DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
476
Corepath Wealth Partners
Arizona
$744K – – –
PCM
477
Penserra Capital Management
California
$737K -$43.7K -876 -6%
HGERS
478
Householder Group Estate & Retirement Specialist
Arizona
$728K +$728K +14,573 New
IWS
479
Insight Wealth Strategies
California
$728K -$450 -9 -0.1%
AFG
480
Atomi Financial Group
New York
$724K +$724K +14,484 New
CPWMP
481
Cardinal Point Wealth Management Partners
California
$723K +$149K +2,974 +26%
CPCM
482
Cardinal Point Capital Management
Ontario, Canada
$723K +$149K +2,974 +26%
AWM
483
Aprio Wealth Management
Georgia
$722K +$267K +5,344 +59%
AA
484
Addison Advisors
Vermont
$722K +$83.2K +1,665 +13%
FIM
485
Freedom Investment Management
Connecticut
$716K +$167K +3,339 +30%
GWMIA
486
Global Wealth Management Investment Advisory
Florida
$714K +$122K +2,450 +21%
BMCM
487
Bryn Mawr Capital Management
Pennsylvania
$714K +$16.2K +325 +2%
HSG
488
Helen Stephens Group
Texas
$713K +$3.05K +61 +0.4%
LC
489
Lincoln Capital
Nebraska
$705K +$6.8K +136 +1%
ZIMP
490
Zimmermann Investment Management & Planning
Pennsylvania
$700K +$206K +4,127 +42%
IA
491
IFG Advisory
Georgia
$700K -$4.6K -92 -0.7%
FWM
492
Fingerlakes Wealth Management
New York
$686K +$287K +5,747 +72%
AFO
493
Arrowroot Family Office
California
$684K +$684K +13,689 New
RMAM
494
Raab & Moskowitz Asset Management
New Jersey
$681K -$12.7K -254 -2%
PA
495
Parallel Advisors
California
$676K -$7.6K -152 -1%
BBHC
496
Brown Brothers Harriman & Co
New York
$670K +$186K +3,711 +38%
Corient Private Wealth
497
Corient Private Wealth
Florida
$668K +$21.2K +424 +3%
JIC
498
Johnson Investment Counsel
Ohio
$665K -$35.9K -718 -5%
FAM
499
Formidable Asset Management
Ohio
$664K – – –
ESB
500
Essex Savings Bank
Connecticut
$649K – – –
18 19
20
21 22