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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
376
USAdvisors Wealth Management
Minnesota
$1.16M +$60.6K +1,363 +6%
CW
377
CreativeOne Wealth
Kansas
$1.14M +$185K +4,156 +19%
BIP
378
Bouvel Investment Partners
Pennsylvania
$1.13M -$597K -13,416 -35%
AF
379
Allworth Financial
California
$1.12M -$96.8K -2,176 -8%
RFN
380
Redwood Financial Network
Ohio
$1.12M +$9.97K +224 +0.9%
APW
381
Aurora Private Wealth
New Jersey
$1.12M -$356 -8 -0%
APA
382
Astoria Portfolio Advisors
New York
$1.1M -$193K -4,340 -15%
EIP
383
Ellis Investment Partners
Pennsylvania
$1.1M +$88.1K +1,982 +9%
HHRDM
384
H&H Retirement Design & Management
Nevada
$1.09M -$191K -4,239 -15%
EA
385
Eudaimonia Advisors
Tennessee
$1.08M +$35.1K +790 +3%
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$117K -2,623 -10%
RBFC
387
Roman Butler Fullerton & Co
Missouri
$1.05M +$17.9K +402 +2%
GT
388
Glenmede Trust
Pennsylvania
$1.05M – – –
MFG
389
Magnus Financial Group
New York
$1.03M +$380K +8,551 +59%
Northern Trust
390
Northern Trust
Illinois
$1.02M -$39.5K -889 -4%
NL
391
NWAM LLC
Washington
$1.02M -$59.2K -1,331 -5%
HSG
392
Helen Stephens Group
Texas
$1.02M +$1.02M +22,886 New
NFSG
393
Newbridge Financial Services Group
Florida
$1.02M +$4.18K +94 +0.4%
CA
394
CSM Advisors
Pennsylvania
$1M -$169K -3,800 -14%
NRA
395
NSI Retail Advisors
Pennsylvania
$1M -$169K -3,800 -14%
CCFM
396
Clear Creek Financial Management
Washington
$1M +$26.1K +586 +3%
GLA
397
Good Life Advisors
Pennsylvania
$989K +$163K +3,663 +20%
FFWM
398
Future Financial Wealth Management
Ohio
$979K +$10.6K +222 +1%
AMR
399
Asset Management Resources
Massachusetts
$978K +$44 +1 +0%
JC
400
JB Capital
Connecticut
$970K -$102K -2,299 -10%
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