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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$587K -$57.9K -1,216 -9%
RC
477
Rovin Capital
Arizona
$574K +$23.9K +501 +4%
FPW
478
Flagship Private Wealth
Massachusetts
$563K -$60.4K -1,269 -10%
FFN
479
Focus Financial Network
Minnesota
$561K -$18.9K -396 -3%
LA
480
Latitude Advisors
Florida
$559K -$1.11M -23,386 -67%
AIP
481
ARS Investment Partners
New York
$551K – – –
ESB
482
Essex Savings Bank
Connecticut
$550K -$191 -4 -0%
CPWMP
483
Cardinal Point Wealth Management Partners
California
$547K +$547K +11,484 New
MCWS
484
McKinley Carter Wealth Services
West Virginia
$538K -$34.9K -733 -6%
First Manhattan
485
First Manhattan
New York
$536K – – –
PWP
486
Principle Wealth Partners
Connecticut
$529K +$23.3K +490 +5%
B
487
Bailard
California
$528K -$131K -2,750 -20%
YWP
488
YorkBridge Wealth Partners
New York
$528K +$128K +2,688 +32%
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$523K -$4.57K -96 -0.9%
FP
490
Financial Perspectives
Minnesota
$522K +$242K +5,073 +86%
HL
491
HeadInvest LLC
Maine
$521K -$6.43K -135 -1%
KFS
492
Kelly Financial Services
Massachusetts
$520K -$18.8M -395,518 -97%
ACK
493
Andrew C. Karlinski
$517K – – –
GWS
494
Glassman Wealth Services
Virginia
$516K – – –
CSB
495
City State Bank
Iowa
$512K -$4.15K -87 -0.8%
EW
496
Element Wealth
Mississippi
$502K +$4.24K +89 +0.9%
RCAG
497
Rehmann Capital Advisory Group
Michigan
$502K -$45.7K -960 -8%
BCM
498
Brasada Capital Management
Texas
$499K -$23.4K -491 -4%
EWA
499
EP Wealth Advisors
California
$496K -$93.1K -1,954 -16%
KWM
500
Keebeck Wealth Management
Illinois
$496K +$111K +2,329 +29%
18 19
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