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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14.01%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$417M
4
SAF
4
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$95.1M -$429K -8,332 -0.4%
RJA
27
Raymond James & Associates
Florida
$91.7M -$3.69M -71,618 -4%
NA
28
NewEdge Advisors
Louisiana
$75.7M +$251K +4,864 +0.3%
AWM
29
Avior Wealth Management
Nebraska
$71.9M +$3.11M +60,359 +5%
FCB
30
First Command Bank
Texas
$71.8M -$19.2M -372,694 -21%
FCFS
31
First Command Financial Services
Texas
$71.8M -$19.2M -372,694 -21%
NFC
32
Northeast Financial Consultants
Connecticut
$67.4M -$987K -19,159 -1%
GC
33
Gratus Capital
Georgia
$65.7M +$206 +4 +0%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$59.7M -$857K -16,633 -1%
SSWG
35
Seven Springs Wealth Group
Tennessee
$59.5M +$2M +38,765 +3%
AT
36
American Trust
Kentucky
$57.3M -$561K -10,882 -1%
PAG
37
Private Advisor Group
New Jersey
$56.3M -$2.45M -46,907 -4%
AWMS
38
Advocacy Wealth Management Services
Georgia
$56.2M +$2.3M +44,723 +4%
LL
39
LWMG LLC
Minnesota
$52.1M -$1.43M -27,669 -3%
DOA
40
D'Orazio & Associates
Virginia
$52M -$211K -4,100 -0.4%
LNB
41
Ledyard National Bank
$51.4M +$2.17M +42,135 +4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$49.8M +$80.6K +1,565 +0.2%
CAN
43
Cetera Advisor Networks
California
$47.8M -$1.18M -22,956 -2%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$47.6M +$5.62M +109,128 +13%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$46.9M -$3.01M -58,365 -6%
FBFS
46
First Business Financial Services
Wisconsin
$46.4M -$938K -18,204 -2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$46.2M -$2.85M -55,258 -6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$46M -$2.11M -40,990 -4%
SPC
49
Sigma Planning Corp
Michigan
$45.3M -$376K -7,294 -0.8%
SWA
50
Strategies Wealth Advisors
Michigan
$44.7M +$1.98M +38,510 +5%
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