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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 %
PFS
201
Prospera Financial Services
Texas
$3.51M +$59.9K +1,189 +2%
EWA
202
Exencial Wealth Advisors
Oklahoma
$3.5M +$349K +6,921 +11%
SS
203
Sunbelt Securities
Texas
$3.48M +$45K +882 +1%
TW
204
TrinityPoint Wealth
Connecticut
$3.46M +$147K +2,919 +4%
AFP
205
Ausdal Financial Partners
Iowa
$3.41M -$806K -16,014 -19%
LFAS
206
Level Four Advisory Services
Texas
$3.33M +$235K +4,659 +8%
MFG
207
Merit Financial Group
Georgia
$3.29M +$91.9K +1,824 +3%
KOMWMG
208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.25M +$653K +12,976 +25%
FIM
209
Fernwood Investment Management
Massachusetts
$3.24M -$81.7K -1,622 -2%
FWI
210
Facet Wealth Inc
Maryland
$3.16M -$370K -7,338 -10%
Lazard Asset Management
211
Lazard Asset Management
New York
$3.1M – – –
BG
212
Benedetti & Gucer
Georgia
$3.08M +$61.2K +1,216 +2%
KAM
213
Knightsbridge Asset Management
California
$3.07M +$261K +5,179 +9%
TP
214
Tranquility Partners
Tennessee
$3.06M +$51.8K +1,029 +2%
HC
215
Hoese & Co
Minnesota
$3.05M +$915K +18,170 +43%
PCM
216
Parsons Capital Management
Rhode Island
$3.05M +$483K +9,595 +19%
DADC
217
D.A. Davidson & Co
Montana
$3.04M +$567K +11,255 +23%
GRP
218
Global Retirement Partners
California
$2.99M +$42.5K +843 +1%
SFPG
219
Stonebridge Financial Planning Group
Florida
$2.88M +$817K +15,929 +40%
IWC
220
Integrated Wealth Concepts
Massachusetts
$2.85M +$2.05M +40,680 +255%
WCG
221
Weaver Consulting Group
California
$2.84M -$547K -10,856 -16%
RSWM
222
Robertson Stephens Wealth Management
California
$2.83M -$20.9K -415 -0.7%
MSWMA
223
Market Street Wealth Management Advisors
Indiana
$2.83M -$293K -5,810 -9%
BFA
224
Beacon Financial Advisory
Ohio
$2.82M +$40.7K +809 +1%
SCP
225
Syntal Capital Partners
Texas
$2.82M -$24.1K -479 -0.8%
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