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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
$120M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$358M
3
LPL Financial
LPL Financial
California
$353M
4
Morgan Stanley
Morgan Stanley
New York
$780M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$293M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$28.1M
2
BlackRock
BlackRock
New York
$223M
3
FCFS
First Command Financial Services
Texas
$96.6M
4
FCB
First Command Bank
Texas
$96.6M
5
MC
McMorgan & Co
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
201
Townsend & Associates
Colorado
$3.53M -$532K -10,436 -13%
Prudential Financial
202
Prudential Financial
New Jersey
$3.49M +$1.2M +23,291 +52%
SS
203
Sunbelt Securities
Texas
$3.48M – – –
RTL
204
Red Tortoise LLC
Georgia
$3.43M +$3.43M +77,037 New
AFP
205
Ausdal Financial Partners
Iowa
$3.42M +$9.45K +188 +0.3%
MSA
206
Marino Stram & Associates
Massachusetts
$3.37M +$2.79M +55,471 +477%
FIM
207
Fernwood Investment Management
Massachusetts
$3.34M +$115K +2,280 +4%
DADC
208
D.A. Davidson & Co
Montana
$3.34M +$304K +6,054 +10%
MFG
209
Merit Financial Group
Georgia
$3.33M +$47.8K +951 +1%
LSAG
210
Lake Street Advisors Group
New Hampshire
$3.24M +$3.24M +64,406 New
SFP
211
Sandbox Financial Partners
Maryland
$3.21M +$2.99M +59,611 +1,425%
BG
212
Benedetti & Gucer
Georgia
$3.16M +$79.7K +1,586 +3%
TP
213
Tranquility Partners
Tennessee
$3.11M +$61K +1,215 +2%
HC
214
Hoese & Co
Minnesota
$3.11M +$58.3K +1,160 +2%
FAIM
215
Financial Advocates Investment Management
Washington
$3.09M +$491K +9,774 +19%
PCM
216
Parsons Capital Management
Rhode Island
$3.08M +$36.9K +735 +1%
Lazard Asset Management
217
Lazard Asset Management
New York
$3.05M -$34.9K -694 -1%
CG
218
Colony Group
Massachusetts
$3.04M +$540K +10,749 +22%
UCFA
219
United Capital Financial Advisors
Texas
$2.99M -$717K -14,276 -19%
FWI
220
Facet Wealth Inc
Maryland
$2.99M -$166K -3,303 -5%
GRP
221
Global Retirement Partners
California
$2.89M -$92.5K -1,841 -3%
LFAS
222
Level Four Advisory Services
Texas
$2.88M -$443K -8,812 -13%
PMG
223
ProVise Management Group
Florida
$2.87M +$831K +16,548 +41%
GPA
224
Guidance Point Advisors
Massachusetts
$2.83M +$139K +2,776 +5%
WCG
225
Weaver Consulting Group
California
$2.82M -$7.99K -159 -0.3%
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