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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
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 %
WANY
376
Wealthspire Advisors (New York)
New York
$1.91M -$140K -2,596 -7%
KA
377
Kovack Advisors
Florida
$1.9M -$1.69M -31,340 -47%
B
378
Bailard
California
$1.9M -$1.4K -26 -0.1%
SS
379
Sound Stewardship
Kansas
$1.9M -$15.9K -296 -0.8%
Brown Advisory
380
Brown Advisory
Maryland
$1.89M +$24.3K +451 +1%
SEP
381
Southland Equity Partners
Missouri
$1.88M -$25.9K -481 -1%
ICM
382
Islay Capital Management
Texas
$1.88M +$252K +4,691 +15%
GA
383
GSG Advisors
New Jersey
$1.88M +$90.1K +1,678 +5%
VCA
384
Verdence Capital Advisors
Maryland
$1.87M +$5.27K +98 +0.3%
NAM
385
Nissay Asset Management
Japan
$1.84M -$1.78M -33,165 -49%
EWA
386
Exencial Wealth Advisors
Oklahoma
$1.84M -$676K -12,564 -27%
HIS
387
Horizon Investment Services
Indiana
$1.83M -$34.8K -646 -2%
SC
388
Scotia Capital
Ontario, Canada
$1.83M -$167K -3,099 -8%
Susquehanna International Group
389
Susquehanna International Group
Pennsylvania
$1.79M -$1.03M -19,211 -37%
WN
390
Williams & Novak
California
$1.78M +$1.78M +33,053 New
CWM
391
Centurion Wealth Management
Virginia
$1.78M -$90.6K -1,683 -5%
AA
392
Advisory Alpha
Michigan
$1.77M -$102K -1,894 -5%
JWM
393
JPL Wealth Management
Colorado
$1.77M +$1.77M +32,816 New
IF
394
Intrua Financial
Texas
$1.76M +$23.6K +439 +1%
ASFA
395
All Season Financial Advisors
Colorado
$1.74M -$1.4M -26,008 -45%
GFG
396
Goldstone Financial Group
Illinois
$1.74M +$122K +2,271 +8%
Pathstone Holdings
397
Pathstone Holdings
New Jersey
$1.73M +$1.73M +32,091 New
FWM
398
Forza Wealth Management
Florida
$1.73M +$1.47M +27,400 +588%
CA
399
CoreCap Advisors
Michigan
$1.72M -$6.02M -111,939 -78%
CWP
400
Curated Wealth Partners
California
$1.72M – – –
14 15
16
17 18