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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+30
Holders Change %
+4.91%
% of All Funds
11.19%
Holding in Top 10
81
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.95%
% of All Funds
1.41%
New
68
Increased
349
Reduced
144
Closed
30
Calls
$33.4M
Puts
$322K
Net Calls
+$33.1M
Net Calls Change
+$13.3M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
$584M
2
FCB
First Command Bank
Texas
$156M
3
FCFS
First Command Financial Services
Texas
$156M
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Morgan Stanley
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$12.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37M
3
AC
Allstate Corporation
Illinois
$0
4
TC
Trilogy Capital
California
$0
5
CAN
Cetera Advisor Networks
California
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
22CM
176
20/20 Capital Management
California
$4.66M +$661K +13,116 +17%
Creative Planning
177
Creative Planning
Kansas
$4.56M -$161K -3,188 -3%
TCMP
178
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.48M +$1.34M +26,625 +43%
WWM
179
Western Wealth Management
Colorado
$4.42M +$671K +13,342 +18%
FF
180
FourThought Financial
Florida
$4.31M -$20.4K -405 -0.5%
GIA
181
Gladstone Institutional Advisory
Florida
$4.29M +$4.29M +85,089 New
CS
182
Comerica Securities
Michigan
$4.19M -$82.8K -1,645 -2%
VWA
183
Visionary Wealth Advisors
Illinois
$4.17M +$83.8K +1,664 +2%
SI
184
Stephens Inc
Arkansas
$4.11M +$273K +5,427 +7%
PA
185
Probity Advisors
Texas
$4.09M -$13.3K -265 -0.3%
TA
186
Townsend & Associates
Colorado
$4.09M +$87.5K +1,707 +2%
SFG
187
Sowa Financial Group
Rhode Island
$4.06M +$146K +2,908 +4%
DL
188
DOHJ LLC
Washington
$3.99M +$281K +5,577 +8%
PGAM
189
Princeton Global Asset Management
New Jersey
$3.94M +$190K +3,775 +5%
TWM
190
TriaGen Wealth Management
California
$3.9M +$430K +8,323 +12%
EFS
191
Essex Financial Services
Connecticut
$3.89M – – –
SWA
192
SOA Wealth Advisors
New York
$3.84M -$93.5K -1,856 -2%
VA
193
Valmark Advisers
Ohio
$3.84M -$969K -19,237 -20%
LWA
194
LWS Wealth Advisors
New Jersey
$3.74M +$206K +4,091 +6%
UCFA
195
United Capital Financial Advisors
Texas
$3.72M +$2.8M +55,510 +302%
KWM
196
Kingsview Wealth Management
Oregon
$3.68M +$540K +10,662 +17%
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$3.64M +$2.29M +45,500 +170%
RFM
198
Royal Fund Management
Florida
$3.6M +$418K +8,311 +13%
FLI
199
Family Legacy Inc
South Carolina
$3.55M -$23.2K -454 -0.6%
VWA
200
V Wealth Advisors
Kansas
$3.54M +$306K +6,069 +9%
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