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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
451
Leavell Investment Management
Alabama
$1.25M -$13.5K -250 -1%
AFG
452
Atomi Financial Group
New York
$1.24M +$44.6K +828 +4%
EA
453
Eudaimonia Advisors
Tennessee
$1.24M +$211K +3,913 +20%
CPRC
454
Consolidated Portfolio Review Corp
New York
$1.24M +$959K +17,826 +346%
FFA
455
First Foundation Advisors
California
$1.23M +$17.2K +320 +1%
AWM
456
Apollon Wealth Management
South Carolina
$1.22M +$624K +11,603 +105%
AMR
457
Asset Management Resources
Massachusetts
$1.21M -$17.9K -333 -1%
CFGS
458
Concourse Financial Group Securities
Alabama
$1.2M -$1.27M -23,593 -52%
WIP
459
WealthCare Investment Partners
Rhode Island
$1.2M -$56.7K -1,049 -5%
CIA
460
Concurrent Investment Advisors
Florida
$1.19M +$1.19M +22,028 New
MCM
461
MidAtlantic Capital Management
Virginia
$1.18M +$1.18M +22,124 New
O3W
462
Omni 360 Wealth
New Jersey
$1.17M +$1.17M +21,779 New
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$1.17M +$1.17M +21,661 New
CRC
464
Curi RMB Capital
Illinois
$1.16M +$14.3K +265 +1%
OAM
465
Occidental Asset Management
California
$1.15M +$15.7K +291 +1%
BIA
466
Biondo Investment Advisors
Pennsylvania
$1.14M +$116K +2,160 +11%
CFS
467
CRA Financial Services
New Jersey
$1.14M – – –
EIP
468
Ellis Investment Partners
Pennsylvania
$1.14M +$70.1K +1,302 +7%
SWP
469
Summit Wealth Partners
Florida
$1.11M +$16.2K +301 +1%
MWM
470
Mascoma Wealth Management
New Hampshire
$1.11M -$136K -2,520 -11%
PA
471
PFG Advisors
Arizona
$1.11M -$92.1K -1,711 -8%
MFA
472
Mayflower Financial Advisors
Massachusetts
$1.11M -$915 -17 -0.1%
RWP
473
RWA Wealth Partners
Massachusetts
$1.11M +$665K +12,349 +151%
FB
474
First Bancorp
Maine
$1.11M – – –
NCM
475
NCM Capital Management
New Jersey
$1.1M -$20K -372 -2%
17 18
19
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