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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
251
Colony Group
Massachusetts
$3.16M +$24.3K +511 +0.8%
FNC
252
First National Corp
Massachusetts
$3.15M +$229K +4,811 +8%
TF
253
Theory Financial
Colorado
$3.12M +$13.5K +282 +0.4%
LSAG
254
Lake Street Advisors Group
New Hampshire
$3.07M +$333 +7 +0%
RSWM
255
Robertson Stephens Wealth Management
California
$3.07M +$763K +16,008 +33%
JWM
256
Jackson Wealth Management
Florida
$3.04M +$3.04M +63,749 New
RSS
257
Rosenblum Silverman Sutton
California
$3.03M +$131K +2,752 +5%
CPIA
258
Cornell Pochily Investment Advisors
New York
$3.01M +$26.5K +556 +0.9%
WIA
259
World Investment Advisors
California
$2.99M +$302K +5,953 +11%
SCA
260
Scott Capital Advisors
Oregon
$2.96M +$1.86M +39,140 +170%
GPA
261
Guidance Point Advisors
Massachusetts
$2.94M +$116K +2,433 +4%
Lazard Asset Management
262
Lazard Asset Management
New York
$2.88M +$10.1K +213 +0.4%
BPA
263
Beacon Pointe Advisors
California
$2.86M -$888K -18,633 -24%
MWPCG
264
Measured Wealth Private Client Group
New Hampshire
$2.86M – – –
CFP
265
Cypress Financial Planning
New Jersey
$2.85M +$2.85M +59,877 New
AI
266
Atria Investments
North Carolina
$2.85M -$36K -756 -1%
GEA
267
Glen Eagle Advisors
New Jersey
$2.81M +$396K +8,320 +16%
BG
268
Benedetti & Gucer
Georgia
$2.81M -$162K -3,359 -5%
BFA
269
Beacon Financial Advisory
Ohio
$2.81M +$30.2K +634 +1%
FAIM
270
Financial Advocates Investment Management
Washington
$2.77M -$146K -3,063 -5%
Prudential Financial
271
Prudential Financial
New Jersey
$2.77M +$285K +5,971 +11%
SMC
272
Smith, Moore & Co
Missouri
$2.74M +$182K +3,821 +7%
PA
273
Pinnacle Associates
New York
$2.74M +$282K +5,926 +12%
FWI
274
Facet Wealth Inc
Maryland
$2.68M -$77.3K -1,623 -3%
SWM
275
Spire Wealth Management
Virginia
$2.64M +$11K +230 +0.4%
9 10
11
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