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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
401
Redwood Financial Network
Ohio
$1.28M -$60.4K -1,208 -4%
AL
402
Aspiriant LLC
California
$1.27M -$12.3K -246 -1%
CS
403
Comerica Securities
Michigan
$1.25M -$915K -18,296 -42%
APW
404
Aurora Private Wealth
New Jersey
$1.24M -$30.5K -611 -2%
LIM
405
Leavell Investment Management
Alabama
$1.24M +$1.24M +24,835 New
APA
406
Astoria Portfolio Advisors
New York
$1.24M -$7.49K -150 -0.6%
FLA
407
Financial Life Advisors
Texas
$1.21M +$8.1K +162 +0.7%
FCA
408
FinTrust Capital Advisors
South Carolina
$1.21M – – –
MFG
409
Magnus Financial Group
New York
$1.2M -$45.6K -913 -4%
TAM
410
Titleist Asset Management
Texas
$1.2M +$1.2M +24,056 New
MAM
411
McLean Asset Management
Virginia
$1.19M +$252K +5,043 +27%
BIP
412
Bouvel Investment Partners
Pennsylvania
$1.19M +$1.55K +31 +0.1%
VCM
413
Virtue Capital Management
Tennessee
$1.18M -$196K -3,934 -14%
AMR
414
Asset Management Resources
Massachusetts
$1.18M +$52.4K +1,048 +5%
RBFC
415
Roman Butler Fullerton & Co
Missouri
$1.17M +$4.13K +82 +0.4%
GCL
416
Gouws Capital LLC
North Carolina
$1.17M +$797K +15,949 +215%
LI
417
LMCG Investments
Massachusetts
$1.14M +$1.65K +33 +0.1%
Renaissance Technologies
418
Renaissance Technologies
New York
$1.14M -$65K -1,300 -5%
JIC
419
Joel Isaacson & Co
New York
$1.13M +$6.75K +135 +0.6%
CA
420
CSM Advisors
Pennsylvania
$1.13M – – –
NRA
421
NSI Retail Advisors
Pennsylvania
$1.13M – – –
CIC
422
Carnegie Investment Counsel
Ohio
$1.12M -$4.3M -85,994 -79%
HA
423
Herold Advisors
New York
$1.07M +$11.3K +227 +1%
OAM
424
Occidental Asset Management
California
$1.05M -$500 -10 -0%
WFA
425
Wells Financial Advisors
Massachusetts
$1.03M – – –
15 16
17
18 19