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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
26
First Command Advisory Services
Texas
$79.1M +$68.4M +1,380,322 +639%
NA
27
NewEdge Advisors
Louisiana
$78.6M +$5.82M +117,542 +8%
AWM
28
Avior Wealth Management
Nebraska
$70.9M +$1.78M +35,980 +3%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$69.1M -$27M -544,784 -28%
NFC
30
Northeast Financial Consultants
Connecticut
$67.7M +$2.87M +57,987 +4%
GC
31
Gratus Capital
Georgia
$60.2M -$2.94M -59,289 -5%
SSWG
32
Seven Springs Wealth Group
Tennessee
$57.3M +$55.5K +1,121 +0.1%
AWMS
33
Advocacy Wealth Management Services
Georgia
$56.1M +$2.03M +41,083 +4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$56.1M -$1.31M -26,449 -2%
PAG
35
Private Advisor Group
New Jersey
$52.9M -$390K -7,884 -0.7%
LNB
36
Ledyard National Bank
$51.7M +$2.22M +44,765 +4%
DOA
37
D'Orazio & Associates
Virginia
$49.9M -$52K -1,049 -0.1%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$48.7M +$868K +17,524 +2%
LL
39
LWMG LLC
Minnesota
$48.7M -$1.38M -27,846 -3%
BlackRock
40
BlackRock
New York
$47.5M -$82.5M -1,665,759 -63%
CAN
41
Cetera Advisor Networks
California
$46.4M +$489K +9,870 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$45.8M +$746K +15,060 +2%
SWP
43
Strategic Wealth Partners
Ohio
$45.6M +$19.5M +393,255 +74%
SWA
44
Strategies Wealth Advisors
Michigan
$45.2M +$2.2M +44,352 +5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$44.9M +$42.1M +355,762 +1,510%
FBFS
46
First Business Financial Services
Wisconsin
$44.6M +$2.13K +43 +0%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$44.1M -$1.63M -32,937 -4%
SPC
48
Sigma Planning Corp
Michigan
$43.2M -$374K -7,544 -0.9%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$41.8M -$2.48M -50,073 -6%
SPIA
50
Steward Partners Investment Advisory
New York
$41.1M -$433K -8,752 -1%
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