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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
251
Stonebridge Financial Planning Group
Florida
$4.92M +$1.35M +25,101 +38%
HAG
252
HF Advisory Group
Maryland
$4.91M +$86.2K +1,602 +2%
QCIG
253
Quad-Cities Investment Group
Iowa
$4.9M +$157K +2,909 +3%
GRP
254
Global Retirement Partners
California
$4.69M +$179K +3,350 +4%
HSWM
255
Hubbell Strickland Wealth Management
Louisiana
$4.67M +$37.9K +704 +0.8%
PFA
256
Professional Financial Advisors
Nebraska
$4.55M +$47.7K +886 +1%
HI
257
Harbour Investments
Wisconsin
$4.45M -$2.04M -37,936 -31%
VWA
258
Visionary Wealth Advisors
Illinois
$4.4M -$60.3K -1,120 -1%
PCM
259
Parsons Capital Management
Rhode Island
$4.33M -$3.2M -59,390 -42%
SI
260
Stephens Inc
Arkansas
$4.3M +$34.2K +635 +0.8%
1WA
261
180 Wealth Advisors
Washington
$4.27M -$244K -4,514 -5%
CAM
262
Cresset Asset Management
Illinois
$4.24M -$224K -4,160 -5%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$4.17M +$1M +18,673 +32%
HC
264
Hoese & Co
Minnesota
$4.17M +$10.1K +195 +0.2%
KOMWMG
265
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.14M -$61.5K -1,143 -1%
RJT
266
Raymond James Trust
Florida
$4.13M +$1.24M +23,089 +43%
LFAS
267
Level Four Advisory Services
Texas
$4.13M -$145K -2,692 -3%
LGWM
268
Litman Gregory Wealth Management
California
$4.09M +$284K +5,276 +7%
Prudential Financial
269
Prudential Financial
New Jersey
$4.05M -$531K -9,869 -12%
TCM
270
Towercrest Capital Management
Pennsylvania
$4.03M +$250K +4,636 +7%
LA
271
LexAurum Advisors
Kansas
$3.96M +$382K +7,093 +11%
SMC
272
Smith, Moore & Co
Missouri
$3.95M +$253K +4,799 +7%
HA
273
Herold Advisors
New York
$3.92M +$2.72M +50,502 +226%
FA
274
Fermata Advisors
California
$3.92M +$119K +2,216 +3%
FLI
275
Family Legacy Inc
South Carolina
$3.91M +$114K +2,124 +3%
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