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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
426
Brandywine Oak Private Wealth
Pennsylvania
$815K -$1.61K -29 -0.2%
WPP
427
Whalerock Point Partners
Rhode Island
$813K +$111 +2 +0%
BCA
428
Bay Colony Advisors
Massachusetts
$813K +$84.2K +1,514 +12%
PPW
429
Pasadena Private Wealth
California
$813K +$116K +2,077 +17%
IAA
430
Independent Advisor Alliance
North Carolina
$810K +$250K +4,489 +45%
CWP
431
Corepath Wealth Partners
Arizona
$800K – – –
FAM
432
Formidable Asset Management
Ohio
$793K -$34.2K -612 -4%
GWM
433
Geneos Wealth Management
Colorado
$777K +$115K +2,064 +17%
SFG
434
StrategIQ Financial Group
Indiana
$752K -$500 -9 -0.1%
HGERS
435
Householder Group Estate & Retirement Specialist
Arizona
$750K +$750K +13,487 New
T. Rowe Price Associates
436
T. Rowe Price Associates
Maryland
$747K – – –
OIA
437
Optimum Investment Advisors
Illinois
$742K – – –
SFSG
438
Sound Financial Strategies Group
Mississippi
$733K -$39.7K -714 -5%
FPW
439
Flagship Private Wealth
Massachusetts
$728K +$56 +1 +0%
LAS
440
Lloyd Advisory Services
Georgia
$722K +$694K +12,479 +2,461%
AFG
441
Albion Financial Group
Utah
$719K – – –
EFA
442
Evernest Financial Advisors
Indiana
$717K +$717K +12,992 New
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$711K +$1K +18 +0.1%
RF
444
Rollins Financial
Georgia
$711K +$711K +12,789 New
TFA
445
Teamwork Financial Advisors
Texas
$709K +$76.8K +1,382 +12%
PFP
446
Pinnacle Financial Partners
Tennessee
$706K +$25K +450 +4%
HNWAG
447
High Net Worth Advisory Group
Florida
$706K +$706K +12,700 New
EWA
448
ERTS Wealth Advisors
Michigan
$693K – – –
RWA
449
Ropes Wealth Advisors
Massachusetts
$693K – – –
HL
450
HeadInvest LLC
Maine
$685K – – –
16 17
18
19 20