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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$5.29M +$1.9M +38,054 +56%
MWM
227
Meridian Wealth Management
Kentucky
$5.21M +$185K +3,705 +4%
SS
228
Sunbelt Securities
Texas
$5.12M +$356K +7,122 +7%
SFP
229
Sandbox Financial Partners
Maryland
$5.07M +$352K +7,046 +7%
IC
230
IEQ Capital
California
$5.06M +$115K +2,308 +2%
PFA
231
Professional Financial Advisors
Nebraska
$5M +$169K +3,374 +3%
SFG
232
Sowa Financial Group
Rhode Island
$4.96M +$89.6K +1,792 +2%
NWM
233
NEIRG Wealth Management
Massachusetts
$4.93M -$141K -2,813 -3%
RFM
234
Royal Fund Management
Florida
$4.92M -$174K -3,483 -3%
NAM
235
Nissay Asset Management
Japan
$4.9M -$2.83M -56,669 -37%
HAC
236
Harbor Advisory Corp
New Hampshire
$4.88M – – –
AWM
237
Aspire Wealth Management
Massachusetts
$4.82M -$146K -2,913 -3%
RPSA
238
Richard P. Slaughter Associates
Texas
$4.75M -$892K -17,848 -16%
1WA
239
180 Wealth Advisors
Washington
$4.71M -$76.4K -1,491 -2%
IAN
240
Integrated Advisors Network
Texas
$4.68M +$50.1K +1,001 +1%
TWM
241
TriaGen Wealth Management
California
$4.67M +$126K +2,520 +3%
FAM
242
Family Asset Management
South Carolina
$4.59M +$4.59M +91,741 New
TW
243
TrinityPoint Wealth
Connecticut
$4.57M +$298K +5,961 +7%
CCWA
244
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.56M -$4.18M -83,681 -48%
FIM
245
Fernwood Investment Management
Massachusetts
$4.47M +$497K +9,935 +13%
MF
246
Meridian Financial
Massachusetts
$4.36M +$73.7K +1,474 +2%
VWA
247
Visionary Wealth Advisors
Illinois
$4.35M -$75.9K -1,518 -2%
GB
248
Gunma Bank
Japan
$4.25M +$1.75M +35,000 +70%
WS
249
Wela Strategies
Georgia
$4.21M -$98.8K -1,959 -2%
HC
250
Hoese & Co
Minnesota
$4.17M +$247K +4,720 +6%
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