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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$105M -$242K -4,495 -0.2%
NA
27
NewEdge Advisors
Louisiana
$89.1M +$2.96M +54,601 +3%
FCAS
28
First Command Advisory Services
Texas
$85.7M -$187K -3,475 -0.2%
AWM
29
Avior Wealth Management
Nebraska
$80M +$2.89M +53,726 +4%
NFC
30
Northeast Financial Consultants
Connecticut
$72.9M -$617K -11,471 -0.8%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$68.4M -$6.67M -123,980 -9%
GC
32
Gratus Capital
Georgia
$62.9M -$2.49M -46,348 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$60.9M +$8.01M +148,877 +15%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$59.9M -$1.02M -18,882 -2%
LNB
35
Ledyard National Bank
$58.6M +$2.45M +45,453 +4%
SSWG
36
Seven Springs Wealth Group
Tennessee
$57.9M -$4.38M -81,318 -7%
PAG
37
Private Advisor Group
New Jersey
$55.2M -$2.32M -43,154 -4%
GWA
38
Gratus Wealth Advisors
Virginia
$54.7M +$54.7M +1,015,689 New
LL
39
LWMG LLC
Minnesota
$54.4M +$1.5M +27,942 +3%
SWA
40
Strategies Wealth Advisors
Michigan
$52.2M +$3.14M +58,290 +6%
HI
41
Horizon Investments
North Carolina
$51.2M +$51.2M +951,871 +1,464,417%
CAN
42
Cetera Advisor Networks
California
$49.7M -$705K -13,093 -1%
SWP
43
Strategic Wealth Partners
Ohio
$49.1M -$511K -9,489 -1%
FBFS
44
First Business Financial Services
Wisconsin
$48.4M -$61.1K -1,135 -0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$47.7M -$2.04M -37,947 -4%
DOA
46
D'Orazio & Associates
Virginia
$47M -$7.25M -134,773 -13%
CCWM
47
Correct Capital Wealth Management
Missouri
$46.9M +$46.9M +871,625 New
VAS
48
Vestmark Advisory Solutions
Massachusetts
$45.5M -$2.47M -45,967 -5%
SPIA
49
Steward Partners Investment Advisory
New York
$45.4M +$728K +13,518 +2%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$44.9M -$516K -9,582 -1%
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