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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
376
Mendel Money Management
Illinois
$1.17M -$2.34K -42 -0.2%
HA
377
Herold Advisors
New York
$1.16M +$56 +1 +0%
BIA
378
Biondo Investment Advisors
Pennsylvania
$1.14M +$61.1K +1,100 +6%
SG
379
StoneX Group
New York
$1.14M +$42.1K +757 +4%
PA
380
Parallel Advisors
California
$1.12M -$432K -7,776 -28%
IA
381
IFP Advisors
Florida
$1.11M -$66.8K -1,204 -6%
LW
382
Linscomb Wealth
Texas
$1.11M +$5.28K +95 +0.5%
AMR
383
Asset Management Resources
Massachusetts
$1.11M +$1.11M +19,999 New
CW
384
CreativeOne Wealth
Kansas
$1.11M +$163K +2,932 +17%
MA
385
MAS Advisors
Florida
$1.11M +$1.11M +19,883 New
MFW
386
Meristem Family Wealth
Minnesota
$1.1M – – –
MWM
387
Minot Wealth Management
Massachusetts
$1.1M – – –
FFWM
388
Future Financial Wealth Management
Ohio
$1.1M +$81.7K +1,468 +8%
SWP
389
Summit Wealth Partners
Florida
$1.09M +$168K +3,022 +18%
NGA
390
Naples Global Advisors
Florida
$1.07M -$154K -2,775 -13%
MAM
391
McLean Asset Management
Virginia
$1.04M +$30.1K +539 +3%
MFA
392
Mayflower Financial Advisors
Massachusetts
$1.04M +$270K +4,856 +35%
GT
393
Glenmede Trust
Pennsylvania
$1.03M -$70.8K -1,275 -6%
CFS
394
CRA Financial Services
New Jersey
$1.03M – – –
EIP
395
Ellis Investment Partners
Pennsylvania
$1.02M +$93.8K +1,689 +10%
VNA
396
Valley National Advisers
Pennsylvania
$1.02M +$1.02M +18,356 New
IP
397
Investment Partners
Ohio
$997K – – –
OAM
398
Oak Asset Management
California
$993K +$6.95K +125 +0.7%
GWM
399
GSB Wealth Management
Connecticut
$987K +$987K +17,767 New
TA
400
TrueWealth Advisors
Alabama
$974K -$63.2K -1,136 -6%
14 15
16
17 18