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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
Brasada Capital Management
Texas
$588K +$32.8K +592 +6%
EW
477
Element Wealth
Mississippi
$583K +$1.61K +29 +0.3%
WP
478
WealthSource Partners
California
$580K -$26.2K -471 -4%
PTC
479
Private Trust Company
Ohio
$579K -$4.34K -78 -0.7%
DFG
480
Demars Financial Group
Washington
$571K -$16.4K -295 -3%
BFO
481
Biltmore Family Office
North Carolina
$570K +$334K +6,000 +141%
IA
482
IFG Advisory
Georgia
$568K +$568K +10,232 New
Millennium Management
483
Millennium Management
New York
$566K +$566K +10,187 New
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$562K +$26.1K +469 +5%
WS
485
Wedbush Securities
California
$554K -$45K -809 -8%
LC
486
Lincoln Capital
Nebraska
$553K +$64.3K +1,157 +13%
QCG
487
Quadrant Capital Group
Ohio
$550K +$408K +7,340 +287%
MW
488
Marcum Wealth
Ohio
$542K -$58.6K -1,054 -10%
FCA
489
FinTrust Capital Advisors
South Carolina
$536K – – –
SS
490
Simplicity Solutions
Minnesota
$534K +$534K +9,604 New
AA
491
Addison Advisors
Vermont
$523K +$522K +9,391 +37,564%
BCP
492
Blue Chip Partners
Michigan
$521K +$2.84K +51 +0.5%
WA
493
Winfield Associates
Ohio
$521K +$206K +3,700 +65%
GWSG
494
GPS Wealth Strategies Group
Colorado
$518K -$667K -12,008 -56%
MCM
495
Mattern Capital Management
Colorado
$517K -$96.7K -1,741 -16%
OWA
496
Opal Wealth Advisors
New York
$515K +$515K +9,263 New
IAG
497
Investment Advisory Group
Massachusetts
$515K +$515K +9,582 New
BO
498
BRR OpCo
Ohio
$512K +$334 +6 +0.1%
JHCP
499
Jackson Hole Capital Partners
Oklahoma
$494K – – –
GP
500
Girard Partners
Pennsylvania
$488K -$3.5K -63 -0.7%
18 19
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