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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
476
Paladin Advisory Group
Iowa
$828K – – –
SXL
477
Summit X LLC
Missouri
$828K +$16.5K +320 +2%
FWM
478
Fingerlakes Wealth Management
New York
$794K +$86.7K +1,683 +12%
AFAS
479
Acorn Financial Advisory Services
Virginia
$792K -$9.33K -181 -1%
HNWAG
480
High Net Worth Advisory Group
Florida
$784K +$155 +3 +0%
FFN
481
Focus Financial Network
Minnesota
$780K +$2.11K +41 +0.3%
PPW
482
Pasadena Private Wealth
California
$775K -$17.7K -343 -2%
BAM
483
Belpointe Asset Management
Nevada
$773K -$165K -3,211 -18%
SS
484
Simplicity Solutions
Minnesota
$765K -$41.3K -802 -5%
GWMIA
485
Global Wealth Management Investment Advisory
Florida
$764K +$27.9K +542 +4%
CWP
486
Corepath Wealth Partners
Arizona
$756K – – –
RCA
487
Ranch Capital Advisors
Florida
$755K +$87.5K +1,698 +13%
AFO
488
Arrowroot Family Office
California
$750K +$44.6K +866 +6%
IWS
489
Insight Wealth Strategies
California
$747K -$2.99K -58 -0.4%
EFG
490
Ethos Financial Group
Pennsylvania
$746K – – –
FAM
491
Formidable Asset Management
Ohio
$743K +$61.9K +1,201 +9%
RMAM
492
Raab & Moskowitz Asset Management
New Jersey
$743K +$40.8K +791 +6%
HSG
493
Helen Stephens Group
Texas
$738K +$2.63K +51 +0.4%
PB
494
Pinnacle Bancorp
Nebraska
$737K +$737K +14,293 New
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$733K -$206K -3,988 -22%
LC
496
Lincoln Capital
Nebraska
$729K +$2.58K +50 +0.4%
AFG
497
Atomi Financial Group
New York
$729K -$17.5K -340 -2%
CMS
498
Capital Market Strategies
Florida
$724K -$79.1K -1,536 -10%
AA
499
Addison Advisors
Vermont
$722K -$22.3K -433 -3%
HFA
500
High Falls Advisors
New York
$703K -$178K -3,449 -20%
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