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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 %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$1.37M +$8.34K +175 +0.6%
FHC
352
First Heartland Consultants
Missouri
$1.37M -$42.9K -900 -3%
SFP
353
Shepherd Financial Partners
Massachusetts
$1.36M +$1.36M +28,557 New
RPGK
354
Retirement Planning Group (Kansas)
Kansas
$1.35M +$1.35M +28,421 New
SIC
355
Samalin Investment Counsel
New York
$1.34M +$92.6K +1,945 +7%
WCFA
356
Walkner Condon Financial Advisors
Wisconsin
$1.33M -$11.5K -242 -0.9%
CPIG
357
Chicago Partners Investment Group
Illinois
$1.33M +$6.38K +126 +0.5%
AF
358
Allworth Financial
California
$1.3M -$213K -4,474 -14%
EPA
359
Element Pointe Advisors
Florida
$1.29M -$129K -2,702 -9%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$1.28M -$73.4K -1,541 -5%
William Blair & Company
361
William Blair & Company
Illinois
$1.28M -$18.6K -390 -1%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$276K -5,802 -18%
VCM
363
Virtue Capital Management
Tennessee
$1.27M +$107K +2,238 +9%
TC
364
Titleist Capital
Texas
$1.27M -$485K -10,188 -28%
CA
365
CSM Advisors
Pennsylvania
$1.25M – – –
NRA
366
NSI Retail Advisors
Pennsylvania
$1.25M – – –
RWP
367
RWA Wealth Partners
Massachusetts
$1.25M +$604K +12,685 +93%
STAS
368
Strong Tower Advisory Services
Minnesota
$1.23M +$1.23M +25,747 New
VC
369
Veracity Capital
Georgia
$1.22M -$6.58K -138 -0.5%
HAS
370
HBW Advisory Services
California
$1.22M +$12K +253 +1%
GVAG
371
Great Valley Advisor Group
Delaware
$1.22M +$108K +2,276 +10%
EWM
372
Endowment Wealth Management
Wisconsin
$1.21M +$67.6K +1,419 +6%
APW
373
Aurora Private Wealth
New Jersey
$1.2M -$28.6K -601 -2%
RFN
374
Redwood Financial Network
Ohio
$1.19M +$5.81K +122 +0.5%
UWM
375
USAdvisors Wealth Management
Minnesota
$1.17M +$45.7K +958 +4%
13 14
15
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