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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

660 hedge funds and large institutions have $11.1B invested in iShares Core Dividend Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 319 increasing their positions, 178 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+19
Holders Change %
+2.96%
% of All Funds
11.59%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.42%
New
65
Increased
319
Reduced
178
Closed
33
Calls
$30.1M
Puts
$1.61M
Net Calls
+$28.5M
Net Calls Change
-$4.61M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$44.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.7M
3
LPL Financial
LPL Financial
California
+$32.8M
4
Morgan Stanley
Morgan Stanley
New York
+$28.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.2M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.45B
2
BlackRock
BlackRock
New York
-$237M
3
FCFS
First Command Financial Services
Texas
-$58.8M
4
FCB
First Command Bank
Texas
-$58.8M
5
MC
McMorgan & Co
California
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
176
Wolff Financial Management
Michigan
$4.61M +$4.61M +91,811 New
DL
177
DOHJ LLC
Washington
$4.6M +$388K +7,308 +9%
WS
178
Wela Strategies
Georgia
$4.49M -$610K -12,147 -12%
CS
179
Comerica Securities
Michigan
$4.39M +$213K +4,249 +5%
VWA
180
Visionary Wealth Advisors
Illinois
$4.32M +$155K +3,078 +4%
MWPCG
181
Measured Wealth Private Client Group
New Hampshire
$4.3M -$1.16M -23,129 -21%
SI
182
Stephens Inc
Arkansas
$4.23M +$126K +2,506 +3%
SFG
183
Sowa Financial Group
Rhode Island
$4.22M +$166K +3,307 +4%
RFM
184
Royal Fund Management
Florida
$4.22M +$629K +12,516 +18%
MPW
185
Monterey Private Wealth
California
$4.12M -$2.96M -58,102 -42%
PA
186
Probity Advisors
Texas
$4.08M +$1.41K +28 +0%
GB
187
Gunma Bank
Japan
$4.07M +$2.01M +40,000 +98%
FF
188
FourThought Financial
Florida
$4.03M -$273K -5,442 -6%
VA
189
Valmark Advisers
Ohio
$3.93M +$105K +2,080 +3%
PGAM
190
Princeton Global Asset Management
New Jersey
$3.92M -$10.8K -215 -0.3%
VWA
191
V Wealth Advisors
Kansas
$3.74M +$210K +4,171 +6%
SWA
192
SOA Wealth Advisors
New York
$3.68M -$151K -3,001 -4%
SFPG
193
Stonebridge Financial Planning Group
Florida
$3.64M +$624K +11,605 +21%
TW
194
TrinityPoint Wealth
Connecticut
$3.64M +$187K +3,718 +5%
PFS
195
Prospera Financial Services
Texas
$3.64M +$135K +2,689 +4%
TWM
196
TriaGen Wealth Management
California
$3.64M -$156K -3,104 -4%
5L
197
55I LLC
Massachusetts
$3.59M -$36.1M -717,763 -91%
FLI
198
Family Legacy Inc
South Carolina
$3.58M +$11.2K +219 +0.3%
LWA
199
LWS Wealth Advisors
New Jersey
$3.56M -$165K -3,282 -4%
AWA
200
Arete Wealth Advisors
Illinois
$3.54M +$52.4K +1,043 +2%
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