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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
TriaGen Wealth Management
California
$3.89M +$180K +3,776 +5%
SWA
227
SOA Wealth Advisors
New York
$3.88M +$441K +9,259 +13%
MFG
228
Merit Financial Group
Georgia
$3.77M +$210K +4,410 +6%
EWA
229
Exencial Wealth Advisors
Oklahoma
$3.72M +$3.86K +81 +0.1%
VA
230
Valmark Advisers
Ohio
$3.71M +$282K +5,927 +8%
PPW
231
Pinnacle Private Wealth
Massachusetts
$3.71M +$374K +7,857 +11%
DADC
232
D.A. Davidson & Co
Montana
$3.67M +$1.82M +38,304 +99%
SFPG
233
Stonebridge Financial Planning Group
Florida
$3.62M +$113K +2,375 +3%
WS
234
Wela Strategies
Georgia
$3.57M -$18.3K -384 -0.5%
FIM
235
Fernwood Investment Management
Massachusetts
$3.57M +$197K +4,145 +6%
PFS
236
Prospera Financial Services
Texas
$3.56M +$160K +3,348 +5%
AWA
237
Arete Wealth Advisors
Illinois
$3.55M +$32K +672 +0.9%
FLI
238
Family Legacy Inc
South Carolina
$3.55M -$15.4K -323 -0.4%
TP
239
Tranquility Partners
Tennessee
$3.52M +$272K +5,710 +8%
HC
240
Hoese & Co
Minnesota
$3.45M -$19.7K -414 -0.6%
WA
241
WBH Advisory
Maryland
$3.45M +$546K +11,349 +19%
PA
242
PFG Advisors
Arizona
$3.42M +$446K +9,368 +15%
AFP
243
Ausdal Financial Partners
Iowa
$3.4M -$141K -2,951 -4%
KOMWMG
244
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.37M +$3.37M +70,824 New
US Bancorp
245
US Bancorp
Minnesota
$3.35M -$805K -16,906 -19%
RTL
246
Red Tortoise LLC
Georgia
$3.34M +$8.43K +177 +0.3%
LWA
247
LWS Wealth Advisors
New Jersey
$3.29M -$158K -3,313 -5%
HSWM
248
Hubbell Strickland Wealth Management
Louisiana
$3.27M +$166K +3,475 +5%
QCIG
249
Quad-Cities Investment Group
Iowa
$3.26M +$354K +7,440 +12%
TCM
250
Towercrest Capital Management
Pennsylvania
$3.25M +$549K +11,516 +20%
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