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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
301
Fiduciary Group
Georgia
$2.23M -$108K -2,128 -5%
LGWM
302
Litman Gregory Wealth Management
California
$2.23M +$657K +14,784 +42%
GB
303
Gunma Bank
Japan
$2.22M – – –
KBFS
304
Kohmann Bosshard Financial Services
Ohio
$2.22M +$1.14M +25,592 +105%
SIC
305
Sterling Investment Counsel
New York
$2.17M -$56.6K -1,273 -3%
IA
306
IFP Advisors
Florida
$2.17M +$166K +4,771 +8%
EWM
307
EPG Wealth Management
Georgia
$2.15M +$12.2K +274 +0.6%
SCP
308
Syntal Capital Partners
Texas
$2.11M -$112K -2,516 -5%
KFGK
309
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$22.4K +503 +1%
CIAS
310
CFS Investment Advisory Services
New Jersey
$2.09M +$2.05M +2,046,007 +4,647%
RPGK
311
Retirement Planning Group (Kansas)
Kansas
$2.08M +$811K +18,232 +64%
CAM
312
Cresset Asset Management
Illinois
$2.05M +$135K +3,047 +7%
RA
313
RFG Advisory
Alabama
$2.04M +$65.2K +1,323 +3%
NW
314
NewEdge Wealth
Pennsylvania
$2.03M +$6.63K +149 +0.3%
RJT
315
Raymond James Trust
Florida
$2.02M -$12.9K -290 -0.6%
IWM
316
IHT Wealth Management
Illinois
$2.02M -$102K -2,284 -5%
CS
317
Comerica Securities
Michigan
$2M +$10.7K +240 +0.5%
PFO
318
Pathstone Family Office
New Jersey
$1.97M +$941K +21,145 +91%
LA
319
LexAurum Advisors
Kansas
$1.92M +$100K +2,256 +6%
WANY
320
Wealthspire Advisors (New York)
New York
$1.91M -$96.7K -2,173 -5%
KIA
321
KCM Investment Advisors
California
$1.9M -$75.6K -1,700 -4%
CWS
322
Confluence Wealth Services
Pennsylvania
$1.86M +$217K +4,882 +13%
SC
323
Scotia Capital
Ontario, Canada
$1.79M +$8.41K +189 +0.5%
AAS
324
Ameritas Advisory Services
Nebraska
$1.78M -$65K -1,462 -4%
Brown Advisory
325
Brown Advisory
Maryland
$1.77M +$422K +9,490 +31%
11 12
13
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