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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
326
IFP Advisors
Florida
$2.4M +$159K +3,087 +7%
FHA
327
Flagship Harbor Advisors
Massachusetts
$2.29M +$87.1K +1,691 +4%
KIA
328
KCM Investment Advisors
California
$2.29M – – –
FTUS
329
Flow Traders U.S.
New York
$2.27M +$1.89M +36,664 +493%
HBW
330
Hazlett, Burt & Watson
West Virginia
$2.27M +$10K +195 +0.4%
TWA
331
Talisman Wealth Advisors
New Jersey
$2.25M +$263K +5,109 +13%
SCP
332
Syntal Capital Partners
Texas
$2.21M -$6.08K -118 -0.3%
Northern Trust
333
Northern Trust
Illinois
$2.19M +$1.14M +22,071 +108%
FG
334
Fiduciary Group
Georgia
$2.17M -$11.7K -227 -0.5%
SFWA
335
Summit Financial Wealth Advisors
Louisiana
$2.16M -$14.4K -280 -0.7%
CFD
336
Creative Financial Designs
Indiana
$2.14M +$152K +2,941 +8%
RSWM
337
Robertson Stephens Wealth Management
California
$2.14M -$56.9K -1,105 -3%
SIC
338
Sterling Investment Counsel
New York
$2.13M -$35.5K -689 -2%
3F
339
360 Financial
Minnesota
$2.11M -$3.04K -59 -0.1%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$2.1M +$270K +5,225 +15%
OAM
341
Oak Asset Management
California
$2.07M +$27.1K +525 +1%
HTC
342
Haverford Trust Company
Pennsylvania
$2.05M +$87.8K +1,704 +4%
WANY
343
Wealthspire Advisors (New York)
New York
$2.03M -$41.7K -810 -2%
CAC
344
Certified Advisory Corp
Florida
$2.02M -$5.93K -115 -0.3%
CIAS
345
CFS Investment Advisory Services
New Jersey
$2M +$84.4K +1,639 +4%
SF
346
Synovus Financial
Georgia
$1.98M -$114K -2,209 -5%
NAM
347
Nissay Asset Management
Japan
$1.98M +$1.98M +38,409 New
MFA
348
Millington Financial Advisors
Illinois
$1.97M -$218K -4,235 -10%
EDRIA
349
Edmonds Duncan Registered Investment Advisors
Kansas
$1.95M +$64.4K +1,250 +3%
UWM
350
USAdvisors Wealth Management
Minnesota
$1.95M +$612K +11,860 +46%
12 13
14
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