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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

453 hedge funds and large institutions have $5.9B invested in iShares Core Dividend Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 192 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+112
Holders Change %
+32.84%
% of All Funds
8.95%
Holding in Top 10
46
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+142.11%
% of All Funds
0.91%
New
124
Increased
192
Reduced
82
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$118M
2
Morgan Stanley
Morgan Stanley
New York
$354M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936M
4
SEIA
Signature Estate & Investment Advisors
California
$48.3M
5
Wells Fargo
Wells Fargo
California
$162M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.3M
2
PI
PFS Investments
Georgia
$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.8M
4
Jane Street
Jane Street
New York
$1.09M
5
Bank of America
Bank of America
North Carolina
$587M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
KCM Investment Advisors
California
$2.09M +$364K +8,646 +21%
SXL
177
Summit X LLC
Missouri
$2.09M +$134K +3,169 +7%
IWS
178
Insight Wealth Strategies
California
$2.08M +$170K +4,046 +9%
PCM
179
Parsons Capital Management
Rhode Island
$2.08M +$154K +3,670 +8%
CG
180
Colony Group
Massachusetts
$2.03M +$352K +8,357 +21%
AFG
181
Albion Financial Group
Utah
$2M +$3.2K +76 +0.2%
MFG
182
Merit Financial Group
Georgia
$1.97M +$1.97M +46,709 New
FHA
183
First Horizon Advisors
Tennessee
$1.92M +$52K +1,235 +3%
KFGK
184
Keystone Financial Group (Kentucky)
Kentucky
$1.87M +$71.9K +1,708 +4%
Comerica Bank
185
Comerica Bank
Texas
$1.84M +$1.32M +31,213 +254%
LW
186
Linscomb Wealth
Texas
$1.81M +$1.81M +42,902 New
EPA
187
Element Pointe Advisors
Florida
$1.78M -$41.9K -995 -2%
CS
188
Comerica Securities
Michigan
$1.77M +$1.29M +30,630 +270%
HFRG
189
Houlihan Financial Resource Group
Virginia
$1.76M +$1.76M +41,768 New
PCM
190
Perritt Capital Management
Illinois
$1.7M +$73.3K +1,743 +5%
SEI Investments
191
SEI Investments
Pennsylvania
$1.68M -$169K -4,008 -9%
CTA
192
Colonial Trust Advisors
South Carolina
$1.62M +$270K +6,405 +20%
EDRIA
193
Edmonds Duncan Registered Investment Advisors
Kansas
$1.58M -$1.61M -38,226 -51%
QCIG
194
Quad-Cities Investment Group
Iowa
$1.56M +$175K +4,148 +13%
MA
195
Modus Advisors
Minnesota
$1.54M +$1.54M +36,560 New
CAM
196
Cresset Asset Management
Illinois
$1.52M -$196K -4,663 -11%
CBFP
197
Cedar Brook Financial Partners
Ohio
$1.51M +$47.1K +1,119 +3%
Creative Planning
198
Creative Planning
Kansas
$1.5M +$74.3K +1,765 +5%
PPW
199
Pasadena Private Wealth
California
$1.46M +$110K +2,622 +8%
RWP
200
RWA Wealth Partners
Massachusetts
$1.44M – – –
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