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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
276
FFT Wealth Management
Pennsylvania
$2.67M +$2.67M +60,092 New
CG
277
Colony Group
Massachusetts
$2.67M -$281K -6,316 -10%
WIA
278
World Investment Advisors
California
$2.64M +$15K +338 +0.6%
CWM
279
Castle Wealth Management
Florida
$2.64M +$316K +7,106 +14%
BFA
280
Beacon Financial Advisory
Ohio
$2.63M +$14.4K +324 +0.5%
PA
281
Pinnacle Associates
New York
$2.63M +$73.4K +1,651 +3%
TCM
282
TD Capital Management
Tennessee
$2.58M +$443K +9,955 +21%
TCM
283
Towercrest Capital Management
Pennsylvania
$2.55M -$484K -10,880 -16%
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$2.53M +$1.85M +41,622 +272%
RSS
285
Rosenblum Silverman Sutton
California
$2.52M -$306K -6,875 -11%
CGFA
286
Colton Groome Financial Advisors
North Carolina
$2.51M +$2.51M +56,466 New
JWWM
287
Johnson & White Wealth Management
Pennsylvania
$2.51M +$2.51M +56,448 New
MWPCG
288
Measured Wealth Private Client Group
New Hampshire
$2.48M -$186K -4,193 -7%
T
289
TCWP
Ohio
$2.46M +$329K +7,410 +15%
BG
290
Benedetti & Gucer
Georgia
$2.43M -$165K -3,720 -6%
RSWM
291
Robertson Stephens Wealth Management
California
$2.42M -$447K -10,049 -16%
BCA
292
Bay Colony Advisors
Massachusetts
$2.41M +$1.42M +31,913 +143%
GM
293
GeoWealth Management
Illinois
$2.41M +$1.72M +38,725 +250%
BPA
294
Beacon Pointe Advisors
California
$2.37M -$303K -6,795 -11%
PIA
295
Perennial Investment Advisors
California
$2.36M -$52.2K -1,174 -2%
CA
296
Crewe Advisors
Utah
$2.33M +$80.9K +1,820 +4%
BC
297
Brio Consultants
California
$2.33M +$2.33M +49,205 New
WCG
298
Weaver Consulting Group
California
$2.29M -$78.4K -1,763 -3%
FHA
299
Flagship Harbor Advisors
Massachusetts
$2.28M +$24.4K +548 +1%
FI
300
Financial Insights
Washington
$2.24M -$21.4K -482 -0.9%
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