DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

611 hedge funds and large institutions have $10.2B invested in iShares Core Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+31
Holders Change %
+5.34%
% of All Funds
10.76%
Holding in Top 10
88
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.79%
% of All Funds
1.55%
New
71
Increased
305
Reduced
155
Closed
32
Calls
$20.5M
Puts
$778K
Net Calls
+$19.8M
Net Calls Change
+$10.2M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$1.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
UTC
Unified Trust Company
Kentucky
$70.3M
4
Ameriprise
Ameriprise
Minnesota
$352M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42M
2
AC
Allstate Corporation
Illinois
$27.8M
3
BlackRock
BlackRock
New York
$439M
4
TIA
Traphagen Investment Advisors
New Jersey
$1.1M
5
SCP
Syntal Capital Partners
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
201
TriaGen Wealth Management
California
$3.24M +$369K +7,653 +13%
LAS
202
Lloyd Advisory Services
Georgia
$3.23M +$3.23M +66,873 New
FIM
203
Fernwood Investment Management
Massachusetts
$3.18M +$34.1K +706 +1%
TW
204
TrinityPoint Wealth
Connecticut
$3.18M +$294K +6,095 +10%
VWA
205
V Wealth Advisors
Kansas
$3.1M +$561K +11,622 +22%
MFG
206
Merit Financial Group
Georgia
$3.06M +$655K +13,574 +27%
RFM
207
Royal Fund Management
Florida
$3.05M +$712K +14,751 +30%
EWA
208
Exencial Wealth Advisors
Oklahoma
$3.02M -$238K -4,925 -7%
KWM
209
Kingsview Wealth Management
Oregon
$3.01M -$6.32K -130 -0.2%
TCMP
210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.01M +$513K +10,629 +21%
SVWAG
211
Sound View Wealth Advisors Group
Georgia
$3M -$12.7K -264 -0.4%
MSWMA
212
Market Street Wealth Management Advisors
Indiana
$2.99M -$419K -8,686 -12%
Lazard Asset Management
213
Lazard Asset Management
New York
$2.97M +$75.1K +1,555 +3%
LFAS
214
Level Four Advisory Services
Texas
$2.96M -$34.5K -714 -1%
MSA
215
Marino Stram & Associates
Massachusetts
$2.95M +$1.3M +27,024 +79%
BG
216
Benedetti & Gucer
Georgia
$2.9M +$2.9M +60,023 New
TP
217
Tranquility Partners
Tennessee
$2.88M +$53.5K +1,109 +2%
IFG
218
Investors Financial Group
Minnesota
$2.88M +$165K +3,426 +6%
GRP
219
Global Retirement Partners
California
$2.83M -$45.9K -950 -2%
RSWM
220
Robertson Stephens Wealth Management
California
$2.74M -$307K -6,358 -10%
SCP
221
Syntal Capital Partners
Texas
$2.72M -$18.3M -378,752 -87%
FTUS
222
Flow Traders U.S.
New York
$2.7M +$1.68M +34,768 +164%
SFSG
223
Sound Financial Strategies Group
Mississippi
$2.7M +$887K +18,376 +49%
DF
224
Donoghue Forlines
Massachusetts
$2.7M -$558K -11,572 -17%
KAM
225
Knightsbridge Asset Management
California
$2.69M +$1.91M +39,471 +243%
7 8
9
10 11