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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
451
Apeiron RIA
Texas
$678K +$678K +12,202 New
Northern Trust
452
Northern Trust
Illinois
$662K +$18.4K +332 +3%
TPWM
453
Twelve Points Wealth Management
Massachusetts
$661K +$661K +11,901 New
GCM
454
Gibraltar Capital Management
Oklahoma
$645K -$396K -7,117 -38%
SXL
455
Summit X LLC
Missouri
$645K -$39.2K -709 -6%
EA
456
Eudaimonia Advisors
Tennessee
$643K +$643K +11,563 New
AIP
457
ARS Investment Partners
New York
$642K – – –
PA
458
Procyon Advisors
Connecticut
$642K +$642K +11,557 New
ESB
459
Essex Savings Bank
Connecticut
$641K +$401K +7,206 +167%
RC
460
Rovin Capital
Arizona
$628K +$49.5K +891 +9%
First Manhattan
461
First Manhattan
New York
$625K – – –
PPA
462
Parametric Portfolio Associates
Washington
$622K -$64.2K -1,154 -9%
RWP
463
RWA Wealth Partners
Massachusetts
$621K – – –
LWP
464
Legacy Wealth Planning
Nevada
$617K -$47.7K -859 -7%
EIA
465
Eastover Investment Advisors
North Carolina
$615K -$87.3K -1,570 -12%
CCFM
466
Clear Creek Financial Management
Washington
$615K +$125K +2,245 +25%
ARC
467
Advisor Resource Council
Texas
$615K +$615K +11,070 New
RW
468
RVW Wealth
California
$614K -$61.5K -1,106 -9%
BSW
469
Buckingham Strategic Wealth
Missouri
$611K -$1.33M -23,968 -69%
GWS
470
Glassman Wealth Services
Virginia
$610K -$8.29K -149 -1%
JIC
471
Johnson Investment Counsel
Ohio
$605K -$8.33K -150 -1%
ACK
472
Andrew C. Karlinski
$604K +$604K +10,861 New
Financial Engines Advisors
473
Financial Engines Advisors
California
$601K -$10.1K -182 -2%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$600K -$39.2K -705 -6%
MCWS
475
McKinley Carter Wealth Services
West Virginia
$592K -$315K -5,670 -35%
17 18
19
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