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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$2.69M -$341K -6,130 -11%
TCM
277
TD Capital Management
Tennessee
$2.68M -$32.6K -587 -1%
UCFA
278
United Capital Financial Advisors
Texas
$2.66M -$653K -11,751 -20%
WIA
279
World Investment Advisors
California
$2.61M +$1.75M +32,619 +205%
EWM
280
EPG Wealth Management
Georgia
$2.61M +$111K +1,991 +4%
SWP
281
ShoreHaven Wealth Partners
New Jersey
$2.59M -$12.1K -217 -0.5%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$2.59M +$471K +8,469 +22%
TCM
283
Towercrest Capital Management
Pennsylvania
$2.56M +$32.5K +585 +1%
AAS
284
Ameritas Advisory Services
Nebraska
$2.52M +$2.52M +45,263 New
NW
285
NewEdge Wealth
Pennsylvania
$2.47M +$472K +8,484 +24%
SMC
286
Smith, Moore & Co
Missouri
$2.46M +$512K +9,209 +26%
FI
287
Financial Insights
Washington
$2.41M -$34.4K -619 -1%
PA
288
Pinnacle Associates
New York
$2.4M +$149K +2,676 +7%
IWC
289
Integrated Wealth Concepts
Massachusetts
$2.39M +$65K +1,170 +3%
AI
290
Atria Investments
North Carolina
$2.38M +$182K +3,278 +8%
IWM
291
IHT Wealth Management
Illinois
$2.38M +$459K +8,255 +24%
EDRIA
292
Edmonds Duncan Registered Investment Advisors
Kansas
$2.32M – – –
IFG
293
Investors Financial Group
Minnesota
$2.28M -$12.6K -227 -0.6%
IWP
294
Icon Wealth Partners
Texas
$2.22M -$12.2K -219 -0.5%
KFGK
295
Keystone Financial Group (Kentucky)
Kentucky
$2.21M -$711K -12,796 -24%
CIAS
296
CFS Investment Advisory Services
New Jersey
$2.16M +$495K +9,195 +30%
BIP
297
Bouvel Investment Partners
Pennsylvania
$2.15M -$36.8K -662 -2%
BFS
298
Bard Financial Services
Connecticut
$2.14M – – –
LWAC
299
Laurel Wealth Advisors (California)
California
$2.13M +$257K +4,616 +14%
CA
300
Crewe Advisors
Utah
$2.12M +$14.8K +267 +0.7%
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