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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
351
Mitchell McLeod Pugh & Williams
Alabama
$1.94M +$61.5K +1,194 +3%
IWM
352
IHT Wealth Management
Illinois
$1.92M -$190K -3,681 -9%
AC
353
AlphaCore Capital
California
$1.92M -$478K -9,277 -20%
WIA
354
World Investment Advisors
California
$1.88M +$47.8K +928 +3%
FP
355
Financial Perspectives
Minnesota
$1.88M +$34.8K +676 +2%
GCM
356
Gallacher Capital Management
Colorado
$1.87M +$67.2K +1,305 +4%
HAS
357
HBW Advisory Services
California
$1.86M +$261K +5,070 +16%
SS
358
Sound Stewardship
Kansas
$1.85M -$166K -3,226 -8%
T
359
TRUADVICE
Florida
$1.84M +$95K +1,816 +5%
SEP
360
Southland Equity Partners
Missouri
$1.84M -$18.9K -367 -1%
BFS
361
Bard Financial Services
Connecticut
$1.83M -$129K -2,500 -7%
B
362
Bailard
California
$1.82M +$208K +4,028 +13%
Brown Advisory
363
Brown Advisory
Maryland
$1.82M -$596K -11,572 -25%
FA
364
Fermata Advisors
California
$1.81M -$742K -14,399 -29%
GVAG
365
Great Valley Advisor Group
Delaware
$1.79M +$169K +3,271 +10%
CWM
366
Centurion Wealth Management
Virginia
$1.78M +$106K +2,061 +6%
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$289K -5,609 -14%
SHFP
368
Second Half Financial Partners
Florida
$1.71M +$1.71M +33,167 New
GWM
369
Geneos Wealth Management
Colorado
$1.69M +$32.6K +632 +2%
SIC
370
Samalin Investment Counsel
New York
$1.68M +$122K +2,359 +8%
SC
371
Scotia Capital
Ontario, Canada
$1.67M -$167K -3,235 -9%
IF
372
Intrua Financial
Texas
$1.67M +$24.1K +467 +1%
FLA
373
Financial Life Advisors
Texas
$1.65M +$405K +7,864 +32%
Jane Street
374
Jane Street
New York
$1.65M -$2.48M -48,106 -60%
CWP
375
Curated Wealth Partners
California
$1.64M – – –
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15
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