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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
351
Bard Financial Services
Connecticut
$1.9M – – –
DIA
352
Davidson Investment Advisors
Montana
$1.9M +$144K +2,875 +8%
EDRIA
353
Edmonds Duncan Registered Investment Advisors
Kansas
$1.87M -$49.8K -995 -3%
RF
354
Resolute Financial
Massachusetts
$1.86M +$120K +2,394 +7%
MMPW
355
Mitchell McLeod Pugh & Williams
Alabama
$1.83M +$1.83M +36,521 New
CFD
356
Creative Financial Designs
Indiana
$1.81M +$45.3K +906 +3%
BCI
357
Brinker Capital Investments
Pennsylvania
$1.8M +$49K +979 +3%
GCM
358
Gallacher Capital Management
Colorado
$1.79M +$1.79M +35,726 New
TWA
359
Talisman Wealth Advisors
New Jersey
$1.78M +$1.78M +35,665 New
SEP
360
Southland Equity Partners
Missouri
$1.78M -$3.35K -67 -0.2%
ICM
361
Islay Capital Management
Texas
$1.75M -$7.5K -150 -0.4%
Cerity Partners
362
Cerity Partners
New York
$1.74M +$1.74M +34,785 New
MSA
363
Marino Stram & Associates
Massachusetts
$1.73M -$94.3K -1,886 -5%
WIP
364
WealthCare Investment Partners
Rhode Island
$1.68M -$60.2K -1,204 -3%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$442K +8,832 +37%
HIS
366
Horizon Investment Services
Indiana
$1.63M -$28.2K -563 -2%
EWA
367
EverSource Wealth Advisors
Alabama
$1.62M +$1.62M +32,350 New
SFO
368
Stokes Family Office
Louisiana
$1.61M +$981K +19,625 +156%
PIMG
369
Patriot Investment Management Group
Tennessee
$1.61M -$34.1K -668 -2%
EDRH
370
Edmond de Rothschild Holding
Switzerland
$1.61M +$1.56M +31,148 +3,211%
SC
371
Scotia Capital
Ontario, Canada
$1.61M -$412K -8,232 -20%
MCA
372
MSH Capital Advisors
Arizona
$1.6M +$293K +5,869 +22%
CWP
373
Curated Wealth Partners
California
$1.6M – – –
HR
374
Howe & Rusling
New York
$1.57M -$219K -4,376 -12%
SWM
375
Spire Wealth Management
Virginia
$1.57M +$111K +2,222 +8%
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