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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
451
NCM Capital Management
New Jersey
$981K +$63.7K +1,275 +7%
BAM
452
Belpointe Asset Management
Nevada
$979K -$6.85K -137 -0.7%
GM
453
GeoWealth Management
Illinois
$971K -$1.74M -34,759 -64%
MMM
454
Mendel Money Management
Illinois
$968K +$33.4K +668 +4%
BIA
455
Biondo Investment Advisors
Pennsylvania
$966K -$23.5K -470 -2%
OIA
456
Optimum Investment Advisors
Illinois
$961K -$31.3K -625 -3%
LW
457
Linscomb Wealth
Texas
$957K -$45K -899 -4%
AAS
458
Annex Advisory Services
Wisconsin
$950K +$950K +18,999 New
NGA
459
Naples Global Advisors
Florida
$946K +$750 +15 +0.1%
CFS
460
CRA Financial Services
New Jersey
$944K – – –
MAM
461
McLean Asset Management
Virginia
$941K -$60.7K -1,213 -6%
SFSG
462
Sound Financial Strategies Group
Mississippi
$932K -$96K -1,919 -9%
VC
463
Veracity Capital
Georgia
$929K -$42.1K -842 -4%
AFG
464
AFS Financial Group
Maryland
$925K +$925K +18,508 New
GWM
465
GSB Wealth Management
Connecticut
$903K +$7K +140 +0.8%
IP
466
Investment Partners
Ohio
$903K -$151K -3,011 -14%
OFG
467
Oxford Financial Group
Indiana
$876K +$17.4K +348 +2%
CF
468
Centaurus Financial
California
$872K +$55.6K +1,112 +7%
FCFC
469
First Commonwealth Financial Corp
Pennsylvania
$871K +$110K +2,197 +14%
AWM
470
Axxcess Wealth Management
California
$860K +$488K +9,763 +131%
PTC
471
Private Trust Company
Ohio
$859K +$76.2K +1,523 +10%
RWA
472
Ropes Wealth Advisors
Massachusetts
$849K +$142K +2,844 +20%
BOPW
473
Brandywine Oak Private Wealth
Pennsylvania
$824K – – –
NCM
474
Northside Capital Management
Oregon
$819K +$819K +16,386 New
WPP
475
Whalerock Point Partners
Rhode Island
$801K +$10.1K +202 +1%
17 18
19
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