DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
426
INVST
Indiana
$1.48M +$997K +18,159 +207%
SAG
427
SageView Advisory Group
California
$1.48M -$160K -2,903 -10%
KMWM
428
Keudell/Morrison Wealth Management
Oregon
$1.47M -$40.4K -750 -3%
EPA
429
Element Pointe Advisors
Florida
$1.46M – – –
GMFG
430
Greater Midwest Financial Group
Minnesota
$1.45M +$1.45M +27,027 New
BSW
431
Buckingham Strategic Wealth
Missouri
$1.45M +$1.2M +22,290 +484%
BIP
432
Bouvel Investment Partners
Pennsylvania
$1.43M +$3.61K +67 +0.3%
CWM
433
Cedar Wealth Management
California
$1.42M +$24.8K +460 +2%
GCL
434
Gouws Capital LLC
North Carolina
$1.41M -$61.4K -1,140 -4%
FHC
435
First Heartland Consultants
Missouri
$1.4M +$7.21K +134 +0.5%
KFA
436
Kapstone Financial Advisors
Ohio
$1.39M -$85.3K -1,558 -6%
PWH
437
Priebe Wealth Holdings
Minnesota
$1.39M +$1.39M +25,845 New
Financial Engines Advisors
438
Financial Engines Advisors
California
$1.37M +$378K +7,022 +38%
CCFM
439
Clear Creek Financial Management
Washington
$1.36M +$458K +8,518 +51%
AL
440
Aspiriant LLC
California
$1.33M -$22.1K -411 -2%
WIA
441
World Investment Advisors
California
$1.33M -$431K -8,001 -24%
CFG
442
Carr Financial Group
Massachusetts
$1.32M -$223K -4,142 -14%
BCM
443
Brookstone Capital Management
Illinois
$1.31M -$1.08M -20,096 -45%
PIMG
444
Patriot Investment Management Group
Tennessee
$1.3M +$5.81K +108 +0.4%
MAM
445
McLean Asset Management
Virginia
$1.29M +$2.68K +50 +0.2%
TAM
446
Titleist Asset Management
Texas
$1.28M +$5.17K +96 +0.4%
LI
447
LMCG Investments
Massachusetts
$1.28M +$16.5K +306 +1%
RBFC
448
Roman Butler Fullerton & Co
Missouri
$1.27M -$41.8K -763 -3%
WPP
449
Whalerock Point Partners
Rhode Island
$1.26M +$68.2K +1,268 +6%
BTWM
450
Baker Tilly Wealth Management
Wisconsin
$1.25M -$185K -3,435 -13%
16 17
18
19 20