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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$897M
2
Ameriprise
Ameriprise
Minnesota
$508M
3
Morgan Stanley
Morgan Stanley
New York
$945M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
First Command Bank
Texas
$146M

Top Sellers

1
ACG
Arch Capital Group
Bermuda
$0
2
BlackRock
BlackRock
New York
$225M
3
KCM
Karp Capital Management
California
$1.7M
4
FTS
Fifth Third Securities
Ohio
$0
5
KAS
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
326
Curated Wealth Partners
California
$1.77M – – –
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$748K -14,007 -30%
HIS
328
Horizon Investment Services
Indiana
$1.73M +$204K +3,820 +13%
RG
329
Retirement Group
California
$1.72M +$2.24K +42 +0.1%
WIP
330
WealthCare Investment Partners
Rhode Island
$1.7M +$75.9K +1,434 +5%
KCM
331
Karp Capital Management
California
$1.7M -$21.1M -394,944 -93%
AF
332
Allworth Financial
California
$1.7M -$285K -5,330 -14%
CAC
333
Certified Advisory Corp
Florida
$1.7M -$50.3K -942 -3%
PIMG
334
Patriot Investment Management Group
Tennessee
$1.69M +$3.68K +69 +0.2%
MIAN
335
Mariner Independent Advisor Network
Kansas
$1.66M +$82.3K +1,554 +5%
CFD
336
Creative Financial Designs
Indiana
$1.63M -$1.03M -19,217 -39%
Brown Advisory
337
Brown Advisory
Maryland
$1.63M +$249K +4,664 +18%
WANY
338
Wealthspire Advisors (New York)
New York
$1.62M -$7.58K -142 -0.5%
NCM
339
New Capital Management
Texas
$1.61M – – –
SC
340
Scotia Capital
Ontario, Canada
$1.6M +$246K +4,613 +18%
EPA
341
Element Pointe Advisors
Florida
$1.59M -$66.7K -1,250 -4%
HHRDM
342
H&H Retirement Design & Management
Nevada
$1.58M -$496K -9,286 -24%
FHC
343
First Heartland Consultants
Missouri
$1.58M +$481 +9 +0%
LA
344
LexAurum Advisors
Kansas
$1.57M +$155K +2,901 +11%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$1.56M -$285K -5,251 -15%
TVAMP
346
Tennessee Valley Asset Management Partners
Tennessee
$1.53M +$44.8K +839 +3%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$1.53M +$115K +2,144 +8%
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$1.52M +$170K +3,181 +13%
WCFA
349
Walkner Condon Financial Advisors
Wisconsin
$1.51M -$309K -5,787 -17%
William Blair & Company
350
William Blair & Company
Illinois
$1.46M +$248K +4,648 +21%
12 13
14
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