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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
Pacific Financial Group
Washington
$5.62M -$67.9K -1,261 -1%
GL
227
Graypoint LLC
New York
$5.62M +$32K +595 +0.6%
KWM
228
Kingsview Wealth Management
Oregon
$5.53M -$540K -10,042 -9%
AGA
229
Arkos Global Advisors
Texas
$5.47M +$873K +16,219 +19%
CWM
230
Castle Wealth Management
Florida
$5.37M -$242K -4,492 -4%
TW
231
TrinityPoint Wealth
Connecticut
$5.36M +$274K +5,091 +5%
AWM
232
Aprio Wealth Management
Georgia
$5.34M +$973K +18,082 +22%
RFM
233
Royal Fund Management
Florida
$5.33M +$5.49K +102 +0.1%
BWS
234
Buck Wealth Strategies
Colorado
$5.25M +$92.7K +1,722 +2%
WS
235
Wela Strategies
Georgia
$5.24M +$109K +2,017 +2%
AWM
236
Aspire Wealth Management
Massachusetts
$5.24M +$22K +409 +0.4%
OP
237
ORG Partners
Indiana
$5.2M +$4.97M +92,252 +2,137%
IIC
238
Integrated Investment Consultants
Michigan
$5.17M +$5.17M +96,113 New
FNC
239
First National Corp
Massachusetts
$5.16M +$246K +4,563 +5%
EWA
240
EP Wealth Advisors
California
$5.15M +$362K +6,723 +8%
GB
241
Gunma Bank
Japan
$5.11M +$2.96M +55,000 +138%
FIM
242
Fernwood Investment Management
Massachusetts
$5.08M -$126K -2,333 -2%
SS
243
Sunbelt Securities
Texas
$5.08M +$38K +706 +0.8%
GEA
244
Glen Eagle Advisors
New Jersey
$5.06M +$430K +7,998 +9%
MF
245
Meridian Financial
Massachusetts
$5.06M +$212K +3,944 +4%
MFG
246
Merit Financial Group
Georgia
$5.06M +$203K +3,775 +4%
CWM
247
Connecticut Wealth Management
Connecticut
$4.98M -$14.4K -267 -0.3%
US Bancorp
248
US Bancorp
Minnesota
$4.95M -$73.7K -1,369 -1%
DIA
249
Davidson Investment Advisors
Montana
$4.95M +$666K +12,382 +16%
BAAM
250
Baker Avenue Asset Management
California
$4.94M +$4.8M +89,110 +3,218%
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