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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

436 hedge funds and large institutions have $4.92B invested in iShares Core Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 121 reducing their positions, and 70 closing their positions.

Holders
436
Holders Change
-17
Holders Change %
-3.75%
% of All Funds
9.63%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.13%
New
62
Increased
198
Reduced
121
Closed
70
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$95.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$64.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$316M
4
Bank of America
4
Bank of America
North Carolina
$489M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$757M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.18M
2
CWM
2
Connecticut Wealth Management
Connecticut
$6.81M
3
PI
3
PFS Investments
Georgia
$0
4
NAM
4
Nissay Asset Management
Japan
$0
5
SFSG
5
Sound Financial Strategies Group
Mississippi
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$757M 23,232,938 +989,643 +4%
Bank of America
2
Bank of America
North Carolina
$489M 15,009,453 +1,050,886 +8%
Morgan Stanley
3
Morgan Stanley
New York
$316M 9,703,308 +1,290,563 +15%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$237M 7,275,091 +478,985 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$230M 7,060,488 +354,731 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$154M 4,735,686 +56,796 +1%
LPL Financial
7
LPL Financial
California
$145M 4,444,844 +246,592 +6%
Ameriprise
8
Ameriprise
Minnesota
$143M 4,381,204 +374,765 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$136M 4,169,505 +423,545 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$132M 4,059,690 +306,692 +8%
Goldman Sachs
11
Goldman Sachs
New York
$129M 3,950,762 +60,993 +2%
UBS Group
12
UBS Group
Switzerland
$118M 3,632,922 +364,555 +11%
Wells Fargo
13
Wells Fargo
California
$115M 3,537,182 -306,091 -8%
Truist Financial
14
Truist Financial
North Carolina
$98.1M 3,008,799 +215,334 +8%
CIA
15
Capital Investment Advisors
Georgia
$95.3M 3,885,455 +3,153,803 +431%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$77.3M 2,371,052 -117,871 -5%
MML Investors Services
17
MML Investors Services
Massachusetts
$68.8M 2,112,586 +794,329 +60%
Osaic Holdings
18
Osaic Holdings
Arizona
$64.3M 2,054,329 +2,054,329 New
RJA
19
Raymond James & Associates
Florida
$57.6M 1,766,230 -56,910 -3%
AWM
20
Argent Wealth Management
Massachusetts
$42.6M 1,266,868 +268,734 +27%
RIG
21
RiverFront Investment Group
Virginia
$40.1M 1,230,924 +809 +0.1%
SEIA
22
Signature Estate & Investment Advisors
California
$38.7M 1,186,767 +39,622 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$37.9M 1,162,975 -247,933 -18%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$27.4M 839,720 +192,840 +30%
SFA
25
Stewardship Financial Advisors
Georgia
$26.6M 817,450 +205,869 +34%
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