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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
TriaGen Wealth Management
California
$4.04M +$413K +9,284 +11%
MCC
227
Money Concepts Capital
Florida
$3.98M +$28.9K +650 +0.7%
SCA
228
Scott Capital Advisors
Oregon
$3.94M +$1.18M +26,510 +43%
VWA
229
Visionary Wealth Advisors
Illinois
$3.93M -$331K -7,433 -8%
SWA
230
SOA Wealth Advisors
New York
$3.9M +$277K +6,233 +8%
APA
231
American Portfolios Advisors
New York
$3.85M +$20.9K +471 +0.5%
SI
232
Stephens Inc
Arkansas
$3.84M -$185K -4,155 -5%
DL
233
DOHJ LLC
Washington
$3.83M -$824K -18,525 -18%
MF
234
Meridian Financial
Massachusetts
$3.81M +$115K +2,594 +3%
TW
235
TrinityPoint Wealth
Connecticut
$3.8M +$71.2K +1,600 +2%
WS
236
Wela Strategies
Georgia
$3.8M +$460K +10,352 +14%
CWM
237
Cedar Wealth Management
California
$3.8M +$136K +3,052 +4%
GRP
238
Global Retirement Partners
California
$3.61M -$3.08M -62,868 -46%
MFG
239
Merit Financial Group
Georgia
$3.59M +$77.3K +1,738 +2%
FIM
240
Fernwood Investment Management
Massachusetts
$3.53M +$196K +4,407 +6%
BCM
241
Brookstone Capital Management
Illinois
$3.52M -$631K -14,180 -15%
VA
242
Valmark Advisers
Ohio
$3.5M +$30K +675 +0.9%
AWA
243
Arete Wealth Advisors
Illinois
$3.4M +$89.7K +2,017 +3%
FLI
244
Family Legacy Inc
South Carolina
$3.36M +$63.2K +1,421 +2%
QCIG
245
Quad-Cities Investment Group
Iowa
$3.36M +$319K +7,180 +11%
AFP
246
Ausdal Financial Partners
Iowa
$3.35M +$181K +4,066 +6%
HC
247
Hoese & Co
Minnesota
$3.33M +$110K +2,465 +3%
SFPG
248
Stonebridge Financial Planning Group
Florida
$3.32M -$61K -1,372 -2%
AI
249
Atria Investments
North Carolina
$3.29M +$624K +14,037 +23%
PA
250
PFG Advisors
Arizona
$3.24M +$44.3K +997 +1%
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