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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
251
Stephens Inc
Arkansas
$3.69M +$302K +6,032 +9%
MGIA
252
Moneta Group Investment Advisors
Missouri
$3.68M -$2.7M -54,087 -42%
AWA
253
Arete Wealth Advisors
Illinois
$3.63M -$75.1K -1,503 -2%
MPM
254
Meritage Portfolio Management
Kansas
$3.59M +$3.59M +71,865 New
SFPG
255
Stonebridge Financial Planning Group
Florida
$3.58M -$93K -1,860 -3%
FLI
256
Family Legacy Inc
South Carolina
$3.56M +$33.4K +668 +0.9%
TF
257
Theory Financial
Colorado
$3.55M +$103K +2,058 +3%
TP
258
Tranquility Partners
Tennessee
$3.55M -$8.45K -169 -0.2%
CFP
259
Cypress Financial Planning
New Jersey
$3.54M +$184K +3,666 +5%
RTL
260
Red Tortoise LLC
Georgia
$3.54M -$426K -8,527 -11%
LWA
261
LWS Wealth Advisors
New Jersey
$3.48M +$34.6K +692 +1%
FAIM
262
Financial Advocates Investment Management
Washington
$3.44M -$538K -10,759 -14%
US Bancorp
263
US Bancorp
Minnesota
$3.42M -$51.6K -1,032 -1%
CPIA
264
Cornell Pochily Investment Advisors
New York
$3.4M +$82K +1,640 +2%
PA
265
PFG Advisors
Arizona
$3.38M +$90K +1,801 +3%
CFGS
266
Concourse Financial Group Securities
Alabama
$3.37M -$151K -3,020 -4%
SMC
267
Smith, Moore & Co
Missouri
$3.37M +$205K +4,101 +6%
BCM
268
Brookstone Capital Management
Illinois
$3.34M -$215K -4,224 -6%
EWM
269
Echo Wealth Management
Minnesota
$3.34M -$222K -4,433 -6%
Prudential Financial
270
Prudential Financial
New Jersey
$3.33M -$275K -5,502 -8%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$3.32M +$1.72M +34,316 +107%
VA
272
Valmark Advisers
Ohio
$3.31M -$197K -3,937 -6%
GPA
273
Guidance Point Advisors
Massachusetts
$3.27M +$49.4K +989 +2%
BFA
274
Beacon Financial Advisory
Ohio
$3.27M +$264K +5,286 +9%
GEA
275
Glen Eagle Advisors
New Jersey
$3.24M -$127K -2,544 -4%
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