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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
426
LMCG Investments
Massachusetts
$1.14M +$50.2K +1,003 +5%
SAG
427
SageView Advisory Group
California
$1.14M +$1.14M +22,706 New
AMR
428
Asset Management Resources
Massachusetts
$1.13M +$32.7K +653 +3%
GWM
429
Geneos Wealth Management
Colorado
$1.13M +$240K +4,792 +27%
CA
430
CSM Advisors
Pennsylvania
$1.13M – – –
NRA
431
NSI Retail Advisors
Pennsylvania
$1.13M – – –
MSWMA
432
Market Street Wealth Management Advisors
Indiana
$1.13M -$729K -14,589 -39%
Financial Engines Advisors
433
Financial Engines Advisors
California
$1.12M +$49.2K +983 +5%
JIC
434
Joel Isaacson & Co
New York
$1.12M +$736K +14,723 +192%
OCM
435
Objective Capital Management
Ohio
$1.11M +$125K +2,505 +13%
EA
436
Eudaimonia Advisors
Tennessee
$1.1M -$114K -2,288 -9%
MFA
437
Mayflower Financial Advisors
Massachusetts
$1.08M +$97K +1,939 +10%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$1.07M +$382K +7,637 +56%
CRC
439
Curi RMB Capital
Illinois
$1.06M +$5.3K +106 +0.5%
HHRDM
440
H&H Retirement Design & Management
Nevada
$1.06M -$183K -3,551 -15%
HA
441
Herold Advisors
New York
$1.06M +$13.7K +273 +1%
OAM
442
Occidental Asset Management
California
$1.05M – – –
CCFM
443
Clear Creek Financial Management
Washington
$1.05M -$80.4K -1,608 -7%
FFWM
444
Future Financial Wealth Management
Ohio
$1.04M +$9.9K +198 +1%
WFA
445
Wells Financial Advisors
Massachusetts
$1.03M -$8.71M -174,270 -89%
RW
446
RVW Wealth
California
$1.03M -$2.15M -42,990 -68%
SWP
447
Summit Wealth Partners
Florida
$1.01M +$8.4K +168 +0.8%
NFSG
448
Newbridge Financial Services Group
Florida
$1,000K -$144K -2,874 -13%
Northern Trust
449
Northern Trust
Illinois
$993K -$158K -3,161 -14%
EIP
450
Ellis Investment Partners
Pennsylvania
$987K -$249K -4,976 -20%
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