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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$512M
2
HI
2
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$344M
4
NA
4
NewEdge Advisors
Louisiana
$38M
5
Bank of America
5
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$770M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
4
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$84.6M +$3.82M +86,000 +5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$72.3M +$11.4M +256,144 +19%
NFC
28
Northeast Financial Consultants
Connecticut
$69.7M +$8.02M +180,432 +13%
AWM
29
Avior Wealth Management
Nebraska
$55.1M +$12.1M +272,387 +28%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$54.1M +$1.25M +28,108 +2%
GC
31
Gratus Capital
Georgia
$53.6M -$3.77M -84,677 -7%
HI
32
Horizon Investments
North Carolina
$51.3M +$51.3M +1,154,630 New
PAG
33
Private Advisor Group
New Jersey
$51.3M -$7.4M -166,306 -13%
AT
34
American Trust
Kentucky
$50.2M -$650K -14,612 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$50.1M +$1.39M +31,195 +3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$48.3M -$4.73M -106,333 -9%
SSWG
37
Seven Springs Wealth Group
Tennessee
$47.5M +$3.67M +82,583 +8%
DOA
38
D'Orazio & Associates
Virginia
$46.2M +$16.9M +379,301 +58%
SPC
39
Sigma Planning Corp
Michigan
$46.1M -$298K -6,698 -0.6%
FBFS
40
First Business Financial Services
Wisconsin
$40.9M +$594K +13,354 +1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$39.1M -$1.03M -23,137 -3%
NA
42
NewEdge Advisors
Louisiana
$38M +$25M +561,656 +191%
SPIA
43
Steward Partners Investment Advisory
New York
$36.8M +$1.33M +29,880 +4%
CIA
44
Compass Ion Advisors
Pennsylvania
$36.5M +$16.2M +364,555 +80%
LFA
45
Legacy Financial Advisors
Kentucky
$35.8M -$6.39M -143,619 -15%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$35.6M +$1.13M +25,500 +3%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$34.2M -$1.16M -26,060 -3%
EB
48
Eastern Bank
Massachusetts
$32.9M -$152K -3,415 -0.5%
LNB
49
Ledyard National Bank
$32.8M +$5.84M +131,322 +22%
AWM
50
AE Wealth Management
Kansas
$32.5M -$2.95M -66,242 -8%
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