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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
GSB Wealth Management
Connecticut
$851K -$2.86K -60 -0.3%
FFG
427
Ford Financial Group
California
$841K -$1.29K -27 -0.2%
JCM
428
Jacobi Capital Management
Pennsylvania
$829K -$4.76K -100 -0.6%
NCM
429
NCM Capital Management
New Jersey
$827K +$627K +13,150 +313%
TA
430
TrueWealth Advisors
Alabama
$826K -$8.67K -182 -1%
VC
431
Vicus Capital
Pennsylvania
$821K -$100K -2,104 -11%
HNWAG
432
High Net Worth Advisory Group
Florida
$820K +$143 +3 +0%
OFG
433
Oxford Financial Group
Indiana
$818K -$193K -4,045 -19%
BOPW
434
Brandywine Oak Private Wealth
Pennsylvania
$784K +$85.8K +1,803 +12%
AA
435
Addison Advisors
Vermont
$780K -$5.86K -123 -0.7%
LWP
436
Legacy Wealth Planning
Nevada
$768K +$7.19K +151 +0.9%
SC
437
SouthState Corp
Florida
$763K +$239K +5,012 +46%
JIC
438
Johnson Investment Counsel
Ohio
$756K -$10.2K -215 -1%
WPP
439
Whalerock Point Partners
Rhode Island
$754K +$16.1K +338 +2%
MSFS
440
Main Street Financial Solutions
Pennsylvania
$749K -$36.9K -775 -5%
GM
441
GeoWealth Management
Illinois
$737K -$1.06M -22,239 -59%
Susquehanna International Group
442
Susquehanna International Group
Pennsylvania
$728K -$1.27M -26,713 -64%
CF
443
Centaurus Financial
California
$725K +$8.24K +173 +1%
MWM
444
Mission Wealth Management
California
$725K +$725K +15,220 New
RF
445
Rollins Financial
Georgia
$714K -$8.29K -174 -1%
RIA
446
Regal Investment Advisors
Michigan
$710K +$12.7K +267 +2%
IWS
447
Insight Wealth Strategies
California
$692K -$270K -5,675 -28%
CMS
448
Capital Market Strategies
Florida
$691K -$49.4K -1,037 -7%
MFG
449
Magnus Financial Group
New York
$691K +$123K +2,570 +22%
CWP
450
Corepath Wealth Partners
Arizona
$690K +$8.76K +185 +1%
16 17
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