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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
451
IFG Advisory
Georgia
$689K +$95.1K +1,997 +16%
SFO
452
Stokes Family Office
Louisiana
$686K +$14.6K +306 +2%
CCMD
453
Cypress Capital Management (Delaware)
Delaware
$681K -$80.2K -1,685 -11%
PTC
454
Private Trust Company
Ohio
$681K +$163K +3,417 +31%
RWA
455
Ropes Wealth Advisors
Massachusetts
$674K +$79.9K +1,676 +13%
AL
456
Aspiriant LLC
California
$669K +$343K +7,194 +105%
PPW
457
Pasadena Private Wealth
California
$666K +$15.7K +329 +2%
RMAM
458
Raab & Moskowitz Asset Management
New Jersey
$664K – – –
AFAS
459
Acorn Financial Advisory Services
Virginia
$663K +$250K +5,238 +60%
LC
460
Lincoln Capital
Nebraska
$656K +$77.5K +1,627 +13%
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$654K +$9K +189 +1%
AWA
462
Amplius Wealth Advisors
Pennsylvania
$651K -$2.15M -45,274 -77%
TF
463
TRH Financial
Iowa
$649K -$28.4K -596 -4%
LMKC
464
L.M. Kohn & Company
Ohio
$648K -$46.7K -980 -7%
LI
465
LMCG Investments
Massachusetts
$644K +$10.2K +214 +2%
GWSG
466
GPS Wealth Strategies Group
Colorado
$643K -$2M -42,054 -76%
T. Rowe Price Associates
467
T. Rowe Price Associates
Maryland
$640K – – –
FAM
468
Formidable Asset Management
Ohio
$635K – – –
TFA
469
Teamwork Financial Advisors
Texas
$631K -$79.7K -1,672 -11%
SFG
470
StrategIQ Financial Group
Indiana
$623K -$5.05K -106 -0.8%
AFG
471
Albion Financial Group
Utah
$609K -$2.62K -55 -0.4%
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$609K +$382K +8,010 +168%
SCA
473
Snowden Capital Advisors
New York
$595K +$64.3K +1,350 +12%
TSS
474
Two Sigma Securities
New York
$595K +$595K +12,487 New
EWA
475
ERTS Wealth Advisors
Michigan
$590K – – –
17 18
19
20 21