pennsylvania
$390K -$62.2K -1,690 -14%
William Blair & Company
187
William Blair & Company
Illinois
$380K +$380K +10,346 New
US Bancorp
188
US Bancorp
Minnesota
$378K +$247K +6,733 +189%
SS
189
Simplicity Solutions
Minnesota
$366K -$124K -3,380 -25%
SG
190
StoneX Group
New York
$359K -$1.65K -45 -0.5%
WSFS
191
Wilmington Savings Fund Society
Delaware
$350K – – –
AWM
192
AE Wealth Management
Kansas
$348K -$36.7K -1,001 -10%
SMFS
193
Squar Milner Financial Services
California
$348K – – –
CCMD
194
Cypress Capital Management (Delaware)
Delaware
$335K +$88K +2,395 +36%
PTC
195
Private Trust Company
Ohio
$334K +$334K +9,106 New
S
196
SignatureFD
Georgia
$330K +$60.9K +1,656 +23%
BAM
197
Berkshire Asset Management
Pennsylvania
$320K – – –
WPP
198
Whalerock Point Partners
Rhode Island
$320K +$320K +8,707 New
MWM
199
Mascoma Wealth Management
New Hampshire
$318K -$93.4K -2,539 -23%
DIA
200
Davidson Investment Advisors
Montana
$296K -$10.7K -290 -3%
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8
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