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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
301
Kohmann Bosshard Financial Services
Ohio
$2.67M -$8.75K -175 -0.3%
AF
302
Allworth Financial
California
$2.65M +$1.35M +27,006 +104%
Natixis Advisors
303
Natixis Advisors
Massachusetts
$2.61M +$1.05M +21,051 +68%
DIA
304
Davidson Investment Advisors
Montana
$2.58M +$687K +13,739 +36%
BCA
305
Bay Colony Advisors
Massachusetts
$2.57M -$41.5K -839 -2%
WCG
306
Weaver Consulting Group
California
$2.57M +$14.6K +293 +0.6%
NW
307
NewEdge Wealth
Pennsylvania
$2.56M +$274K +5,491 +12%
T
308
TCWP
Ohio
$2.55M -$86.4K -1,729 -3%
SFC
309
Strategic Financial Concepts
Texas
$2.52M +$2.52M +50,373 New
FA
310
Fermata Advisors
California
$2.48M -$16.1M -321,190 -87%
EWA
311
EverSource Wealth Advisors
Alabama
$2.46M +$839K +16,782 +52%
RA
312
RFG Advisory
Alabama
$2.4M +$90.3K +1,807 +4%
LA
313
LexAurum Advisors
Kansas
$2.4M +$220K +4,409 +10%
FI
314
Financial Insights
Washington
$2.37M -$120K -2,409 -5%
FF
315
Fluent Financial
Texas
$2.35M -$48.2K -964 -2%
Brown Advisory
316
Brown Advisory
Maryland
$2.34M +$390K +7,799 +20%
LWM
317
Lionsbridge Wealth Management
Florida
$2.34M -$97.9K -1,959 -4%
AC
318
AlphaCore Capital
California
$2.32M +$2.32M +46,502 New
KIA
319
KCM Investment Advisors
California
$2.22M +$117K +2,350 +6%
HBW
320
Hazlett, Burt & Watson
West Virginia
$2.19M +$283K +5,659 +15%
SCP
321
Syntal Capital Partners
Texas
$2.15M -$227K -4,539 -10%
FHA
322
Flagship Harbor Advisors
Massachusetts
$2.14M -$25.3K -507 -1%
RSWM
323
Robertson Stephens Wealth Management
California
$2.13M -$631K -12,619 -23%
MFA
324
Millington Financial Advisors
Illinois
$2.13M -$14K -280 -0.7%
FG
325
Fiduciary Group
Georgia
$2.12M -$27K -540 -1%
11 12
13
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