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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Aspire Wealth Management
Massachusetts
$4.97M +$23.2K +450 +0.5%
TW
227
TrinityPoint Wealth
Connecticut
$4.89M +$46.1K +894 +1%
CWM
228
Connecticut Wealth Management
Connecticut
$4.82M -$2.65M -51,362 -35%
FAM
229
Family Asset Management
South Carolina
$4.79M +$744K +14,432 +18%
MWM
230
Meridian Wealth Management
Kentucky
$4.78M -$220K -4,277 -4%
AGP
231
Autumn Glory Partners
Texas
$4.75M -$1.31M -25,424 -22%
FFP
232
FourThought Financial Partners
Florida
$4.69M -$158K -3,062 -3%
GRP
233
Global Retirement Partners
California
$4.65M +$19.8K +385 +0.4%
WA
234
WBH Advisory
Maryland
$4.65M +$523K +10,151 +13%
SS
235
Sunbelt Securities
Texas
$4.64M -$343K -6,661 -7%
WS
236
Wela Strategies
Georgia
$4.64M +$351K +6,803 +8%
MF
237
Meridian Financial
Massachusetts
$4.57M +$8.66K +168 +0.2%
1WA
238
180 Wealth Advisors
Washington
$4.51M -$146K -2,824 -3%
HAG
239
HF Advisory Group
Maryland
$4.47M +$296K +5,748 +7%
FNC
240
First National Corp
Massachusetts
$4.43M -$182K -3,537 -4%
HSWM
241
Hubbell Strickland Wealth Management
Louisiana
$4.36M +$169K +3,274 +4%
MFG
242
Merit Financial Group
Georgia
$4.36M +$139K +2,693 +3%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$4.33M +$2.65M +51,435 +158%
VWA
244
Visionary Wealth Advisors
Illinois
$4.32M -$88.7K -1,722 -2%
KWM
245
Kingsview Wealth Management
Oregon
$4.31M -$153K -2,972 -3%
PFA
246
Professional Financial Advisors
Nebraska
$4.26M -$3.34M -64,797 -44%
CAM
247
Cresset Asset Management
Illinois
$4.19M +$1.21M +23,574 +41%
TPWM
248
Twelve Points Wealth Management
Massachusetts
$4.18M -$1.45M -28,093 -26%
HC
249
Hoese & Co
Minnesota
$4.15M +$28.7K +557 +0.7%
KOMWMG
250
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.08M +$109K +2,124 +3%
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