DGRO icon

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 %
JC
401
JB Capital
Connecticut
$971K +$99.2K +1,784 +11%
LIA
402
LBMC Investment Advisors
Tennessee
$967K +$542K +9,760 +128%
JCM
403
Jacobi Capital Management
Pennsylvania
$962K +$11.1K +200 +1%
CFCI
404
Comprehensive Financial Consultants Institutional
Indiana
$961K +$961K +18,238 New
MCM
405
MAI Capital Management
Ohio
$948K +$146K +2,620 +18%
SIM
406
Studio Investment Management
Illinois
$947K +$607K +10,920 +179%
IC
407
Inscription Capital
Texas
$937K +$51.5K +926 +6%
BAM
408
Belpointe Asset Management
Nevada
$924K +$78.5K +1,413 +9%
OCM
409
Objective Capital Management
Ohio
$917K +$917K +16,504 New
CFRPA
410
Castle Financial & Retirement Planning Associates
New Jersey
$907K +$907K +16,740 New
Jones Financial Companies
411
Jones Financial Companies
Missouri
$903K +$252K +4,529 +39%
EWA
412
EP Wealth Advisors
California
$898K +$226K +4,058 +34%
CAM
413
Cresset Asset Management
Illinois
$898K +$258K +4,645 +40%
PFO
414
Pathstone Family Office
New Jersey
$894K +$5.72K +103 +0.6%
GVAG
415
Great Valley Advisor Group
Delaware
$885K +$885K +15,923 New
VR
416
Viridian RIA
Washington
$881K +$881K +15,850 New
BWA
417
BDO Wealth Advisors
Florida
$873K -$33.1K -595 -4%
RIA
418
Regal Investment Advisors
Michigan
$873K -$16.5K -297 -2%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$873K +$6.61K +119 +0.8%
IWS
420
Insight Wealth Strategies
California
$866K -$1.21M -21,740 -58%
CCMD
421
Cypress Capital Management (Delaware)
Delaware
$861K +$120K +2,150 +16%
CAN
422
Claraphi Advisory Network
United States
$845K -$52.2K -939 -6%
B
423
Bailard
California
$841K – – –
CMS
424
Capital Market Strategies
Florida
$834K +$834K +15,011 New
VPW
425
Vericrest Private Wealth
Pennsylvania
$822K +$822K +14,786 New
15 16
17
18 19