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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
326
Keudell/Morrison Wealth Management
Oregon
$1.75M +$114K +2,055 +7%
EPA
327
Element Pointe Advisors
Florida
$1.73M – – –
WIP
328
WealthCare Investment Partners
Rhode Island
$1.71M +$1.71M +30,749 New
SFS
329
Sowell Financial Services
Arkansas
$1.71M +$32.4K +582 +2%
WANY
330
Wealthspire Advisors (New York)
New York
$1.7M – – –
NCM
331
New Capital Management
Texas
$1.68M – – –
SEP
332
Southland Equity Partners
Missouri
$1.67M +$108K +1,939 +7%
HFA
333
High Falls Advisors
New York
$1.66M -$14.9K -268 -0.9%
CFGS
334
Concourse Financial Group Securities
Alabama
$1.66M +$366K +6,586 +28%
MIAN
335
Mariner Independent Advisor Network
Kansas
$1.65M +$15.4K +276 +0.9%
BRWM
336
B. Riley Wealth Management
Tennessee
$1.62M +$658K +11,834 +69%
PWM
337
PRW Wealth Management
Massachusetts
$1.59M – – –
HIS
338
Horizon Investment Services
Indiana
$1.59M +$88.6K +1,593 +6%
OPS
339
Orion Portfolio Solutions
Nebraska
$1.59M +$182K +3,276 +13%
Bank of New York Mellon
340
Bank of New York Mellon
New York
$1.57M +$46.7K +840 +3%
TVAMP
341
Tennessee Valley Asset Management Partners
Tennessee
$1.54M +$73.2K +1,317 +5%
Jane Street
342
Jane Street
New York
$1.52M +$1.52M +27,327 New
GWAG
343
Garrett Wealth Advisory Group
Texas
$1.5M -$385K -6,926 -20%
EWM
344
Endowment Wealth Management
Wisconsin
$1.49M +$1.49M +26,771 New
LA
345
LexAurum Advisors
Kansas
$1.48M +$88.6K +1,594 +6%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$1.47M +$27.5K +495 +2%
PWP
347
Principle Wealth Partners
Connecticut
$1.46M – – –
CA
348
CSM Advisors
Pennsylvania
$1.46M – – –
NRA
349
NSI Retail Advisors
Pennsylvania
$1.46M – – –
VC
350
Vicus Capital
Pennsylvania
$1.46M +$22.4K +411 +2%
12 13
14
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