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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$206M
3
AT
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
BlackRock
New York
$47.5M
3
DI
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
276
Beacon Financial Advisory
Ohio
$3.48M +$31.9K +644 +0.9%
TCM
277
Towercrest Capital Management
Pennsylvania
$3.48M +$73.1K +1,476 +2%
CFSG
278
Community Financial Services Group
Vermont
$3.48M +$3.48M +70,201 New
MYIA
279
Mount Yale Investment Advisors
Colorado
$3.47M +$70.4K +1,422 +2%
PCA
280
Prosperity Capital Advisors
Ohio
$3.45M -$263K -5,316 -7%
HAC
281
Harbor Advisory Corp
New Hampshire
$3.42M -$109K -2,198 -3%
FFP
282
FourThought Financial Partners
Florida
$3.41M -$1.1M -22,136 -24%
EWM
283
Echo Wealth Management
Minnesota
$3.41M +$178K +3,595 +6%
SMC
284
Smith, Moore & Co
Missouri
$3.39M +$63.8K +1,318 +2%
WA
285
WBH Advisory
Maryland
$3.37M -$1.1M -22,208 -25%
NAM
286
Nissay Asset Management
Japan
$3.34M +$1.43M +28,939 +75%
LWA
287
LWS Wealth Advisors
New Jersey
$3.31M -$131K -2,643 -4%
KA
288
Kovack Advisors
Florida
$3.3M -$9.14M -184,625 -73%
LA
289
LexAurum Advisors
Kansas
$3.29M +$400K +8,076 +14%
SFPG
290
Stonebridge Financial Planning Group
Florida
$3.29M -$266K -5,363 -7%
PIA
291
Perennial Investment Advisors
California
$3.29M +$157K +3,173 +5%
HIA
292
Harbor Investment Advisory
Maryland
$3.21M +$121K +2,444 +4%
DI
293
DAGCO Inc
Ohio
$3.2M -$49.6M -346,691 -94%
PA
294
Pinnacle Associates
New York
$3.18M +$52K +1,050 +2%
EDRH
295
Edmond de Rothschild Holding
Switzerland
$3.15M -$135K -2,729 -4%
GPA
296
Guidance Point Advisors
Massachusetts
$3.13M -$80.7K -1,629 -3%
SFC
297
Strategic Financial Concepts
Texas
$3.03M +$463K +9,344 +18%
SWM
298
Spire Wealth Management
Virginia
$3.01M +$7.88K +159 +0.3%
FFP
299
Forbes Financial Planning
Rhode Island
$3.01M +$6.74K +136 +0.2%
GC
300
Guidance Capital
Kentucky
$2.96M +$18.8K +385 +0.6%
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