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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 %
HBW
351
Hazlett, Burt & Watson
West Virginia
$1.39M +$353K +7,921 +34%
KMWM
352
Keudell/Morrison Wealth Management
Oregon
$1.38M -$78.9K -1,775 -5%
EP
353
Eudaimonia Partners
Tennessee
$1.37M -$31.4K -706 -2%
MIAN
354
Mariner Independent Advisor Network
Kansas
$1.35M +$51.1K +1,149 +4%
FB
355
First Bancorp
Maine
$1.35M +$1.35M +30,402 New
NCM
356
New Capital Management
Texas
$1.34M – – –
MCM
357
Maryland Capital Management
Maryland
$1.34M -$20.3K -457 -1%
GVAG
358
Great Valley Advisor Group
Delaware
$1.32M +$179K +4,032 +16%
TVAMP
359
Tennessee Valley Asset Management Partners
Tennessee
$1.31M +$7.78K +175 +0.6%
SWP
360
ShoreHaven Wealth Partners
New Jersey
$1.31M +$24.1K +542 +2%
EWA
361
EP Wealth Advisors
California
$1.31M +$847K +19,054 +183%
CPIG
362
Chicago Partners Investment Group
Illinois
$1.3M +$8.33K +170 +0.6%
SWM
363
Spire Wealth Management
Virginia
$1.29M -$1.17M -26,236 -47%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$1.27M -$7.65K -172 -0.6%
SIC
365
Samalin Investment Counsel
New York
$1.27M +$24K +539 +2%
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$1.24M -$222 -5 -0%
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$1.23M +$34.6K +777 +3%
VCM
368
Virtue Capital Management
Tennessee
$1.23M +$49.1K +1,105 +4%
IF
369
Intrua Financial
Texas
$1.21M +$127K +2,851 +12%
RF
370
Rollins Financial
Georgia
$1.21M +$540K +12,130 +81%
William Blair & Company
371
William Blair & Company
Illinois
$1.18M -$11.4K -256 -1%
TC
372
Titleist Capital
Texas
$1.18M -$4.85K -109 -0.4%
HAS
373
HBW Advisory Services
California
$1.18M +$38.6K +867 +3%
EWM
374
Endowment Wealth Management
Wisconsin
$1.17M +$44.2K +994 +4%
MCA
375
MSH Capital Advisors
Arizona
$1.16M +$108K +2,435 +10%
13 14
15
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