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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
501
Wealth Management Associates
New Jersey
$487K +$167 +3 +0%
CAAM
502
Cornerstone Advisors Asset Management
Pennsylvania
$486K +$486K +8,748 New
GW
503
GW & Wade
Massachusetts
$485K +$55.6K +1,000 +13%
VVP
504
Venture Visionary Partners
Ohio
$484K – – –
AWM
505
Avaii Wealth Management
Wisconsin
$479K +$479K +8,621 New
SAM
506
Silvercrest Asset Management
New York
$477K +$1.5K +27 +0.3%
CWA
507
Core Wealth Advisors
Florida
$477K +$28.2K +507 +6%
NP
508
NorthRock Partners
Minnesota
$471K +$471K +8,472 New
HDIM
509
Hanson & Doremus Investment Management
Vermont
$466K – – –
YWP
510
YorkBridge Wealth Partners
New York
$463K -$137K -2,463 -23%
DWM
511
Destination Wealth Management
California
$460K +$1.22K +22 +0.3%
FIM
512
Freedom Investment Management
Connecticut
$460K +$16.7K +300 +4%
KWM
513
Keebeck Wealth Management
Illinois
$459K +$85.9K +1,547 +23%
SSI
514
Scott & Selber Inc
Texas
$456K -$98.4K -1,770 -18%
CWM
515
Collaborative Wealth Management
Florida
$455K +$455K +8,181 New
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$451K +$51.2K +922 +13%
CF
517
Copperwynd Financial
Arizona
$450K -$7.62K -137 -2%
MWM
518
Mascoma Wealth Management
New Hampshire
$442K – – –
ECM
519
Evergreen Capital Management
Washington
$441K – – –
AFAS
520
Acorn Financial Advisory Services
Virginia
$436K +$111K +2,004 +34%
PFA
521
Pettinga Financial Advisors
Indiana
$435K -$35.7K -642 -8%
DIA
522
Dana Investment Advisors
Wisconsin
$435K +$435K +7,828 New
SFA
523
Source Financial Advisors
New York
$432K -$4.5K -81 -1%
DIA
524
Davidson Investment Advisors
Montana
$431K -$19.7K -354 -4%
FNWM
525
Financial Network Wealth Management
Utah
$430K -$20.9K -377 -5%
19 20
21
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