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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$671M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
Morgan Stanley
New York
$927M
4
LPL Financial
LPL Financial
California
$481M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$1.23B
2
AWA
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$381M
5
NFC
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
251
DOHJ LLC
Washington
$4.1M -$215K -4,293 -5%
MFG
252
Merit Financial Group
Georgia
$4.07M +$25.5K +510 +0.6%
FNC
253
First National Corp
Massachusetts
$4.04M +$453K +9,052 +13%
FAIM
254
Financial Advocates Investment Management
Washington
$3.98M +$904K +18,089 +29%
RTL
255
Red Tortoise LLC
Georgia
$3.97M +$3.97M +79,322 New
HSWM
256
Hubbell Strickland Wealth Management
Louisiana
$3.94M +$351K +7,021 +10%
GRP
257
Global Retirement Partners
California
$3.93M +$243K +4,862 +7%
QCIG
258
Quad-Cities Investment Group
Iowa
$3.9M +$125K +2,499 +3%
MYIA
259
Mount Yale Investment Advisors
Colorado
$3.86M +$3.86M +77,195 New
HI
260
Harbour Investments
Wisconsin
$3.78M -$1.64M -32,762 -30%
LFAS
261
Level Four Advisory Services
Texas
$3.75M +$194K +3,885 +5%
GC
262
Grimes & Company
Massachusetts
$3.74M +$3.37M +67,375 +901%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.73M +$157K +3,139 +4%
SFPG
264
Stonebridge Financial Planning Group
Florida
$3.68M -$57.2K -1,143 -2%
HAG
265
HF Advisory Group
Maryland
$3.67M +$3.67M +73,446 New
EWM
266
Echo Wealth Management
Minnesota
$3.66M -$1.8M -35,046 -33%
AI
267
Atria Investments
North Carolina
$3.65M -$41.8K -836 -1%
Prudential Financial
268
Prudential Financial
New Jersey
$3.61M +$442K +8,831 +14%
FLI
269
Family Legacy Inc
South Carolina
$3.59M -$258K -5,071 -7%
CWM
270
Cedar Wealth Management
California
$3.56M -$703K -14,056 -16%
BCM
271
Brookstone Capital Management
Illinois
$3.56M -$462K -9,068 -11%
TP
272
Tranquility Partners
Tennessee
$3.55M +$1.1K +22 +0%
CFGS
273
Concourse Financial Group Securities
Alabama
$3.52M +$146K +2,924 +4%
VA
274
Valmark Advisers
Ohio
$3.51M -$420K -8,408 -11%
LGWM
275
Litman Gregory Wealth Management
California
$3.51M +$1.01M +20,114 +40%
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