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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$910K -$156K -3,122 -15%
BAM
452
Belpointe Asset Management
Nevada
$910K -$68.7K -1,375 -7%
IP
453
Investment Partners
Ohio
$904K +$1.5K +30 +0.2%
GWM
454
GSB Wealth Management
Connecticut
$900K -$3.05K -61 -0.3%
AFG
455
AFS Financial Group
Maryland
$894K -$30.8K -616 -3%
MMM
456
Mendel Money Management
Illinois
$894K -$73.3K -1,467 -8%
SFSG
457
Sound Financial Strategies Group
Mississippi
$889K -$42.7K -854 -5%
HFA
458
High Falls Advisors
New York
$854K +$228K +4,567 +36%
RWA
459
Ropes Wealth Advisors
Massachusetts
$849K – – –
WPP
460
Whalerock Point Partners
Rhode Island
$847K +$46.4K +928 +6%
MCC
461
Money Concepts Capital
Florida
$847K +$516K +65,835 +156%
NCM
462
Northside Capital Management
Oregon
$824K +$5K +100 +0.6%
BOPW
463
Brandywine Oak Private Wealth
Pennsylvania
$824K – – –
PAG
464
Paladin Advisory Group
Iowa
$804K +$804K +16,078 New
SXL
465
Summit X LLC
Missouri
$787K +$424K +8,481 +117%
SS
466
Simplicity Solutions
Minnesota
$783K +$783K +15,654 New
CMS
467
Capital Market Strategies
Florida
$780K -$3.35K -67 -0.4%
AFAS
468
Acorn Financial Advisory Services
Virginia
$777K +$85.4K +1,709 +12%
PPW
469
Pasadena Private Wealth
California
$769K +$12.1K +243 +2%
FFA
470
First Foundation Advisors
California
$762K +$203K +4,069 +36%
GM
471
GeoWealth Management
Illinois
$761K -$211K -4,217 -22%
HNWAG
472
High Net Worth Advisory Group
Florida
$760K +$100 +2 +0%
Lido Advisors
473
Lido Advisors
California
$758K +$758K +15,154 New
FFN
474
Focus Financial Network
Minnesota
$755K +$124K +2,472 +20%
EFG
475
Ethos Financial Group
Pennsylvania
$746K -$40.7K -814 -5%
17 18
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