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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$77.3M
2
Morgan Stanley
Morgan Stanley
New York
+$42.1M
3
Bank of America
Bank of America
North Carolina
+$34.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$25.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.8M
3
CWM
Connecticut Wealth Management
Connecticut
-$17.3M
4
PI
PFS Investments
Georgia
-$15.7M
5
NAM
Nissay Asset Management
Japan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
KCM Investment Advisors
California
$1.6M -$20.9K -641 -1%
CPIA
177
Cornell Pochily Investment Advisors
New York
$1.57M -$244K -7,486 -13%
SXL
178
Summit X LLC
Missouri
$1.57M -$49.6K -1,519 -3%
MFG
179
Merit Financial Group
Georgia
$1.56M +$35.1K +1,077 +2%
PA
180
Probity Advisors
Texas
$1.55M +$1.55M +47,490 New
AFG
181
Albion Financial Group
Utah
$1.54M -$9.84K -302 -0.6%
IWS
182
Insight Wealth Strategies
California
$1.53M -$84.1K -2,580 -5%
CRC
183
Curi RMB Capital
Illinois
$1.42M -$557K -17,099 -28%
BAAM
184
Baker Avenue Asset Management
California
$1.4M -$9.48M -290,820 -87%
EPA
185
Element Pointe Advisors
Florida
$1.38M – – –
AW
186
ACG Wealth
Georgia
$1.36M -$363K -11,143 -21%
Creative Planning
187
Creative Planning
Kansas
$1.34M +$174K +5,339 +15%
QCIG
188
Quad-Cities Investment Group
Iowa
$1.32M +$105K +3,235 +9%
SF
189
Synovus Financial
Georgia
$1.28M +$1.03M +31,725 +422%
SI
190
Stephens Inc
Arkansas
$1.25M +$866K +26,573 +223%
EDRIA
191
Edmonds Duncan Registered Investment Advisors
Kansas
$1.25M +$32.5K +996 +3%
ELI
192
Empire Life Investments
Ontario, Canada
$1.25M +$520K +15,947 +71%
LW
193
Linscomb Wealth
Texas
$1.24M -$155K -4,757 -11%
EFS
194
Essex Financial Services
Connecticut
$1.21M +$546K +16,752 +82%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.21M +$1.16M +35,448 +2,203%
HSWM
196
Hubbell Strickland Wealth Management
Louisiana
$1.2M +$613K +18,811 +105%
KIM
197
Karpus Investment Management
New York
$1.18M -$25.1M -770,616 -96%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$1.17M -$274K -8,408 -19%
SMFS
199
Squar Milner Financial Services
California
$1.16M +$303K +9,315 +36%
AIC
200
Ameritas Investment Company
Nebraska
$1.16M +$609K +18,693 +112%
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