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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
351
Leo Wealth LLC
Texas
$2.31M +$2.31M +40,728 New
BBWP
352
Beacon Bridge Wealth Partners
Pennsylvania
$2.26M +$1.7M +31,583 +301%
CCWA
353
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$434K -8,070 -16%
WA
354
WBH Advisory
Maryland
$2.25M -$1.41M -26,226 -39%
SFC
355
Strategic Financial Concepts
Texas
$2.23M -$1.06M -19,742 -32%
MFA
356
Millington Financial Advisors
Illinois
$2.21M +$79.9K +1,485 +4%
P
357
&Partners
Tennessee
$2.21M +$2.21M +41,134 New
FFN
358
Focus Financial Network
Minnesota
$2.2M +$1.39M +25,758 +170%
BPA
359
Beacon Pointe Advisors
California
$2.17M -$1.05M -19,467 -33%
3F
360
360 Financial
Minnesota
$2.16M -$3.28K -61 -0.2%
SIC
361
Sterling Investment Counsel
New York
$2.13M -$66.6K -1,237 -3%
PRI
362
Prepared Retirement Institute
Pennsylvania
$2.11M +$2.11M +39,143 New
EWM
363
Endowment Wealth Management
Wisconsin
$2.1M +$214K +3,984 +11%
WWM
364
Western Wealth Management
Colorado
$2.07M -$445K -8,269 -18%
FG
365
Fiduciary Group
Georgia
$2.06M -$60K -1,115 -3%
EDRIA
366
Edmonds Duncan Registered Investment Advisors
Kansas
$2.04M +$7.21K +134 +0.4%
MMPW
367
Mitchell McLeod Pugh & Williams
Alabama
$2.03M – – –
SF
368
Synovus Financial
Georgia
$2.01M +$24.5K +455 +1%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$1.99M -$200K -3,707 -9%
AC
370
AlphaCore Capital
California
$1.98M -$9.15K -170 -0.5%
HAS
371
HBW Advisory Services
California
$1.98M -$94.5K -1,755 -5%
GWM
372
Geneos Wealth Management
Colorado
$1.95M +$58.4K +1,085 +3%
EDRH
373
Edmond de Rothschild Holding
Switzerland
$1.95M -$1.48M -27,413 -43%
HTC
374
Haverford Trust Company
Pennsylvania
$1.94M -$26.4K -490 -1%
WANY
375
Wealthspire Advisors (New York)
New York
$1.91M -$140K -2,596 -7%
13 14
15
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