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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
476
Ethos Financial Group
Pennsylvania
$787K +$787K +15,732 New
CMS
477
Capital Market Strategies
Florida
$783K +$50.6K +1,013 +7%
PCM
478
Penserra Capital Management
California
$781K +$387K +7,757 +98%
MSFS
479
Main Street Financial Solutions
Pennsylvania
$780K +$7.05K +141 +0.9%
RF
480
Rollins Financial
Georgia
$776K -$579K -11,586 -43%
SFS
481
Sowell Financial Services
Arkansas
$771K +$771K +15,421 New
PWMAG
482
Pinnacle Wealth Management Advisory Group
New Jersey
$769K +$279K +5,575 +57%
HNWAG
483
High Net Worth Advisory Group
Florida
$760K -$99.8K -1,996 -12%
PPW
484
Pasadena Private Wealth
California
$757K +$5.1K +102 +0.7%
LMKC
485
L.M. Kohn & Company
Ohio
$756K +$5K +100 +0.7%
Citadel Advisors
486
Citadel Advisors
Florida
$743K +$384K +7,678 +107%
CWP
487
Corepath Wealth Partners
Arizona
$737K – – –
IWS
488
Insight Wealth Strategies
California
$728K +$2.25K +45 +0.3%
SC
489
SouthState Corp
Florida
$711K -$100K -2,000 -12%
HSG
490
Helen Stephens Group
Texas
$710K -$434K -8,680 -38%
CA
491
Claro Advisors
Massachusetts
$709K +$416K +8,326 +142%
IA
492
IFG Advisory
Georgia
$704K -$112K -2,235 -14%
JIC
493
Johnson Investment Counsel
Ohio
$701K -$92.8K -1,855 -12%
TA
494
TrueWealth Advisors
Alabama
$700K -$183K -3,663 -21%
LC
495
Lincoln Capital
Nebraska
$698K -$50 -1 -0%
BMCM
496
Bryn Mawr Capital Management
Pennsylvania
$698K +$698K +13,950 New
RMAM
497
Raab & Moskowitz Asset Management
New Jersey
$694K -$3K -60 -0.4%
AFAS
498
Acorn Financial Advisory Services
Virginia
$692K -$56.7K -1,134 -8%
3F
499
360 Financial
Minnesota
$688K – – –
PA
500
Parallel Advisors
California
$684K -$194K -3,888 -22%
18 19
20
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