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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 %
SIC
376
Samalin Investment Counsel
New York
$1.51M +$84.2K +1,685 +6%
NCM
377
New Capital Management
Texas
$1.51M – – –
TFA
378
Teamwork Financial Advisors
Texas
$1.5M +$54.8K +1,097 +4%
EP
379
Eudaimonia Partners
Tennessee
$1.49M -$31.4K -629 -2%
JC
380
JB Capital
Connecticut
$1.49M +$322K +6,446 +28%
HR
381
Howe & Rusling
New York
$1.49M -$77.1K -1,543 -5%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$1.48M -$16.9K -338 -1%
WCFA
383
Walkner Condon Financial Advisors
Wisconsin
$1.46M +$4.15K +83 +0.3%
TVAMP
384
Tennessee Valley Asset Management Partners
Tennessee
$1.45M -$4.85K -97 -0.3%
SWP
385
ShoreHaven Wealth Partners
New Jersey
$1.43M -$6.25K -125 -0.4%
DFG
386
Demars Financial Group
Washington
$1.41M -$69.1K -1,383 -5%
Vanguard Group
387
Vanguard Group
Pennsylvania
$1.4M +$1.4M +28,000 New
PFO
388
Pathstone Family Office
New Jersey
$1.39M -$1.32M -26,394 -49%
BTWM
389
Baker Tilly Wealth Management
Wisconsin
$1.38M +$13.3K +267 +1%
KFA
390
Kapstone Financial Advisors
Ohio
$1.37M – – –
CPIG
391
Chicago Partners Investment Group
Illinois
$1.37M +$13.2K +258 +1%
EPA
392
Element Pointe Advisors
Florida
$1.36M – – –
SAG
393
SageView Advisory Group
California
$1.36M +$220K +4,400 +19%
WIP
394
WealthCare Investment Partners
Rhode Island
$1.35M -$328K -6,559 -19%
GLA
395
Good Life Advisors
Pennsylvania
$1.34M +$158K +3,167 +13%
CFG
396
Carr Financial Group
Massachusetts
$1.33M +$747K +14,933 +127%
CWM
397
Cedar Wealth Management
California
$1.31M -$2.26M -45,134 -63%
FHC
398
First Heartland Consultants
Missouri
$1.3M -$9.45K -189 -0.7%
UWM
399
USAdvisors Wealth Management
Minnesota
$1.3M -$5.75K -115 -0.4%
OCM
400
Objective Capital Management
Ohio
$1.29M +$182K +3,641 +16%
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16
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