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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
251
Quad-Cities Investment Group
Iowa
$4.07M -$38.5K -748 -0.9%
LFAS
252
Level Four Advisory Services
Texas
$4.05M +$133K +2,576 +3%
CFP
253
Cypress Financial Planning
New Jersey
$4.01M +$377K +7,313 +10%
JWWM
254
Johnson & White Wealth Management
Pennsylvania
$4.01M -$9.33K -181 -0.2%
PCA
255
Prosperity Capital Advisors
Ohio
$3.86M -$195K -3,778 -5%
GEA
256
Glen Eagle Advisors
New Jersey
$3.76M +$375K +7,201 +11%
TF
257
Theory Financial
Colorado
$3.72M +$57K +1,107 +2%
TP
258
Tranquility Partners
Tennessee
$3.7M +$49.2K +955 +1%
FAIM
259
Financial Advocates Investment Management
Washington
$3.7M +$151K +2,938 +4%
FLI
260
Family Legacy Inc
South Carolina
$3.7M +$28.1K +545 +0.8%
SFPG
261
Stonebridge Financial Planning Group
Florida
$3.7M +$2.68K +52 +0.1%
SI
262
Stephens Inc
Arkansas
$3.69M -$107K -2,075 -3%
HAC
263
Harbor Advisory Corp
New Hampshire
$3.67M -$1.45M -28,231 -28%
RTL
264
Red Tortoise LLC
Georgia
$3.66M +$14.2K +276 +0.4%
NW
265
NewEdge Wealth
Pennsylvania
$3.65M +$1.01M +19,676 +38%
LGWM
266
Litman Gregory Wealth Management
California
$3.65M +$3.65M +70,766 New
Renaissance Technologies
267
Renaissance Technologies
New York
$3.63M +$2.46M +47,700 +210%
BFA
268
Beacon Financial Advisory
Ohio
$3.59M +$220K +4,277 +7%
LWA
269
LWS Wealth Advisors
New Jersey
$3.58M -$1.34K -26 -0%
Prudential Financial
270
Prudential Financial
New Jersey
$3.58M +$145K +2,809 +4%
TCM
271
Towercrest Capital Management
Pennsylvania
$3.54M +$663K +12,869 +23%
MYIA
272
Mount Yale Investment Advisors
Colorado
$3.54M +$3.54M +68,661 New
AWA
273
Arete Wealth Advisors
Illinois
$3.54M -$211K -4,089 -6%
US Bancorp
274
US Bancorp
Minnesota
$3.47M -$49.3K -957 -1%
CPIA
275
Cornell Pochily Investment Advisors
New York
$3.47M -$32.3K -627 -0.9%
9 10
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