DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
2
Morgan Stanley
New York
$923M
3
FCAS
3
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
5
LPL Financial
California
$416M

Top Sellers

1
CPIA
1
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
2
Private Advisor Group
New Jersey
$87.6M
3
ACG
3
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
5
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
26
First Command Bank
Texas
$96.6M – – –
PAG
27
Private Advisor Group
New Jersey
$87.6M -$45.2M -813,406 -34%
AT
28
American Trust
Kentucky
$77.7M +$77.7M +1,398,442 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$77.5M -$14.3M -257,091 -16%
Mariner
30
Mariner
Kansas
$76.1M +$2.8M +50,332 +4%
NFC
31
Northeast Financial Consultants
Connecticut
$68M +$2.81M +50,569 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$64.1M +$1.99M +35,780 +3%
CP
33
Corbenic Partners
Pennsylvania
$62.4M +$2.54M +45,615 +4%
LFA
34
Legacy Financial Advisors
Kentucky
$52.5M +$4.15M +74,637 +9%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$49.3M +$1.1M +19,838 +2%
SSWG
36
Seven Springs Wealth Group
Tennessee
$49.2M +$2.66M +47,885 +6%
SPIA
37
Steward Partners Investment Advisory
New York
$48.6M +$2.08M +37,486 +4%
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$47.8M +$3.08M +54,916 +7%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$47.1M +$16.3M +293,878 +53%
SPC
40
Sigma Planning Corp
Michigan
$46.3M +$1.87M +33,724 +4%
AWM
41
Avior Wealth Management
Nebraska
$43.7M +$5M +89,927 +13%
GC
42
Gratus Capital
Georgia
$41.5M +$231K +4,164 +0.6%
CWP
43
Concord Wealth Partners
Virginia
$40.5M +$2.8M +50,465 +7%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$37.2M +$37.2M +4,219 New
AAS
45
Avantax Advisory Services
Texas
$37.1M +$517K +9,309 +1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$36.1M -$422K -7,600 -1%
WP
47
WealthPLAN Partners
Nebraska
$36.1M +$1M +18,655 +3%
KAS
48
Kestra Advisory Services
Texas
$35.9M -$10.7M -193,107 -23%
TGAM
49
TBH Global Asset Management
Tennessee
$34.9M -$393K -7,066 -1%
DOA
50
D'Orazio & Associates
Virginia
$31.7M +$1.36M +24,414 +4%
1
2
3 4 5