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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
501
Biltmore Family Office
North Carolina
$547K – – –
LWAC
502
Laurel Wealth Advisors (California)
California
$533K -$1.51M -28,315 -74%
QCG
503
Quadrant Capital Group
Ohio
$529K – – –
CWA
504
Core Wealth Advisors
Florida
$526K +$67.6K +1,266 +15%
FCA
505
FinTrust Capital Advisors
South Carolina
$515K – – –
BBHC
506
Brown Brothers Harriman & Co
New York
$514K +$33K +617 +7%
IAG
507
Investment Advisory Group
Massachusetts
$513K +$802 +15 +0.2%
EIA
508
Eastover Investment Advisors
North Carolina
$506K -$84.6K -1,585 -14%
WP
509
WealthSource Partners
California
$505K -$52.7K -986 -9%
BCP
510
Blue Chip Partners
Michigan
$503K +$2.41K +45 +0.5%
PA
511
Probity Advisors
Texas
$500K -$4.03M -75,471 -89%
BO
512
BRR OpCo
Ohio
$492K +$320 +6 +0.1%
SFA
513
Sequoia Financial Advisors
Ohio
$487K +$487K +9,125 New
MWM
514
Mascoma Wealth Management
New Hampshire
$482K +$56.6K +1,060 +13%
MCM
515
Mattern Capital Management
Colorado
$476K -$21.4K -401 -4%
GW
516
GW & Wade
Massachusetts
$476K +$10.3K +193 +2%
JHCP
517
Jackson Hole Capital Partners
Oklahoma
$474K – – –
AWM
518
Avaii Wealth Management
Wisconsin
$472K +$11.2K +210 +2%
WMA
519
Wealth Management Associates
New Jersey
$468K +$160 +3 +0%
CAAM
520
Cornerstone Advisors Asset Management
Pennsylvania
$467K – – –
SSB
521
Sandy Spring Bank
Maryland
$466K +$327K +6,121 +236%
PA
522
Procyon Advisors
Connecticut
$465K -$152K -2,853 -25%
GP
523
Girard Partners
Pennsylvania
$465K -$4.32K -81 -0.9%
AFAS
524
Acorn Financial Advisory Services
Virginia
$464K +$44.4K +831 +11%
EWM
525
Evermay Wealth Management
Virginia
$462K +$129K +2,417 +39%
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