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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$171M
2
Stifel Financial
2
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$468M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
5
LPL Financial
California
$522M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
3
BlackRock
New York
$140M
4
HI
4
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
5
Ameriprise
Minnesota
$620M
Name Market Value Shares Shares
Change 		Shares
Change %
FCFS
26
First Command Financial Services
Texas
$88.3M 1,766,395 -995,283 -36%
NA
27
NewEdge Advisors
Louisiana
$73.2M 1,464,493 +13,322 +0.9%
AWM
28
Avior Wealth Management
Nebraska
$66.8M 1,335,898 +31,451 +2%
NFC
29
Northeast Financial Consultants
Connecticut
$66.4M 1,327,881 -51,151 -4%
GC
30
Gratus Capital
Georgia
$63.7M 1,274,213 +72,419 +6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$60.5M 1,209,931 -1,676,292 -58%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$58.8M 1,175,582 +41,834 +4%
PAG
33
Private Advisor Group
New Jersey
$56.1M 1,122,741 -1,327 -0.1%
AT
34
American Trust
Kentucky
$56.1M 1,122,157 -73,124 -6%
SSWG
35
Seven Springs Wealth Group
Tennessee
$55.8M 1,116,863 +25,461 +2%
AWMS
36
Advocacy Wealth Management Services
Georgia
$52.3M 1,046,718 +1,046,718 New
LL
37
LWMG LLC
Minnesota
$51.9M 1,037,930 +128,164 +14%
DOA
38
D'Orazio & Associates
Virginia
$50.6M 1,013,067 -23,477 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$48.4M 968,069 -71,260 -7%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$48.2M 964,404 -11,113 -1%
LNB
41
Ledyard National Bank
$47.8M 956,099 +168,038 +21%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$47.6M 951,243 -40,645 -4%
CAN
43
Cetera Advisor Networks
California
$47.5M 950,390 +37,830 +4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$46.7M 934,614 -51,954 -5%
FBFS
45
First Business Financial Services
Wisconsin
$45.9M 918,451 +51,020 +6%
SPC
46
Sigma Planning Corp
Michigan
$44.3M 886,215 -91,852 -9%
CIA
47
Compass Ion Advisors
Pennsylvania
$43.8M 876,633 +43,162 +5%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$42.3M 845,875 +370,107 +78%
SPIA
49
Steward Partners Investment Advisory
New York
$41.9M 838,871 +42,562 +5%
SWA
50
Strategies Wealth Advisors
Michigan
$41.4M 829,125 +67,121 +9%
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