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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$68.4M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$61M
3
AT
American Trust
Kentucky
+$43.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$42.1M
5
Comerica Bank
Comerica Bank
Texas
+$30.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$158M
2
BlackRock
BlackRock
New York
-$82.5M
3
DI
DAGCO Inc
Ohio
-$49.6M
4
Ameriprise
Ameriprise
Minnesota
-$30.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
326
Commonwealth Financial Services
West Virginia
$2.48M +$2.48M +50,136 New
CCWA
327
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.47M -$81.7K -1,649 -3%
SFSG
328
Sound Financial Strategies Group
Mississippi
$2.44M +$1.6M +32,393 +191%
AAS
329
Ameritas Advisory Services
Nebraska
$2.39M -$41K -828 -2%
AF
330
Allworth Financial
California
$2.36M -$46.1K -931 -2%
FF
331
Fluent Financial
Texas
$2.35M -$55.7K -1,124 -2%
BC
332
Brio Consultants
California
$2.33M -$238K -4,805 -9%
WWM
333
Western Wealth Management
Colorado
$2.32M -$178K -3,595 -7%
EWA
334
Exencial Wealth Advisors
Oklahoma
$2.31M -$412K -8,323 -15%
DFG
335
Demars Financial Group
Washington
$2.29M +$890K +17,959 +64%
CFGS
336
Concourse Financial Group Securities
Alabama
$2.29M -$755K -15,115 -25%
FHA
337
Flagship Harbor Advisors
Massachusetts
$2.27M +$71.9K +1,451 +3%
FA
338
FDx Advisors
Illinois
$2.27M +$1.97M +39,788 +652%
HBW
339
Hazlett, Burt & Watson
West Virginia
$2.23M +$52.5K +1,059 +2%
CFD
340
Creative Financial Designs
Indiana
$2.23M +$169K +3,418 +8%
FI
341
Financial Insights
Washington
$2.21M -$53.1K -1,100 -2%
KIA
342
KCM Investment Advisors
California
$2.19M -$8.67K -175 -0.4%
BCM
343
Brookstone Capital Management
Illinois
$2.18M -$912K -18,581 -29%
SIC
344
Samalin Investment Counsel
New York
$2.09M +$481K +9,709 +30%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$2.09M -$13K -252 -0.6%
IWM
346
IHT Wealth Management
Illinois
$2.07M +$219K +4,412 +12%
HH
347
Hilltop Holdings
Texas
$2.05M +$2.05M +41,303 New
SIC
348
Sterling Investment Counsel
New York
$2.02M -$26K -525 -1%
OAM
349
Oak Asset Management
California
$2.02M +$30.3K +611 +2%
HR
350
Howe & Rusling
New York
$2.02M +$438K +8,840 +28%
12 13
14
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