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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 %
HR
376
Howe & Rusling
New York
$1.64M +$103K +2,007 +7%
EWM
377
Endowment Wealth Management
Wisconsin
$1.62M +$31.3K +608 +2%
IWP
378
Icon Wealth Partners
Texas
$1.62M -$105K -2,030 -6%
HIS
379
Horizon Investment Services
Indiana
$1.6M -$63.8K -1,239 -4%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$1.59M +$70.1K +1,360 +5%
SFO
381
Stokes Family Office
Louisiana
$1.58M -$11.1K -216 -0.7%
TVAMP
382
Tennessee Valley Asset Management Partners
Tennessee
$1.54M +$45.6K +884 +3%
SAG
383
SageView Advisory Group
California
$1.54M +$145K +2,807 +10%
Cerity Partners
384
Cerity Partners
New York
$1.52M -$294K -5,711 -16%
WCFA
385
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$1.8K +35 +0.1%
MGIA
386
Moneta Group Investment Advisors
Missouri
$1.5M -$2.3M -44,548 -60%
EP
387
Eudaimonia Partners
Tennessee
$1.49M -$48.5K -942 -3%
OCM
388
One Capital Management
California
$1.48M -$20.1M -390,020 -93%
SWP
389
ShoreHaven Wealth Partners
New Jersey
$1.47M -$412 -8 -0%
PFO
390
Pathstone Family Office
New Jersey
$1.46M +$21.9K +424 +2%
DFG
391
Demars Financial Group
Washington
$1.46M -$1.08K -21 -0.1%
KMWM
392
Keudell/Morrison Wealth Management
Oregon
$1.45M -$122K -2,371 -8%
Vanguard Group
393
Vanguard Group
Pennsylvania
$1.44M – – –
AFP
394
Ausdal Financial Partners
Iowa
$1.44M -$544K -10,561 -27%
KFA
395
Kapstone Financial Advisors
Ohio
$1.44M – – –
CPIG
396
Chicago Partners Investment Group
Illinois
$1.43M +$17.1K +324 +1%
BTWM
397
Baker Tilly Wealth Management
Wisconsin
$1.42M -$10.3K -200 -0.7%
GCL
398
Gouws Capital LLC
North Carolina
$1.41M +$207K +4,020 +17%
EPA
399
Element Pointe Advisors
Florida
$1.4M – – –
RFN
400
Redwood Financial Network
Ohio
$1.35M +$26.8K +520 +2%
14 15
16
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