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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
451
Optimum Investment Advisors
Illinois
$991K – – –
MSWMA
452
Market Street Wealth Management Advisors
Indiana
$983K -$36.1K -701 -4%
BIA
453
Biondo Investment Advisors
Pennsylvania
$981K +$13.9K +270 +1%
LW
454
Linscomb Wealth
Texas
$978K -$38.3K -744 -4%
CFS
455
CRA Financial Services
New Jersey
$973K – – –
FFA
456
First Foundation Advisors
California
$970K +$184K +3,579 +23%
SFS
457
Sowell Financial Services
Arkansas
$970K +$549K +10,646 +130%
SFG
458
Sovereign Financial Group
Connecticut
$955K +$955K +18,536 New
GT
459
Glenmede Trust
Pennsylvania
$953K – – –
IP
460
Investment Partners
Ohio
$933K +$1.29K +25 +0.1%
GWM
461
GSB Wealth Management
Connecticut
$929K +$1.7K +33 +0.2%
AFG
462
AFS Financial Group
Maryland
$925K +$2.78K +54 +0.3%
CW
463
CreativeOne Wealth
Kansas
$922K -$114K -2,205 -11%
RWA
464
Ropes Wealth Advisors
Massachusetts
$918K +$42.5K +825 +5%
KDA
465
Kraft Davis & Associates
Missouri
$903K +$903K +17,205 New
APW
466
Aurora Private Wealth
New Jersey
$897K -$384K -7,441 -30%
OFG
467
Oxford Financial Group
Indiana
$893K -$78.5K -1,524 -8%
AAS
468
Annex Advisory Services
Wisconsin
$876K -$70.6K -1,370 -7%
SFSG
469
Sound Financial Strategies Group
Mississippi
$874K -$42.9K -833 -5%
CCFM
470
Clear Creek Financial Management
Washington
$870K -$166K -3,220 -16%
BMCM
471
Bryn Mawr Capital Management
Pennsylvania
$857K +$121K +2,349 +16%
NCM
472
Northside Capital Management
Oregon
$854K +$4.38K +85 +0.5%
RWA
473
Rooted Wealth Advisors
Illinois
$851K +$851K +16,536 New
BOPW
474
Brandywine Oak Private Wealth
Pennsylvania
$849K – – –
CIC
475
Carnegie Investment Counsel
Ohio
$842K -$308K -5,981 -27%
17 18
19
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