DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
426
First Bancorp
Maine
$1.03M -$520K -10,402 -34%
CRC
427
Curi RMB Capital
Illinois
$1.02M -$37.9K -759 -4%
MFA
428
Mayflower Financial Advisors
Massachusetts
$1.02M -$55K -1,101 -5%
Northern Trust
429
Northern Trust
Illinois
$1.02M +$30.5K +611 +3%
EIP
430
Ellis Investment Partners
Pennsylvania
$1.02M +$35.6K +713 +4%
NCM
431
NCM Capital Management
New Jersey
$1.02M +$40K +800 +4%
SWP
432
Summit Wealth Partners
Florida
$1.02M +$6.15K +123 +0.6%
PTC
433
Private Trust Company
Ohio
$1.01M +$148K +2,965 +17%
CW
434
CreativeOne Wealth
Kansas
$1.01M -$365K -7,299 -27%
CCFM
435
Clear Creek Financial Management
Washington
$1M -$40.6K -812 -4%
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$988K -$137K -2,743 -12%
LW
437
Linscomb Wealth
Texas
$985K +$28.2K +565 +3%
EA
438
Eudaimonia Advisors
Tennessee
$970K -$135K -2,693 -12%
NFSG
439
Newbridge Financial Services Group
Florida
$968K -$31.5K -630 -3%
NGA
440
Naples Global Advisors
Florida
$965K +$19.5K +390 +2%
OIA
441
Optimum Investment Advisors
Illinois
$961K – – –
CWM
442
Congress Wealth Management
Massachusetts
$957K -$6.36M -127,166 -87%
GT
443
Glenmede Trust
Pennsylvania
$953K -$437K -8,744 -31%
CFS
444
CRA Financial Services
New Jersey
$944K – – –
OFG
445
Oxford Financial Group
Indiana
$943K +$66.9K +1,339 +8%
BIA
446
Biondo Investment Advisors
Pennsylvania
$938K -$27.5K -550 -3%
Financial Engines Advisors
447
Financial Engines Advisors
California
$930K -$194K -3,890 -17%
GFG
448
Goldstone Financial Group
Illinois
$925K +$925K +18,510 New
AAS
449
Annex Advisory Services
Wisconsin
$918K -$31.4K -628 -3%
VC
450
Veracity Capital
Georgia
$912K -$17K -341 -2%
16 17
18
19 20