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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$206M
3
AT
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
BlackRock
New York
$47.5M
3
DI
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$4.93M +$1.91M +38,598 +63%
RFM
227
Royal Fund Management
Florida
$4.9M +$112K +2,260 +2%
IAN
228
Integrated Advisors Network
Texas
$4.88M -$298K -6,011 -6%
AWM
229
Aspire Wealth Management
Massachusetts
$4.8M +$23.7K +479 +0.5%
FIM
230
Fernwood Investment Management
Massachusetts
$4.79M -$3.57K -72 -0.1%
MWM
231
Meridian Wealth Management
Kentucky
$4.78M +$181K +3,654 +4%
BWS
232
Buck Wealth Strategies
Colorado
$4.75M +$4.75M +95,882 New
WS
233
Wela Strategies
Georgia
$4.72M +$265K +5,345 +6%
DL
234
DOHJ LLC
Washington
$4.71M -$1.02M -20,763 -18%
TW
235
TrinityPoint Wealth
Connecticut
$4.68M -$19.1K -385 -0.4%
AIA
236
Alternative Investment Advisors
Florida
$4.65M +$4.65M +93,934 New
SS
237
Sunbelt Securities
Texas
$4.64M +$174K +3,512 +4%
US Bancorp
238
US Bancorp
Minnesota
$4.62M +$1.28M +25,929 +38%
GBWM
239
Granite Bay Wealth Management
New Hampshire
$4.61M +$4.61M +89,117 New
CWM
240
Connecticut Wealth Management
Connecticut
$4.6M -$34.8K -703 -0.8%
FNC
241
First National Corp
Massachusetts
$4.52M +$258K +5,208 +6%
FAM
242
Family Asset Management
South Carolina
$4.5M -$105K -2,112 -2%
MFG
243
Merit Financial Group
Georgia
$4.47M +$283K +5,715 +7%
MF
244
Meridian Financial
Massachusetts
$4.46M +$69.4K +1,402 +2%
HAG
245
HF Advisory Group
Maryland
$4.44M +$143K +2,897 +3%
EWA
246
EP Wealth Advisors
California
$4.41M -$9.2M -185,800 -68%
SFG
247
Sowa Financial Group
Rhode Island
$4.4M -$718K -14,505 -14%
QCIG
248
Quad-Cities Investment Group
Iowa
$4.35M +$431K +8,694 +11%
GEA
249
Glen Eagle Advisors
New Jersey
$4.26M +$692K +13,981 +19%
HSWM
250
Hubbell Strickland Wealth Management
Louisiana
$4.26M +$66.6K +1,345 +2%
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