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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
301
Gunma Bank
Japan
$2.11M -$2.39M -43,000 -53%
CWM
302
Congress Wealth Management
Massachusetts
$2.11M +$2.11M +37,933 New
APA
303
American Portfolios Advisors
New York
$2.11M +$61.1K +1,100 +3%
AF
304
Apexium Financial
Texas
$2.09M -$113K -2,031 -5%
GEA
305
Glen Eagle Advisors
New Jersey
$2.07M -$11.1K -199 -0.5%
BCI
306
Brinker Capital Investments
Pennsylvania
$2.07M +$2.07M +37,195 New
AF
307
Allworth Financial
California
$2.07M -$142K -2,550 -6%
CRC
308
Curi RMB Capital
Illinois
$2.05M +$389 +7 +0%
APA
309
Astoria Portfolio Advisors
New York
$2.03M +$2.03M +36,565 New
TC
310
Titleist Capital
Texas
$2.02M +$2.02M +36,337 New
ICM
311
Islay Capital Management
Texas
$2.01M +$661K +11,888 +49%
HHRDM
312
H&H Retirement Design & Management
Nevada
$2M -$5.68M -110,713 -74%
KWM
313
Kingsview Wealth Management
Oregon
$1.99M +$324K +5,824 +19%
HTC
314
Haverford Trust Company
Pennsylvania
$1.98M +$336K +6,049 +20%
HR
315
Howe & Rusling
New York
$1.91M +$119K +2,147 +7%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$1.9M -$377K -6,766 -17%
WCFA
317
Walkner Condon Financial Advisors
Wisconsin
$1.89M +$823K +14,813 +77%
AWM
318
Axxcess Wealth Management
California
$1.87M +$1.87M +33,687 New
RF
319
Resolute Financial
Massachusetts
$1.87M +$1.87M +33,592 New
SF
320
Synovus Financial
Georgia
$1.86M -$55.8K -1,004 -3%
WA
321
WBH Advisory
Maryland
$1.82M +$62.4K +1,122 +4%
CAC
322
Certified Advisory Corp
Florida
$1.82M +$290K +5,211 +19%
RG
323
Retirement Group
California
$1.79M +$61.2K +1,100 +4%
CWP
324
Curated Wealth Partners
California
$1.77M – – –
PIMG
325
Patriot Investment Management Group
Tennessee
$1.76M +$5K +90 +0.3%
11 12
13
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