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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

288 hedge funds and large institutions have $3.76B invested in iShares Core Dividend Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 141 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
6.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
56
Increased
141
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$702M
2
HI
Horizon Investments
North Carolina
$70.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
4
PI
PFS Investments
Georgia
$60.1M
5
Morgan Stanley
Morgan Stanley
New York
$240M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$92M
2
UBS Group
UBS Group
Switzerland
$93.5M
3
Jane Street
Jane Street
New York
$0
4
TCM
Towercrest Capital Management
Pennsylvania
$1.4M
5
JWM
JGP Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
201
Bay Colony Advisors
Massachusetts
$290K +$290K +7,945 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$289K +$51.2K +1,394 +22%
FSC
203
Full Sail Capital
Oklahoma
$289K +$289K +7,870 New
MLIC
204
Mandatum Life Insurance Company
Finland
$282K -$31.2K -850 -10%
FCT
205
Family Capital Trust
Massachusetts
$268K – – –
W
206
WealthOne
New York
$266K -$2.07M -61,667 -89%
MC
207
Matisse Capital
Oregon
$263K +$263K +7,152 New
AWM
208
Aries Wealth Management
Maine
$259K +$259K +7,036 New
LC
209
Lindbrook Capital
California
$257K +$110K +3,000 +75%
CAM
210
Concorde Asset Management
Michigan
$254K -$15.4K -420 -6%
FSA
211
Fort Sheridan Advisors
Illinois
$231K +$231K +6,290 New
FT
212
Fiduciary Trust
Massachusetts
$223K – – –
RW
213
RVW Wealth
California
$223K +$223K +6,064 New
BW
214
Bison Wealth
Georgia
$221K +$221K +6,000 New
CCP
215
Corient Capital Partners
California
$221K +$221K +6,001 New
IP
216
Investment Partners
Ohio
$220K +$220K +5,990 New
CA
217
Calton & Associates
Florida
$217K +$217K +5,917 New
SAM
218
SignalPoint Asset Management
Missouri
$216K +$216K +5,869 New
VF
219
Virtu Financial
New York
$210K +$210K +5,723 New
EWF
220
Epstein & White Financial
California
$204K -$79.8K -2,192 -28%
TVAMP
221
Tennessee Valley Asset Management Partners
Tennessee
$203K +$203K +5,512 New
Prudential Financial
222
Prudential Financial
New Jersey
$201K +$201K +5,474 New
CIAS
223
Capital Investment Advisory Services
North Carolina
$197K +$144K +3,898 +269%
IA
224
IFP Advisors
Florida
$183K -$1.05M -28,483 -85%
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$155K -$29.5K -800 -16%
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9
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