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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
251
Hubbell Strickland Wealth Management
Louisiana
$3.19M +$142K +3,188 +5%
FNC
252
First National Corp
Massachusetts
$3.19M +$253K +5,685 +9%
KOMWMG
253
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.18M +$30.3K +682 +1%
EWA
254
Exencial Wealth Advisors
Oklahoma
$3.18M -$293K -6,591 -8%
LFAS
255
Level Four Advisory Services
Texas
$3.16M -$730K -16,410 -19%
TP
256
Tranquility Partners
Tennessee
$3.16M -$128K -2,881 -4%
LWA
257
LWS Wealth Advisors
New Jersey
$3.16M +$88.1K +1,980 +3%
SMC
258
Smith, Moore & Co
Missouri
$3.14M +$583K +13,113 +23%
US Bancorp
259
US Bancorp
Minnesota
$3.05M -$85.6K -1,924 -3%
GEA
260
Glen Eagle Advisors
New Jersey
$3.02M +$396K +8,902 +15%
KWM
261
Kingsview Wealth Management
Oregon
$3.02M +$772K +17,354 +34%
CFGS
262
Concourse Financial Group Securities
Alabama
$3M +$793K +17,843 +36%
TRCT
263
Tower Research Capital (TRC)
New York
$2.91M +$2.88M +64,833 +10,806%
CFP
264
Cypress Financial Planning
New Jersey
$2.91M +$244K +5,486 +9%
FFS
265
Founders Financial Securities
Maryland
$2.89M +$2.89M +65,008 New
CPIA
266
Cornell Pochily Investment Advisors
New York
$2.87M +$61.2K +1,375 +2%
LSAG
267
Lake Street Advisors Group
New Hampshire
$2.87M +$534 +12 +0%
Prudential Financial
268
Prudential Financial
New Jersey
$2.85M +$243K +5,386 +9%
ASFA
269
All Season Financial Advisors
Colorado
$2.85M +$2.85M +63,977 New
RW
270
RVW Wealth
California
$2.82M +$1.74M +39,050 +160%
GPA
271
Guidance Point Advisors
Massachusetts
$2.76M +$20.2K +455 +0.7%
FAIM
272
Financial Advocates Investment Management
Washington
$2.74M +$149K +3,350 +6%
FTUS
273
Flow Traders U.S.
New York
$2.72M +$2.72M +61,191 New
FWI
274
Facet Wealth Inc
Maryland
$2.69M -$66.1K -1,349 -2%
Lazard Asset Management
275
Lazard Asset Management
New York
$2.68M -$16K -359 -0.6%
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