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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M +$1.95M +40,966 +1,492%
CAM
302
Cresset Asset Management
Illinois
$2.05M +$1.03M +21,616 +101%
CI
303
CX Institutional
Indiana
$2.04M +$2.04M +42,730 New
RA
304
RFG Advisory
Alabama
$2.03M +$675K +13,315 +50%
IA
305
IFP Advisors
Florida
$2.01M – – –
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.98M -$96.8K -2,031 -5%
AAS
307
Ameritas Advisory Services
Nebraska
$1.97M +$59.8K +1,256 +3%
LA
308
LexAurum Advisors
Kansas
$1.95M +$548K +11,515 +39%
SC
309
Scotia Capital
Ontario, Canada
$1.91M +$482K +10,129 +34%
CWS
310
Confluence Wealth Services
Pennsylvania
$1.9M +$1.56M +30,326 +457%
IWP
311
Icon Wealth Partners
Texas
$1.9M +$17K +356 +0.9%
UCFA
312
United Capital Financial Advisors
Texas
$1.89M +$209K +4,379 +12%
MSWMA
313
Market Street Wealth Management Advisors
Indiana
$1.89M -$14.3K -300 -0.8%
OPS
314
Orion Portfolio Solutions
Nebraska
$1.87M -$564K -11,832 -23%
EDRIA
315
Edmonds Duncan Registered Investment Advisors
Kansas
$1.87M -$180K -3,769 -9%
HR
316
Howe & Rusling
New York
$1.85M -$17.2K -362 -0.9%
BIP
317
Bouvel Investment Partners
Pennsylvania
$1.85M +$15.9K +333 +0.9%
AWM
318
Axxcess Wealth Management
California
$1.83M +$1.28M +26,827 +231%
SF
319
Synovus Financial
Georgia
$1.83M -$1.67K -35 -0.1%
HTC
320
Haverford Trust Company
Pennsylvania
$1.83M +$140K +2,932 +8%
AF
321
Apexium Financial
Texas
$1.82M +$31.7K +665 +2%
BFS
322
Bard Financial Services
Connecticut
$1.81M – – –
ICM
323
Islay Capital Management
Texas
$1.78M +$61.2K +1,284 +4%
MCM
324
MAI Capital Management
Ohio
$1.77M +$783K +16,436 +79%
MSA
325
Marino Stram & Associates
Massachusetts
$1.76M -$1.21M -25,380 -41%
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