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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
326
Summit Financial Wealth Advisors
Louisiana
$2.11M -$15.6M -311,287 -88%
SIC
327
Sterling Investment Counsel
New York
$2.1M -$450K -9,002 -18%
UCFA
328
United Capital Financial Advisors
Texas
$2.08M +$91.2K +1,824 +5%
HIA
329
Harbor Investment Advisory
Maryland
$2.05M +$1.71M +34,152 +497%
IWM
330
IHT Wealth Management
Illinois
$2.05M -$97K -1,941 -5%
3F
331
360 Financial
Minnesota
$2.05M +$1.27M +25,439 +164%
SF
332
Synovus Financial
Georgia
$2.03M +$44.5K +890 +2%
WANY
333
Wealthspire Advisors (New York)
New York
$2.01M -$89.2K -1,785 -4%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$1.99M +$344K +6,888 +21%
OAM
335
Oak Asset Management
California
$1.98M +$8.75K +175 +0.4%
CAC
336
Certified Advisory Corp
Florida
$1.96M +$14.8K +296 +0.8%
SS
337
Sound Stewardship
Kansas
$1.95M -$31.2K -625 -2%
Citadel Advisors
338
Citadel Advisors
Florida
$1.95M +$1.21M +24,196 +163%
CFD
339
Creative Financial Designs
Indiana
$1.93M +$127K +2,531 +7%
AFP
340
Ausdal Financial Partners
Iowa
$1.92M +$618K +12,361 +47%
TWA
341
Talisman Wealth Advisors
New Jersey
$1.92M +$140K +2,798 +8%
HTC
342
Haverford Trust Company
Pennsylvania
$1.91M -$82K -1,640 -4%
BFS
343
Bard Financial Services
Connecticut
$1.9M – – –
ICM
344
Islay Capital Management
Texas
$1.86M +$109K +2,171 +6%
CIAS
345
CFS Investment Advisory Services
New Jersey
$1.86M -$421K -8,420 -18%
EDRIA
346
Edmonds Duncan Registered Investment Advisors
Kansas
$1.83M -$36.7K -734 -2%
MMPW
347
Mitchell McLeod Pugh & Williams
Alabama
$1.83M – – –
FCFC
348
First Commonwealth Financial Corp
Pennsylvania
$1.82M +$947K +18,951 +109%
SEP
349
Southland Equity Partners
Missouri
$1.8M +$20.9K +418 +1%
FP
350
Financial Perspectives
Minnesota
$1.79M +$229K +4,585 +15%
12 13
14
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