DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
276
Smith, Moore & Co
Missouri
$3.46M +$74.7K +1,484 +2%
EDRH
277
Edmond de Rothschild Holding
Switzerland
$3.42M -$7.68K -149 -0.2%
DIA
278
Davidson Investment Advisors
Montana
$3.39M +$731K +14,184 +27%
AWM
279
Aprio Wealth Management
Georgia
$3.39M +$2.64M +51,248 +355%
EWM
280
Echo Wealth Management
Minnesota
$3.38M -$80.6K -1,554 -2%
GPA
281
Guidance Point Advisors
Massachusetts
$3.34M -$34.1K -662 -1%
AGA
282
Arkos Global Advisors
Texas
$3.28M -$10.4M -202,744 -76%
PIA
283
Perennial Investment Advisors
California
$3.26M +$223K +4,335 +7%
PA
284
Pinnacle Associates
New York
$3.25M +$106K +2,065 +3%
LSAG
285
Lake Street Advisors Group
New Hampshire
$3.24M – – –
HIA
286
Harbor Investment Advisory
Maryland
$3.21M +$1.1M +21,337 +52%
BCM
287
Brookstone Capital Management
Illinois
$3.2M -$130K -2,562 -4%
GC
288
Guidance Capital
Kentucky
$3.17M +$3.17M +60,389 New
EWA
289
EverSource Wealth Advisors
Alabama
$3.14M +$612K +11,875 +24%
William Blair & Company
290
William Blair & Company
Illinois
$3.14M -$28.5K -554 -0.9%
CFGS
291
Concourse Financial Group Securities
Alabama
$3.14M -$330K -6,404 -10%
SWM
292
Spire Wealth Management
Virginia
$3.13M -$78.8K -1,530 -2%
FFP
293
Forbes Financial Planning
Rhode Island
$3.12M +$17.4K +337 +0.6%
Lazard Asset Management
294
Lazard Asset Management
New York
$3.12M – – –
ASFA
295
All Season Financial Advisors
Colorado
$3.1M -$88.5K -1,718 -3%
MFGM
296
Marshall Financial Group (Maryland)
Maryland
$3.02M +$3.02M +58,619 New
RSS
297
Rosenblum Silverman Sutton
California
$3.02M +$185K +3,585 +7%
TCM
298
TD Capital Management
Tennessee
$3.02M -$119K -2,312 -4%
LA
299
LexAurum Advisors
Kansas
$3.01M +$537K +10,426 +22%
KBFS
300
Kohmann Bosshard Financial Services
Ohio
$3.01M +$252K +4,893 +9%
10 11
12
13 14