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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
326
Resolute Financial
Massachusetts
$1.7M -$27K -567 -2%
SEP
327
Southland Equity Partners
Missouri
$1.7M +$107K +2,248 +7%
LGWM
328
Litman Gregory Wealth Management
California
$1.68M +$1.68M +35,300 New
BCI
329
Brinker Capital Investments
Pennsylvania
$1.66M -$36.7K -771 -2%
CFD
330
Creative Financial Designs
Indiana
$1.65M +$193K +4,056 +13%
HF
331
HRT Financial
New York
$1.6M -$1.28M -26,891 -44%
WIP
332
WealthCare Investment Partners
Rhode Island
$1.57M +$40.9K +859 +3%
HIS
333
Horizon Investment Services
Indiana
$1.57M +$24.1K +505 +2%
KMWM
334
Keudell/Morrison Wealth Management
Oregon
$1.57M -$69.1K -1,450 -4%
SG
335
StoneX Group
New York
$1.54M +$535K +11,233 +53%
PIMG
336
Patriot Investment Management Group
Tennessee
$1.53M +$21.9K +459 +1%
CWP
337
Curated Wealth Partners
California
$1.52M – – –
EP
338
Eudaimonia Partners
Tennessee
$1.5M +$761K +15,975 +103%
RG
339
Retirement Group
California
$1.48M -$62K -1,301 -4%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$1.47M +$1.47M +30,858 New
NCM
341
New Capital Management
Texas
$1.46M – – –
MCM
342
Maryland Capital Management
Maryland
$1.46M +$1.46M +30,595 New
Brown Advisory
343
Brown Advisory
Maryland
$1.45M -$3.29K -69 -0.2%
HHRDM
344
H&H Retirement Design & Management
Nevada
$1.44M -$61.6K -1,217 -4%
CAC
345
Certified Advisory Corp
Florida
$1.43M -$82.3K -1,728 -5%
MIAN
346
Mariner Independent Advisor Network
Kansas
$1.41M -$94.9K -1,970 -6%
TVAMP
347
Tennessee Valley Asset Management Partners
Tennessee
$1.4M +$33.2K +696 +2%
CRC
348
Curi RMB Capital
Illinois
$1.39M -$377K -7,921 -21%
APA
349
Astoria Portfolio Advisors
New York
$1.38M -$231K -4,844 -14%
SWP
350
ShoreHaven Wealth Partners
New Jersey
$1.38M -$822K -17,255 -37%
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