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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
401
CreativeOne Wealth
Kansas
$1.03M -$162K -3,401 -14%
MMM
402
Mendel Money Management
Illinois
$1.01M -$39K -818 -4%
OAM
403
Occidental Asset Management
California
$1M – – –
HA
404
Herold Advisors
New York
$995K +$48 +1 +0%
SFSG
405
Sound Financial Strategies Group
Mississippi
$994K -$88.2K -1,852 -8%
VPW
406
Vericrest Private Wealth
Pennsylvania
$955K +$99.2K +2,084 +12%
LW
407
Linscomb Wealth
Texas
$949K -$10.1K -213 -1%
SWP
408
Summit Wealth Partners
Florida
$947K +$4.67K +98 +0.5%
MWM
409
Minot Wealth Management
Massachusetts
$943K – – –
BIA
410
Biondo Investment Advisors
Pennsylvania
$939K -$54.4K -1,142 -5%
NGA
411
Naples Global Advisors
Florida
$931K +$24.6K +517 +3%
GWAG
412
Garrett Wealth Advisory Group
Texas
$929K -$263K -5,526 -22%
BAM
413
Belpointe Asset Management
Nevada
$927K +$10.3K +216 +1%
PA
414
Parallel Advisors
California
$911K +$38K +797 +4%
ARC
415
Advisor Resource Council
Texas
$911K +$537K +11,276 +144%
OIA
416
Optimum Investment Advisors
Illinois
$908K +$33.4K +700 +4%
OCM
417
Objective Capital Management
Ohio
$907K +$53.4K +1,121 +6%
MAM
418
McLean Asset Management
Virginia
$906K +$1.63K +34 +0.2%
VNA
419
Valley National Advisers
Pennsylvania
$892K -$140K -2,900 -14%
GLA
420
Good Life Advisors
Pennsylvania
$885K -$164K -3,436 -16%
CFS
421
CRA Financial Services
New Jersey
$879K – – –
CAN
422
Claraphi Advisory Network
United States
$868K +$16.4K +344 +2%
CFCI
423
Comprehensive Financial Consultants Institutional
Indiana
$867K -$10.6K -222 -1%
DIA
424
Davidson Investment Advisors
Montana
$863K +$225K +4,718 +35%
IP
425
Investment Partners
Ohio
$857K +$1.14K +24 +0.1%
15 16
17
18 19