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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Continuum Advisory
Idaho
$2.95M +$2.95M +59,035 New
TCM
302
Towercrest Capital Management
Pennsylvania
$2.91M +$41.8K +836 +1%
WIA
303
World Investment Advisors
California
$2.89M -$73.1K -1,461 -2%
William Blair & Company
304
William Blair & Company
Illinois
$2.85M +$1.52M +30,325 +114%
MWPCG
305
Measured Wealth Private Client Group
New Hampshire
$2.79M – – –
CG
306
Colony Group
Massachusetts
$2.77M -$232K -4,648 -8%
RSWM
307
Robertson Stephens Wealth Management
California
$2.76M +$46.9K +937 +2%
RSS
308
Rosenblum Silverman Sutton
California
$2.74M -$102K -2,045 -4%
KBFS
309
Kohmann Bosshard Financial Services
Ohio
$2.68M +$183K +3,661 +7%
BG
310
Benedetti & Gucer
Georgia
$2.67M -$61.4K -1,228 -2%
BCA
311
Bay Colony Advisors
Massachusetts
$2.65M -$64.2K -1,284 -2%
T
312
TCWP
Ohio
$2.64M -$130K -2,597 -5%
PIA
313
Perennial Investment Advisors
California
$2.63M -$20K -399 -0.8%
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$2.57M +$79.2K +1,584 +3%
WCG
315
Weaver Consulting Group
California
$2.56M -$19.1K -382 -0.7%
SIC
316
Sterling Investment Counsel
New York
$2.55M +$112K +2,237 +5%
BC
317
Brio Consultants
California
$2.53M +$74.4K +1,488 +3%
EWM
318
EPG Wealth Management
Georgia
$2.52M +$112K +2,239 +5%
RJT
319
Raymond James Trust
Florida
$2.5M +$225K +4,506 +10%
FI
320
Financial Insights
Washington
$2.49M -$26.2K -524 -1%
KFGK
321
Keystone Financial Group (Kentucky)
Kentucky
$2.49M +$131K +2,614 +6%
LWM
322
Lionsbridge Wealth Management
Florida
$2.44M +$2.44M +48,754 New
FF
323
Fluent Financial
Texas
$2.4M +$2.4M +48,033 New
RA
324
RFG Advisory
Alabama
$2.38M +$253K +4,908 +12%
SCP
325
Syntal Capital Partners
Texas
$2.37M -$100 -2 -0%
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