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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
476
Wells Financial Advisors
Massachusetts
$1.09M -$29.1K -540 -3%
GLA
477
Good Life Advisors
Pennsylvania
$1.08M -$98.2K -1,825 -8%
JIC
478
Joel Isaacson & Co
New York
$1.06M -$188K -3,486 -15%
FCA
479
FinTrust Capital Advisors
South Carolina
$1.06M +$6.46K +120 +0.6%
NGA
480
Naples Global Advisors
Florida
$1.04M -$42.8K -795 -4%
LW
481
Linscomb Wealth
Texas
$1.04M +$14.3K +265 +1%
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$1.03M -$3.23K -60 -0.3%
CFS
483
Commonwealth Financial Services
West Virginia
$1.03M -$1.67M -31,012 -62%
DWM
484
Drive Wealth Management
Utah
$1M +$613K +11,385 +156%
RFN
485
Redwood Financial Network
Ohio
$999K -$242K -4,491 -19%
OIA
486
Optimum Investment Advisors
Illinois
$992K -$10.8K -200 -1%
EAMA
487
EFG Asset Management (Americas)
Florida
$989K +$989K +18,373 New
CW
488
CreativeOne Wealth
Kansas
$986K +$92K +1,709 +10%
CA
489
CSM Advisors
Pennsylvania
$981K -$64.6K -1,200 -6%
NRA
490
NSI Retail Advisors
Pennsylvania
$981K -$64.6K -1,200 -6%
IP
491
Investment Partners
Ohio
$979K +$3.98K +74 +0.4%
FWM
492
Fingerlakes Wealth Management
New York
$959K +$221K +4,099 +30%
VNA
493
Valley National Advisers
Pennsylvania
$958K +$422K +7,844 +79%
NFSG
494
Newbridge Financial Services Group
Florida
$958K -$74.1K -1,377 -7%
APW
495
Aurora Private Wealth
New Jersey
$949K +$6.94K +129 +0.7%
ESB
496
Essex Savings Bank
Connecticut
$949K +$250K +4,652 +36%
VCM
497
Virtue Capital Management
Tennessee
$945K -$1.27M -24,727 Closed
GWM
498
GSB Wealth Management
Connecticut
$940K -$35.7K -664 -4%
NCM
499
New Capital Management
Texas
$914K – – –
RCA
500
Ranch Capital Advisors
Florida
$909K +$49.6K +922 +6%
18 19
20
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