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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
426
Moneta Group Investment Advisors
Missouri
$812K -$150K -3,381 -16%
GWM
427
GSB Wealth Management
Connecticut
$797K +$2.54K +57 +0.3%
GWM
428
Geneos Wealth Management
Colorado
$788K -$175K -3,936 -18%
TA
429
TrueWealth Advisors
Alabama
$785K +$14.1K +318 +2%
PA
430
Parallel Advisors
California
$781K -$69.3K -1,559 -8%
TFA
431
Teamwork Financial Advisors
Texas
$779K +$190K +4,264 +32%
CFCI
432
Comprehensive Financial Consultants Institutional
Indiana
$773K -$59.2K -1,291 -7%
HNWAG
433
High Net Worth Advisory Group
Florida
$765K +$133 +3 +0%
HFA
434
High Falls Advisors
New York
$763K -$325K -7,301 -30%
OFG
435
Oxford Financial Group
Indiana
$763K – – –
AA
436
Addison Advisors
Vermont
$733K +$4.89K +110 +0.7%
BOPW
437
Brandywine Oak Private Wealth
Pennsylvania
$732K – – –
CF
438
Centaurus Financial
California
$726K +$49.4K +1,110 +7%
IA
439
IFG Advisory
Georgia
$726K +$82.6K +1,859 +13%
SC
440
SouthState Corp
Florida
$722K +$9.39K +211 +1%
JIC
441
Johnson Investment Counsel
Ohio
$706K – – –
WPP
442
Whalerock Point Partners
Rhode Island
$704K +$133 +3 +0%
PTC
443
Private Trust Company
Ohio
$696K +$60.6K +1,363 +10%
LWP
444
Legacy Wealth Planning
Nevada
$694K -$23.6K -530 -3%
IWS
445
Insight Wealth Strategies
California
$692K – – –
3F
446
360 Financial
Minnesota
$688K +$688K +15,477 New
FLA
447
Financial Life Advisors
Texas
$688K +$688K +15,482 New
MSFS
448
Main Street Financial Solutions
Pennsylvania
$687K -$11.7K -264 -2%
MWM
449
Mission Wealth Management
California
$679K +$2.45K +55 +0.4%
FCFC
450
First Commonwealth Financial Corp
Pennsylvania
$677K +$677K +15,223 New
16 17
18
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