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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
401
Gallacher Capital Management
Colorado
$1.72M -$332K -6,161 -16%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$107K +1,996 +7%
RSWM
403
Robertson Stephens Wealth Management
California
$1.69M -$139K -2,587 -8%
IWA
404
Icon Wealth Advisors
Texas
$1.69M +$1.69M +31,383 New
SFO
405
Stokes Family Office
Louisiana
$1.68M -$125K -2,322 -7%
BFEC
406
Benjamin F. Edwards & Company
Missouri
$1.68M -$24.9K -463 -1%
Vanguard Group
407
Vanguard Group
Pennsylvania
$1.67M +$167K +3,098 +11%
UWM
408
USAdvisors Wealth Management
Minnesota
$1.66M -$346K -6,436 -17%
OCM
409
Objective Capital Management
Ohio
$1.65M +$101K +1,876 +7%
E3F
410
Eight 31 Financial
Texas
$1.64M +$1.64M +30,469 New
FLA
411
Financial Life Advisors
Texas
$1.63M -$113K -2,095 -6%
HP
412
Holistic Planning
Texas
$1.62M +$1.62M +30,115 New
JC
413
JB Capital
Connecticut
$1.61M +$141K +2,615 +10%
CAC
414
Certified Advisory Corp
Florida
$1.56M -$169K -3,144 -10%
WCFA
415
Walkner Condon Financial Advisors
Wisconsin
$1.55M -$15.5K -288 -1%
MMM
416
Mendel Money Management
Illinois
$1.55M +$106K +1,966 +7%
NCM
417
Northside Capital Management
Oregon
$1.54M +$518K +9,630 +50%
SHIM
418
Stone House Investment Management
Pennsylvania
$1.54M +$1.25M +23,198 +432%
DL
419
DOHJ LLC
Washington
$1.53M -$3.63M -67,358 -70%
PIA
420
Perennial Investment Advisors
California
$1.53M -$2.05M -38,007 -57%
CPIG
421
Chicago Partners Investment Group
Illinois
$1.52M +$38.4K +708 +3%
AFP
422
Ausdal Financial Partners
Iowa
$1.52M +$17.5K +326 +1%
JWBC
423
John W. Brooker & Co
California
$1.51M +$1.15M +21,321 +317%
SWP
424
ShoreHaven Wealth Partners
New Jersey
$1.5M +$21.9K +407 +1%
LSAG
425
Lake Street Advisors Group
New Hampshire
$1.5M -$161 -3 -0%
15 16
17
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