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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$3.47M +$47.1K +941 +1%
TF
277
Theory Financial
Colorado
$3.45M +$3.45M +68,935 New
LWA
278
LWS Wealth Advisors
New Jersey
$3.44M -$108K -2,159 -3%
KDA
279
Kraft Davis & Associates
Missouri
$3.42M +$3.42M +66,581 New
SI
280
Stephens Inc
Arkansas
$3.38M -$933K -18,667 -22%
GEA
281
Glen Eagle Advisors
New Jersey
$3.38M -$26.3K -526 -0.8%
CFP
282
Cypress Financial Planning
New Jersey
$3.33M +$66.8K +1,339 +2%
CPIA
283
Cornell Pochily Investment Advisors
New York
$3.32M +$86.2K +1,723 +3%
AAS
284
Ameritas Advisory Services
Nebraska
$3.3M +$1.3M +26,095 +65%
PA
285
PFG Advisors
Arizona
$3.29M -$352K -7,037 -10%
EWA
286
Exencial Wealth Advisors
Oklahoma
$3.28M -$292K -5,834 -8%
CGFA
287
Colton Groome Financial Advisors
North Carolina
$3.25M +$429K +8,578 +15%
FFS
288
Founders Financial Securities
Maryland
$3.23M -$17.1K -342 -0.5%
GPA
289
Guidance Point Advisors
Massachusetts
$3.22M +$119K +2,382 +4%
LSAG
290
Lake Street Advisors Group
New Hampshire
$3.22M +$500 +10 +0%
PA
291
Pinnacle Associates
New York
$3.21M +$258K +5,150 +9%
CWM
292
Castle Wealth Management
Florida
$3.21M +$245K +4,900 +8%
SMC
293
Smith, Moore & Co
Missouri
$3.16M -$366K -7,320 -10%
CA
294
Crewe Advisors
Utah
$3.11M +$492K +9,835 +19%
ASFA
295
All Season Financial Advisors
Colorado
$3.1M -$94.7K -1,893 -3%
TCM
296
TD Capital Management
Tennessee
$3.03M +$138K +2,769 +5%
LAM
297
Lifestyle Asset Management
Texas
$3.03M +$3.03M +60,659 New
WWM
298
Western Wealth Management
Colorado
$3.03M -$6.68M -133,616 -69%
Lazard Asset Management
299
Lazard Asset Management
New York
$3.01M +$1.85K +37 +0.1%
BFA
300
Beacon Financial Advisory
Ohio
$3.01M +$44.3K +885 +1%
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