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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
301
Valmark Advisers
Ohio
$2.99M -$428K -8,297 -13%
Natixis Advisors
302
Natixis Advisors
Massachusetts
$2.96M +$274K +5,313 +10%
CG
303
Colony Group
Massachusetts
$2.92M -$121K -2,357 -4%
BG
304
Benedetti & Gucer
Georgia
$2.88M +$112K +2,169 +4%
MWPCG
305
Measured Wealth Private Client Group
New Hampshire
$2.87M – – –
RJT
306
Raymond James Trust
Florida
$2.86M +$43.9K +853 +2%
EWA
307
Exencial Wealth Advisors
Oklahoma
$2.84M -$178K -3,451 -6%
UCFA
308
United Capital Financial Advisors
Texas
$2.8M +$659K +12,787 +31%
EWM
309
EPG Wealth Management
Georgia
$2.75M -$28.8K -559 -1%
BCA
310
Bay Colony Advisors
Massachusetts
$2.71M +$24.4K +474 +0.9%
CA
311
Crewe Advisors
Utah
$2.69M -$371K -7,207 -12%
BC
312
Brio Consultants
California
$2.67M -$92.7K -1,799 -3%
SFC
313
Strategic Financial Concepts
Texas
$2.67M +$78.2K +1,518 +3%
T
314
TCWP
Ohio
$2.67M +$42.5K +824 +2%
LB
315
Leo Brokerage
Texas
$2.66M -$286K -5,568 -10%
CCWA
316
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$166K -3,228 -6%
KFGK
317
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$2.64M +51,318 New
WCG
318
Weaver Consulting Group
California
$2.64M -$8.35K -162 -0.3%
WWM
319
Western Wealth Management
Colorado
$2.6M -$461K -8,950 -15%
FF
320
Fluent Financial
Texas
$2.5M +$74.7K +1,450 +3%
AF
321
Allworth Financial
California
$2.5M -$228K -4,425 -8%
AAS
322
Ameritas Advisory Services
Nebraska
$2.49M -$382K -7,533 -13%
RA
323
RFG Advisory
Alabama
$2.46M -$15.4K -299 -0.6%
MSA
324
Marino Stram & Associates
Massachusetts
$2.43M +$599K +11,622 +33%
FI
325
Financial Insights
Washington
$2.42M -$23.2K -451 -1%
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