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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$923M
3
FCAS
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
Private Advisor Group
New Jersey
$87.6M
3
ACG
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
226
LWS Wealth Advisors
New Jersey
$3.98M +$41.2K +741 +1%
MSA
227
Marino Stram & Associates
Massachusetts
$3.98M +$249K +4,486 +7%
KOMWMG
228
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.97M +$3.97M +71,345 New
TA
229
Townsend & Associates
Colorado
$3.96M +$120K +2,167 +3%
FLI
230
Family Legacy Inc
South Carolina
$3.88M -$12.7K -227 -0.3%
RWA
231
Redhawk Wealth Advisors
Minnesota
$3.87M +$1.68M +30,280 +77%
SFPG
232
Stonebridge Financial Planning Group
Florida
$3.85M +$235K +4,407 +7%
AFP
233
Ausdal Financial Partners
Iowa
$3.84M +$62.6K +1,126 +2%
TF
234
Theory Financial
Colorado
$3.79M +$3.79M +68,168 New
FIM
235
Fernwood Investment Management
Massachusetts
$3.72M +$23.5K +422 +0.6%
MFG
236
Merit Financial Group
Georgia
$3.7M +$15.3K +276 +0.4%
TP
237
Tranquility Partners
Tennessee
$3.65M +$208K +3,740 +6%
FAIM
238
Financial Advocates Investment Management
Washington
$3.64M +$220K +3,962 +6%
Prudential Financial
239
Prudential Financial
New Jersey
$3.59M -$48.2K -898 -1%
LSAG
240
Lake Street Advisors Group
New Hampshire
$3.58M +$445 +8 +0%
CFSG
241
Community Financial Services Group
Vermont
$3.56M +$554K +9,959 +18%
PPW
242
Pinnacle Private Wealth
Massachusetts
$3.54M +$3.54M +63,608 New
HC
243
Hoese & Co
Minnesota
$3.52M +$85.6K +1,540 +2%
MFP
244
Meridian Financial Partners
Virginia
$3.48M +$696K +12,901 +25%
BG
245
Benedetti & Gucer
Georgia
$3.42M -$73.7K -1,327 -2%
Lazard Asset Management
246
Lazard Asset Management
New York
$3.38M – – –
RTL
247
Red Tortoise LLC
Georgia
$3.36M -$924K -16,623 -22%
FFN
248
Focus Financial Network
Minnesota
$3.31M +$605K +10,884 +22%
FWI
249
Facet Wealth Inc
Maryland
$3.29M -$15.6K -281 -0.5%
DADC
250
D.A. Davidson & Co
Montana
$3.25M -$442K -7,955 -12%
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