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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.

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
1
Kelly Financial Services
Massachusetts
$584M
2
FCFS
2
First Command Financial Services
Texas
$156M
3
FCB
3
First Command Bank
Texas
$156M
4
Ameriprise
4
Ameriprise
Minnesota
$413M
5
Morgan Stanley
5
Morgan Stanley
New York
$754M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$12.2M
2
AC
2
Allstate Corporation
Illinois
$0
3
TC
3
Trilogy Capital
California
$0
4
CAN
4
Cetera Advisor Networks
California
$24.8M
5
CF
5
Copperwynd Financial
Arizona
$451K
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$1.68B 33,298,690 +61,578 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$754M 14,966,536 +881,453 +6%
Bank of America
3
Bank of America
North Carolina
$753M 14,945,879 +174,178 +1%
KFS
4
Kelly Financial Services
Massachusetts
$584M 29,393,178 +28,813,812 +4,973%
BlackRock
5
BlackRock
New York
$461M 9,160,478 +65,778 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$439M 8,720,385 +57,968 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$413M 8,193,491 +884,730 +12%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$336M 6,666,750 -19,406 -0.3%
LPL Financial
9
LPL Financial
California
$321M 6,376,657 +489,865 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$316M 6,269,819 +259,913 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$283M 5,616,827 +345,774 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$273M 5,422,259 +560,120 +12%
CIA
13
Capital Investment Advisors
Georgia
$249M 4,936,586 +210,104 +4%
Goldman Sachs
14
Goldman Sachs
New York
$226M 4,495,417 +102,317 +2%
Wells Fargo
15
Wells Fargo
California
$208M 4,131,272 +272,055 +7%
UBS Group
16
UBS Group
Switzerland
$206M 4,096,433 +88,781 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$189M 3,746,373 +76,632 +2%
FCB
18
First Command Bank
Texas
$156M 3,093,490 +2,078,774 +205%
FCFS
19
First Command Financial Services
Texas
$156M 3,093,490 +2,078,774 +205%
Osaic Holdings
20
Osaic Holdings
Arizona
$151M 2,997,061 +328,431 +12%
HighTower Advisors
21
HighTower Advisors
Illinois
$126M 2,509,528 +45,101 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$119M 2,367,513 +96,949 +4%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$93.6M 1,857,642 +870,948 +88%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$90.6M 1,799,339 +320,619 +22%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$82M 1,627,450 +133,731 +9%
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