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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
401
Summit Wealth Partners
Florida
$1.06M +$5.13K +96 +0.5%
VC
402
Vicus Capital
Pennsylvania
$1.03M -$398K -7,448 -28%
BAM
403
Belpointe Asset Management
Nevada
$1.03M +$140K +2,621 +16%
NGA
404
Naples Global Advisors
Florida
$1.02M -$9.61K -180 -0.9%
MCA
405
MSH Capital Advisors
Arizona
$1.01M +$677K +12,667 +201%
MAM
406
McLean Asset Management
Virginia
$1.01M +$12.8K +240 +1%
BRWM
407
B. Riley Wealth Management
Tennessee
$1M -$551K -10,312 -35%
PA
408
Parallel Advisors
California
$993K -$100K -1,852 -9%
GT
409
Glenmede Trust
Pennsylvania
$989K – – –
CFS
410
CRA Financial Services
New Jersey
$986K – – –
OIA
411
Optimum Investment Advisors
Illinois
$980K +$267K +5,000 +37%
TA
412
TrueWealth Advisors
Alabama
$974K – – –
IP
413
Investment Partners
Ohio
$960K +$1.23K +23 +0.1%
VPW
414
Vericrest Private Wealth
Pennsylvania
$960K +$170K +3,184 +22%
GWM
415
GSB Wealth Management
Connecticut
$957K +$8.44K +158 +0.9%
OCM
416
Objective Capital Management
Ohio
$957K +$75.8K +1,419 +9%
CAN
417
Claraphi Advisory Network
United States
$955K +$143K +2,676 +18%
FFG
418
Ford Financial Group
California
$944K -$4.32K -81 -0.5%
OAM
419
Oak Asset Management
California
$941K -$13.6K -255 -1%
JCM
420
Jacobi Capital Management
Pennsylvania
$935K +$10.7K +201 +1%
CFCI
421
Comprehensive Financial Consultants Institutional
Indiana
$933K +$6.05K +119 +0.7%
LIA
422
LBMC Investment Advisors
Tennessee
$929K – – –
HNWAG
423
High Net Worth Advisory Group
Florida
$919K +$240K +4,500 +35%
IC
424
Inscription Capital
Texas
$900K – – –
MSFS
425
Main Street Financial Solutions
Pennsylvania
$881K +$41.9K +784 +5%
15 16
17
18 19