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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$3.16M -$134K -2,480 -4%
TVAMP
302
Tennessee Valley Asset Management Partners
Tennessee
$3.15M +$1.5M +27,854 +91%
TCM
303
TD Capital Management
Tennessee
$3.15M +$22.3K +415 +0.7%
KBFS
304
Kohmann Bosshard Financial Services
Ohio
$3.12M -$17K -315 -0.5%
EFG
305
Ehrlich Financial Group
California
$3.11M +$3.11M +57,781 New
LWA
306
Lantern Wealth Advisors
New York
$3.07M +$3.07M +56,975 New
MFGM
307
Marshall Financial Group (Maryland)
Maryland
$3.06M -$20K -371 -0.6%
Cerity Partners
308
Cerity Partners
New York
$3.05M +$1.69M +31,402 +125%
TPWM
309
Twelve Points Wealth Management
Massachusetts
$3.02M -$1.34M -24,965 -31%
MWPCG
310
Measured Wealth Private Client Group
New Hampshire
$3M – – –
EWM
311
Echo Wealth Management
Minnesota
$3M -$727K -13,448 -20%
FAIM
312
Financial Advocates Investment Management
Washington
$2.98M -$831K -15,441 -22%
KFGK
313
Keystone Financial Group (Kentucky)
Kentucky
$2.98M -$78.4K -1,456 -3%
VA
314
Valmark Advisers
Ohio
$2.98M +$100K +1,866 +3%
NFG
315
Northeast Financial Group
Pennsylvania
$2.94M +$1.59M +29,557 +118%
GPA
316
Guidance Point Advisors
Massachusetts
$2.91M -$490K -9,096 -14%
CV
317
Counterweight Ventures
North Carolina
$2.82M +$2.82M +52,322 New
RSS
318
Rosenblum Silverman Sutton
California
$2.81M -$308K -5,715 -10%
Northern Trust
319
Northern Trust
Illinois
$2.74M -$48.1K -893 -2%
William Blair & Company
320
William Blair & Company
Illinois
$2.74M +$2.85K +53 +0.1%
Lazard Asset Management
321
Lazard Asset Management
New York
$2.73M -$249K -4,622 -8%
AF
322
Allworth Financial
California
$2.71M +$150K +2,793 +6%
WCG
323
Weaver Consulting Group
California
$2.7M +$969 +18 +0%
FFS
324
Founders Financial Securities
Maryland
$2.69M +$2.69M +49,978 New
EWM
325
EPG Wealth Management
Georgia
$2.66M -$138K -2,519 -5%
11 12
13
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