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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
426
Leavell Investment Management
Alabama
$1.2M -$79.9K -1,550 -6%
LI
427
LMCG Investments
Massachusetts
$1.19M +$18.3K +356 +2%
PA
428
PFG Advisors
Arizona
$1.19M -$2.29M -44,368 -66%
MFG
429
Magnus Financial Group
New York
$1.19M -$49.5K -961 -4%
FCFC
430
First Commonwealth Financial Corp
Pennsylvania
$1.18M -$692K -13,434 -37%
JIC
431
Joel Isaacson & Co
New York
$1.17M +$5.93K +115 +0.5%
CA
432
Claro Advisors
Massachusetts
$1.14M +$550K +10,673 +93%
WPP
433
Whalerock Point Partners
Rhode Island
$1.11M +$240K +4,652 +27%
CRC
434
Curi RMB Capital
Illinois
$1.1M +$43.6K +846 +4%
EIP
435
Ellis Investment Partners
Pennsylvania
$1.09M +$36.1K +700 +3%
CA
436
CSM Advisors
Pennsylvania
$1.09M -$72.1K -1,400 -6%
NRA
437
NSI Retail Advisors
Pennsylvania
$1.09M -$72.1K -1,400 -6%
NCM
438
NCM Capital Management
New Jersey
$1.09M +$32.8K +637 +3%
OAM
439
Occidental Asset Management
California
$1.08M – – –
Financial Engines Advisors
440
Financial Engines Advisors
California
$1.07M +$113K +2,202 +12%
FB
441
First Bancorp
Maine
$1.06M – – –
WFA
442
Wells Financial Advisors
Massachusetts
$1.06M -$5.15K -100 -0.5%
ICM
443
Islay Capital Management
Texas
$1.06M -$864K -16,773 -45%
SWP
444
Summit Wealth Partners
Florida
$1.05M +$3.56K +69 +0.3%
MFA
445
Mayflower Financial Advisors
Massachusetts
$1.05M -$6.44K -125 -0.6%
NGA
446
Naples Global Advisors
Florida
$1.04M +$48.9K +949 +5%
PTC
447
Private Trust Company
Ohio
$1.03M -$11.3K -219 -1%
NFSG
448
Newbridge Financial Services Group
Florida
$996K -$1.75K -34 -0.2%
CS
449
Comerica Securities
Michigan
$992K -$297K -5,773 -23%
EA
450
Eudaimonia Advisors
Tennessee
$992K -$7.73K -150 -0.8%
16 17
18
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