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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
426
Addison Advisors
Vermont
$881K +$378K +7,083 +75%
JC
427
JB Capital
Connecticut
$876K -$57K -1,068 -6%
JIC
428
Johnson Investment Counsel
Ohio
$860K +$278K +5,200 +48%
PFO
429
Pathstone Family Office
New Jersey
$857K -$1.17K -22 -0.1%
CCMD
430
Cypress Capital Management (Delaware)
Delaware
$854K +$26.7K +500 +3%
LWP
431
Legacy Wealth Planning
Nevada
$853K +$260K +4,873 +44%
Jones Financial Companies
432
Jones Financial Companies
Missouri
$848K -$20K -375 -2%
WA
433
Winfield Associates
Ohio
$842K +$342K +6,400 +68%
CMS
434
Capital Market Strategies
Florida
$830K +$28.7K +537 +4%
EP
435
Eudaimonia Partners
Tennessee
$830K +$830K +15,534 New
WPP
436
Whalerock Point Partners
Rhode Island
$827K +$45.5K +852 +6%
RF
437
Rollins Financial
Georgia
$809K +$126K +2,364 +18%
PAG
438
Paladin Advisory Group
Iowa
$808K +$808K +15,126 New
CF
439
Centaurus Financial
California
$804K -$2.12M -39,591 -72%
TFA
440
Teamwork Financial Advisors
Texas
$797K +$115K +2,154 +17%
BOPW
441
Brandywine Oak Private Wealth
Pennsylvania
$783K – – –
RIA
442
Regal Investment Advisors
Michigan
$781K -$57.2K -1,072 -7%
LMKC
443
L.M. Kohn & Company
Ohio
$778K +$778K +14,566 New
HBW
444
Hazlett, Burt & Watson
West Virginia
$776K +$776K +14,519 New
TF
445
TRH Financial
Iowa
$759K +$498K +9,332 +191%
CCFM
446
Clear Creek Financial Management
Washington
$757K +$166K +3,116 +28%
VR
447
Viridian RIA
Washington
$754K -$881K -15,850 Closed
SFO
448
Stokes Family Office
Louisiana
$754K +$754K +14,108 New
CWP
449
Corepath Wealth Partners
Arizona
$750K – – –
RMAM
450
Raab & Moskowitz Asset Management
New Jersey
$745K +$62.3K +1,166 +9%
16 17
18
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