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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

37 hedge funds and large institutions have $109M invested in iShares Core Dividend Growth ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
17
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$39M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.42M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$832K
5
AFG
5
Albion Financial Group
Utah
$725K

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$25M
2
LPL Financial
2
LPL Financial
California
$2.41M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$731K
4
AWA
4
ARS Wealth Advisors
Florida
$926K
5
DADC
5
D.A. Davidson & Co
Montana
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39M 1,607,692 +1,118,966 +229%
GFG
2
Gray Financial Group
Georgia
$25M 1,029,541 -46,657 -4%
DADC
3
D.A. Davidson & Co
Montana
$10.7M 442,940 -10,323 -2%
Morgan Stanley
4
Morgan Stanley
New York
$10.5M 432,121 +36,873 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.42M 182,308 +41,560 +30%
UBS Group
6
UBS Group
Switzerland
$3.34M 137,590 +18,792 +16%
LPL Financial
7
LPL Financial
California
$2.41M 96,074 -35,644 -27%
FA
8
FC Advisory
Pennsylvania
$2.31M 95,078 +10,296 +12%
BRWA
9
B. Riley Wealth Advisors
Florida
$1.45M 59,606 +2,656 +5%
CCMG
10
Clark Capital Management Group
Pennsylvania
$1.13M 46,461 +3,834 +9%
AWA
11
ARS Wealth Advisors
Florida
$926K 38,180 -11,955 -24%
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$832K 34,320 +34,320 New
LNC
13
Lincoln National Corp
Pennsylvania
$799K 32,408 – –
MIAN
14
Mariner Independent Advisor Network
Kansas
$731K 30,140 -26,604 -47%
AFG
15
Albion Financial Group
Utah
$725K 29,917 +29,917 New
PA
16
Planning Alternatives
Michigan
$677K 27,913 +27,913 New
Jane Street
17
Jane Street
New York
$657K 27,076 +27,076 New
SPC
18
Sigma Planning Corp
Michigan
$655K 27,007 +1,487 +6%
HB
19
Homrich & Berg
Georgia
$614K 25,312 +4,150 +20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$593K 24,461 +8,523 +53%
FSA
21
Financial Sense Advisors
California
$582K 24,000 +24,000 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$365K 15,035 +117 +0.8%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$242K 9,972 -5,459 -35%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$230K 9,506 +1,000 +12%
MFS
25
MSI Financial Services
Massachusetts
$155K 6,372 +1,324 +26%
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