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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
226
FourThought Financial Partners
Florida
$4.7M -$6.4M -128,033 -58%
TW
227
TrinityPoint Wealth
Connecticut
$4.7M +$137K +2,740 +3%
1WA
228
180 Wealth Advisors
Washington
$4.51M -$82.5K -1,650 -2%
GRP
229
Global Retirement Partners
California
$4.48M +$566K +11,352 +14%
FNC
230
First National Corp
Massachusetts
$4.48M +$440K +8,795 +11%
MF
231
Meridian Financial
Massachusetts
$4.42M +$62.3K +1,246 +1%
KWM
232
Kingsview Wealth Management
Oregon
$4.33M -$962K -19,250 -18%
VWA
233
Visionary Wealth Advisors
Illinois
$4.28M -$70.5K -1,411 -2%
WS
234
Wela Strategies
Georgia
$4.16M -$8.75K -175 -0.2%
HI
235
Harbour Investments
Wisconsin
$4.14M +$359K +7,186 +9%
MFG
236
Merit Financial Group
Georgia
$4.09M +$24.8K +496 +0.6%
HSWM
237
Hubbell Strickland Wealth Management
Louisiana
$4.07M +$127K +2,535 +3%
AI
238
Atria Investments
North Carolina
$4.06M +$410K +8,206 +11%
HAG
239
HF Advisory Group
Maryland
$4.05M +$379K +7,577 +10%
Jane Street
240
Jane Street
New York
$4.01M -$8.55M -170,972 -68%
WA
241
WBH Advisory
Maryland
$4M +$4M +80,037 New
HC
242
Hoese & Co
Minnesota
$3.99M +$16.3K +327 +0.4%
QCIG
243
Quad-Cities Investment Group
Iowa
$3.99M +$90.1K +1,803 +2%
PCA
244
Prosperity Capital Advisors
Ohio
$3.94M +$3.94M +78,735 New
FAM
245
Family Asset Management
South Carolina
$3.93M -$659K -13,177 -14%
MWM
246
Mascoma Wealth Management
New Hampshire
$3.91M +$3.36M +65,990 +605%
JWWM
247
Johnson & White Wealth Management
Pennsylvania
$3.9M +$3.9M +77,970 New
KOMWMG
248
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.85M +$115K +2,307 +3%
CWM
249
Castle Wealth Management
Florida
$3.83M +$624K +12,482 +19%
LFAS
250
Level Four Advisory Services
Texas
$3.8M +$50.6K +1,012 +1%
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