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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$86.6M +$8.18M +171,619 +10%
NFC
27
Northeast Financial Consultants
Connecticut
$66.1M +$3.42M +71,860 +5%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$65.3M +$33.2M +696,109 +103%
PAG
29
Private Advisor Group
New Jersey
$62.8M -$14.2M -298,470 -18%
GC
30
Gratus Capital
Georgia
$61.5M +$26.4M +553,128 +75%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$56.8M -$6.69M -140,462 -11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$56.7M -$234K -4,919 -0.4%
AT
33
American Trust
Kentucky
$54.5M -$13.1M -274,711 -19%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$53.3M +$15M +314,632 +39%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$52.2M +$7.1M +149,074 +16%
CP
36
Corbenic Partners
Pennsylvania
$51.3M -$181K -3,806 -0.4%
SPC
37
Sigma Planning Corp
Michigan
$49.7M -$509K -10,682 -1%
SSWG
38
Seven Springs Wealth Group
Tennessee
$47M +$868K +18,217 +2%
AWM
39
Avior Wealth Management
Nebraska
$46M +$4.79M +100,454 +12%
LFA
40
Legacy Financial Advisors
Kentucky
$45.2M -$606K -12,713 -1%
FBFS
41
First Business Financial Services
Wisconsin
$43.2M +$43.2M +907,032 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$42.9M +$3.67M +77,127 +9%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$42.7M -$532K -10,773 -1%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$38.1M -$19.1M -361,242 -33%
SPIA
45
Steward Partners Investment Advisory
New York
$38M -$3.79M -79,554 -9%
AWM
46
AE Wealth Management
Kansas
$38M -$106M -2,223,923 -74%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$37.9M -$72.3K -1,518 -0.2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$36.9M +$4.03M +84,668 +12%
EB
49
Eastern Bank
Massachusetts
$35.5M +$13.9M +291,080 +64%
NSLI
50
Nan Shan Life Insurance
Taiwan
$33.7M +$21.3M +447,674 +172%
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