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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

580 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 256 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+85
Holders Change %
+17.17%
% of All Funds
10.29%
Holding in Top 10
76
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.58%
% of All Funds
1.35%
New
117
Increased
256
Reduced
131
Closed
20
Calls
$9.53M
Puts
–
Net Calls
+$9.53M
Net Calls Change
+$9.52M

Top Buyers

1
BlackRock
BlackRock
New York
$431M
2
HighTower Advisors
HighTower Advisors
Illinois
$103M
3
AC
Allstate Corporation
Illinois
$51.5M
4
FCAS
First Command Advisory Services
Texas
$1.21B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$295M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$71.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$43.2M
3
SL
Systelligence LLC
Minnesota
$8.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$99M
5
RJA
Raymond James & Associates
Florida
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
176
DOHJ LLC
Washington
$3.24M -$125K -2,731 -4%
EB
177
Eastern Bank
Massachusetts
$3.21M -$243K -5,425 -7%
MSWMA
178
Market Street Wealth Management Advisors
Indiana
$3.17M +$49.3K +1,099 +2%
22CM
179
20/20 Capital Management
California
$3.06M +$2.79M +61,803 +1,049%
EWA
180
Exencial Wealth Advisors
Oklahoma
$3.03M -$3.16M -70,617 -51%
DF
181
Donoghue Forlines
Massachusetts
$3.02M -$811K -18,096 -21%
WCG
182
Weaver Consulting Group
California
$2.97M +$666K +14,850 +29%
FIM
183
Fernwood Investment Management
Massachusetts
$2.92M +$58.3K +1,300 +2%
BRWA
184
B. Riley Wealth Advisors
Florida
$2.92M -$5.23M -116,750 -64%
HAC
185
Harbor Advisory Corp
New Hampshire
$2.92M +$2.92M +65,141 New
WWM
186
Western Wealth Management
Colorado
$2.88M +$139K +3,104 +5%
SS
187
Sunbelt Securities
Texas
$2.84M +$178K +3,969 +7%
BFA
188
Beacon Financial Advisory
Ohio
$2.83M +$21.5K +480 +0.8%
RSWM
189
Robertson Stephens Wealth Management
California
$2.83M -$49.2K -1,099 -2%
PGAM
190
Princeton Global Asset Management
New Jersey
$2.82M +$117K +2,604 +4%
SVWAG
191
Sound View Wealth Advisors Group
Georgia
$2.8M +$2.8M +62,383 New
KWM
192
Kingsview Wealth Management
Oregon
$2.78M -$104K -2,328 -4%
LFAS
193
Level Four Advisory Services
Texas
$2.78M +$186K +4,148 +7%
PFA
194
Professional Financial Advisors
Nebraska
$2.73M +$209K +4,654 +8%
TW
195
TrinityPoint Wealth
Connecticut
$2.72M +$2.09M +45,837 +331%
EFS
196
Essex Financial Services
Connecticut
$2.72M +$382K +8,514 +16%
Lazard Asset Management
197
Lazard Asset Management
New York
$2.69M – – –
GRP
198
Global Retirement Partners
California
$2.67M +$14.4K +321 +0.5%
TWM
199
TriaGen Wealth Management
California
$2.67M +$2.67M +59,482 New
PFS
200
Prospera Financial Services
Texas
$2.66M +$2.56M +57,131 +2,501%
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