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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
451
Bailard
California
$739K -$68.9K -1,290 -9%
PPW
452
Pasadena Private Wealth
California
$729K -$52K -973 -7%
RWP
453
RWA Wealth Partners
Massachusetts
$726K +$130K +2,429 +22%
HGERS
454
Householder Group Estate & Retirement Specialist
Arizona
$724K +$3.26K +61 +0.5%
FIM
455
Freedom Investment Management
Connecticut
$723K +$280K +5,245 +63%
AR
456
Apeiron RIA
Texas
$722K +$71K +1,330 +11%
T. Rowe Price Associates
457
T. Rowe Price Associates
Maryland
$718K – – –
DIA
458
Davidson Investment Advisors
Montana
$716K +$301K +5,635 +73%
LI
459
LMCG Investments
Massachusetts
$710K +$710K +13,295 New
FAM
460
Formidable Asset Management
Ohio
$706K -$51.6K -967 -7%
SFG
461
StrategIQ Financial Group
Indiana
$704K -$18.7K -350 -3%
FPW
462
Flagship Private Wealth
Massachusetts
$699K – – –
AFG
463
Albion Financial Group
Utah
$685K -$5.87K -110 -0.8%
RWA
464
Ropes Wealth Advisors
Massachusetts
$666K – – –
IA
465
IFG Advisory
Georgia
$666K +$120K +2,242 +22%
EWA
466
ERTS Wealth Advisors
Michigan
$662K -$3.74K -70 -0.6%
EWA
467
EP Wealth Advisors
California
$660K -$203K -3,795 -23%
FFN
468
Focus Financial Network
Minnesota
$650K -$2.53M -47,430 -80%
LC
469
Lincoln Capital
Nebraska
$649K +$117K +2,190 +22%
MCWS
470
McKinley Carter Wealth Services
West Virginia
$643K +$74.1K +1,386 +13%
MFG
471
Magnus Financial Group
New York
$637K +$310K +5,799 +95%
AA
472
Advisory Alpha
Michigan
$628K +$628K +11,758 New
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$623K +$623K +11,670 New
AWM
474
Axxcess Wealth Management
California
$621K -$1.18M -22,061 -65%
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$619K +$619K +11,593 New
17 18
19
20 21