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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
451
Corepath Wealth Partners
Arizona
$670K – – –
PPW
452
Pasadena Private Wealth
California
$669K +$47.6K +1,071 +8%
LMKC
453
L.M. Kohn & Company
Ohio
$668K +$63.7K +1,433 +11%
AFAS
454
Acorn Financial Advisory Services
Virginia
$666K +$47.1K +1,058 +8%
HF
455
HRT Financial
New York
$657K -$838K -18,851 -56%
RIA
456
Regal Investment Advisors
Michigan
$654K -$9.03K -203 -1%
VNA
457
Valley National Advisers
Pennsylvania
$652K -$206K -4,417 -24%
CMS
458
Capital Market Strategies
Florida
$651K +$6.09K +137 +0.9%
CCMD
459
Cypress Capital Management (Delaware)
Delaware
$636K – – –
FAM
460
Formidable Asset Management
Ohio
$634K – – –
RWA
461
Ropes Wealth Advisors
Massachusetts
$629K – – –
LC
462
Lincoln Capital
Nebraska
$621K +$8.5K +191 +1%
RMAM
463
Raab & Moskowitz Asset Management
New Jersey
$619K -$666 -15 -0.1%
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
$613K +$2.93K +66 +0.5%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$609K +$40.7K +915 +7%
TFA
466
Tranquilli Financial Advisor
New Jersey
$606K +$606K +13,632 New
Renaissance Technologies
467
Renaissance Technologies
New York
$600K +$338K +7,600 +129%
B
468
Bailard
California
$584K +$91.1K +2,049 +18%
SFG
469
StrategIQ Financial Group
Indiana
$574K -$7.02K -158 -1%
AFG
470
Albion Financial Group
Utah
$568K – – –
GWAG
471
Garrett Wealth Advisory Group
Texas
$564K -$303K -6,817 -35%
T. Rowe Price Associates
472
T. Rowe Price Associates
Maryland
$563K -$35.6K -800 -6%
ST
473
Smithfield Trust
Pennsylvania
$561K +$528K +11,880 +1,584%
SFO
474
Stokes Family Office
Louisiana
$559K -$81.8K -1,840 -13%
EWA
475
ERTS Wealth Advisors
Michigan
$536K -$14.7K -330 -3%
17 18
19
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