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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
276
Lifestyle Asset Management
Texas
$3.2M +$163K +3,255 +5%
LSAG
277
Lake Street Advisors Group
New Hampshire
$3.15M -$77.3K -1,547 -2%
SWM
278
Spire Wealth Management
Virginia
$3.11M +$1.54M +30,893 +99%
ASFA
279
All Season Financial Advisors
Colorado
$3.09M -$9.95K -199 -0.3%
William Blair & Company
280
William Blair & Company
Illinois
$3.08M +$230K +4,606 +8%
PA
281
Pinnacle Associates
New York
$3.05M -$158K -3,164 -5%
TCM
282
TD Capital Management
Tennessee
$3.04M +$8.7K +174 +0.3%
Lazard Asset Management
283
Lazard Asset Management
New York
$3.02M +$12.5K +251 +0.4%
FFP
284
Forbes Financial Planning
Rhode Island
$3.01M +$2.6M +52,084 +635%
CA
285
Crewe Advisors
Utah
$2.97M -$140K -2,795 -4%
WWM
286
Western Wealth Management
Colorado
$2.96M -$61.8K -1,237 -2%
CG
287
Colony Group
Massachusetts
$2.95M +$185K +3,706 +7%
PIA
288
Perennial Investment Advisors
California
$2.94M +$312K +6,248 +12%
EWA
289
Exencial Wealth Advisors
Oklahoma
$2.92M -$357K -7,142 -11%
CAM
290
Cresset Asset Management
Illinois
$2.89M -$111K -2,229 -4%
LB
291
Leo Brokerage
Texas
$2.87M +$2.87M +57,339 New
AAS
292
Ameritas Advisory Services
Nebraska
$2.84M -$471K -9,397 -14%
TCM
293
Towercrest Capital Management
Pennsylvania
$2.8M -$114K -2,271 -4%
MWPCG
294
Measured Wealth Private Client Group
New Hampshire
$2.79M – – –
RSS
295
Rosenblum Silverman Sutton
California
$2.75M +$12.7K +255 +0.5%
CCWA
296
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M -$1.82M -36,487 -40%
RJT
297
Raymond James Trust
Florida
$2.73M +$230K +4,604 +9%
EWM
298
EPG Wealth Management
Georgia
$2.7M +$177K +3,538 +7%
BC
299
Brio Consultants
California
$2.68M +$150K +3,002 +6%
BG
300
Benedetti & Gucer
Georgia
$2.68M +$12.7K +255 +0.5%
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