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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
326
Oak Asset Management
California
$1.77M +$1.77M +39,786 New
SG
327
StoneX Group
New York
$1.75M +$316K +7,110 +22%
SF
328
Synovus Financial
Georgia
$1.75M +$51.9K +1,171 +3%
MCM
329
MAI Capital Management
Ohio
$1.75M +$89K +2,001 +5%
EDRIA
330
Edmonds Duncan Registered Investment Advisors
Kansas
$1.71M -$36.6K -824 -2%
BFS
331
Bard Financial Services
Connecticut
$1.69M – – –
OPS
332
Orion Portfolio Solutions
Nebraska
$1.68M -$64.3K -1,445 -4%
CAC
333
Certified Advisory Corp
Florida
$1.67M +$332K +7,467 +25%
HTC
334
Haverford Trust Company
Pennsylvania
$1.66M -$48.7K -1,095 -3%
MSWMA
335
Market Street Wealth Management Advisors
Indiana
$1.65M -$110K -2,466 -6%
MSA
336
Marino Stram & Associates
Massachusetts
$1.62M -$21.6K -485 -1%
HR
337
Howe & Rusling
New York
$1.59M -$137K -3,080 -8%
SEP
338
Southland Equity Partners
Missouri
$1.59M +$3.51K +79 +0.2%
ICM
339
Islay Capital Management
Texas
$1.57M -$95.1K -2,138 -6%
CFD
340
Creative Financial Designs
Indiana
$1.57M +$29.5K +663 +2%
DIA
341
Davidson Investment Advisors
Montana
$1.56M +$752K +16,912 +93%
BCI
342
Brinker Capital Investments
Pennsylvania
$1.56M +$4.89K +110 +0.3%
UCFA
343
United Capital Financial Advisors
Texas
$1.55M -$213K -4,795 -12%
RF
344
Resolute Financial
Massachusetts
$1.55M -$32.4K -729 -2%
WIP
345
WealthCare Investment Partners
Rhode Island
$1.55M +$80.2K +1,802 +5%
IWA
346
Icon Wealth Advisors
Texas
$1.54M +$1.54M +34,717 New
HIS
347
Horizon Investment Services
Indiana
$1.48M +$13.7K +307 +0.9%
AL
348
Aspiriant LLC
California
$1.46M +$833K +18,734 +133%
PIMG
349
Patriot Investment Management Group
Tennessee
$1.43M +$1.2K +27 +0.1%
CWP
350
Curated Wealth Partners
California
$1.42M – – –
12 13
14
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