DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
401
First Heartland Consultants
Missouri
$1.35M +$2.37K +46 +0.2%
CWM
402
Cedar Wealth Management
California
$1.34M -$10.4K -201 -0.8%
CFG
403
Carr Financial Group
Massachusetts
$1.33M -$47.8K -927 -3%
NFG
404
Northeast Financial Group
Pennsylvania
$1.31M -$230K -4,460 -15%
AL
405
Aspiriant LLC
California
$1.29M -$12.2K -237 -0.9%
HA
406
Herold Advisors
New York
$1.29M +$186K +3,610 +17%
VCM
407
Virtue Capital Management
Tennessee
$1.27M +$49.2K +956 +4%
WIP
408
WealthCare Investment Partners
Rhode Island
$1.27M -$124K -2,416 -9%
MCA
409
MSH Capital Advisors
Arizona
$1.27M -$397K -7,707 -24%
JC
410
JB Capital
Connecticut
$1.26M -$278K -5,389 -18%
GFG
411
Goldstone Financial Group
Illinois
$1.26M +$307K +5,964 +32%
RBFC
412
Roman Butler Fullerton & Co
Missouri
$1.25M +$34.1K +649 +3%
APA
413
Astoria Portfolio Advisors
New York
$1.24M -$41.8K -805 -3%
MMM
414
Mendel Money Management
Illinois
$1.24M +$319K +6,186 +35%
FIM
415
Freedom Investment Management
Connecticut
$1.24M +$502K +9,740 +68%
TAM
416
Titleist Asset Management
Texas
$1.24M -$4.33K -84 -0.3%
PIMG
417
Patriot Investment Management Group
Tennessee
$1.23M -$390K -7,564 -24%
MAM
418
McLean Asset Management
Virginia
$1.23M +$1.86K +36 +0.2%
OCM
419
Objective Capital Management
Ohio
$1.23M -$105K -2,043 -8%
AMR
420
Asset Management Resources
Massachusetts
$1.23M +$6.75K +131 +0.6%
BIP
421
Bouvel Investment Partners
Pennsylvania
$1.22M +$876 +17 +0.1%
MWM
422
Mascoma Wealth Management
New Hampshire
$1.22M -$2.82M -53,721 -70%
Corient Private Wealth
423
Corient Private Wealth
Florida
$1.21M +$526K +10,199 +76%
GLA
424
Good Life Advisors
Pennsylvania
$1.21M -$167K -3,236 -12%
FCA
425
FinTrust Capital Advisors
South Carolina
$1.21M – – –
15 16
17
18 19