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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
351
World Investment Advisors
California
$1.78M -$1.11M -22,275 -38%
SC
352
Scotia Capital
Ontario, Canada
$1.78M +$175K +3,491 +11%
MCM
353
MAI Capital Management
Ohio
$1.78M -$207K -4,147 -10%
MSA
354
Marino Stram & Associates
Massachusetts
$1.78M +$50.5K +1,010 +3%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$1.77M -$792K -15,830 -31%
Cerity Partners
356
Cerity Partners
New York
$1.76M +$19.2K +384 +1%
GCM
357
Gallacher Capital Management
Colorado
$1.75M -$36.1K -722 -2%
T
358
TRUADVICE
Florida
$1.7M +$1.35M +26,561 +386%
IWP
359
Icon Wealth Partners
Texas
$1.67M +$1.67M +33,446 New
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$1.63M +$83.4K +1,668 +5%
CWM
361
Centurion Wealth Management
Virginia
$1.62M +$158K +3,161 +11%
MCA
362
MSH Capital Advisors
Arizona
$1.61M +$15.6K +312 +1%
HIS
363
Horizon Investment Services
Indiana
$1.61M -$21K -421 -1%
GWM
364
Geneos Wealth Management
Colorado
$1.61M +$482K +9,644 +43%
CWP
365
Curated Wealth Partners
California
$1.6M – – –
IF
366
Intrua Financial
Texas
$1.58M +$171K +3,431 +12%
PIMG
367
Patriot Investment Management Group
Tennessee
$1.57M -$1.3K -26 -0.1%
GVAG
368
Great Valley Advisor Group
Delaware
$1.57M +$78.9K +1,579 +5%
B
369
Bailard
California
$1.57M +$1.14M +22,853 +270%
HAS
370
HBW Advisory Services
California
$1.55M +$109K +2,181 +8%
EWM
371
Endowment Wealth Management
Wisconsin
$1.54M +$167K +3,340 +12%
SFO
372
Stokes Family Office
Louisiana
$1.54M -$67K -1,341 -4%
NFG
373
Northeast Financial Group
Pennsylvania
$1.53M -$2.1K -41 -0.1%
KMWM
374
Keudell/Morrison Wealth Management
Oregon
$1.52M -$32K -640 -2%
IA
375
IFP Advisors
Florida
$1.51M -$746K -21,477 -33%
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