DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
501
BDO Wealth Advisors
Florida
$491K -$26.8K -562 -5%
Deutsche Bank
502
Deutsche Bank
Germany
$490K +$204K +4,291 +72%
BFO
503
Biltmore Family Office
North Carolina
$488K – – –
FCA
504
FinTrust Capital Advisors
South Carolina
$475K – – –
QCG
505
Quadrant Capital Group
Ohio
$471K – – –
IA
506
Insight Advisors
Pennsylvania
$469K +$71.9K +1,419 +18%
BBHC
507
Brown Brothers Harriman & Co
New York
$466K +$8.28K +174 +2%
PA
508
Probity Advisors
Texas
$461K +$15.5K +325 +3%
WWA
509
WCG Wealth Advisors
Nevada
$459K +$459K +9,636 New
IAG
510
Investment Advisory Group
Massachusetts
$458K +$762 +16 +0.2%
WP
511
WealthSource Partners
California
$455K +$4.24K +89 +0.9%
LWAC
512
Laurel Wealth Advisors (California)
California
$451K -$23.4K -492 -5%
BCP
513
Blue Chip Partners
Michigan
$451K +$2.24K +47 +0.5%
RCA
514
Ranch Capital Advisors
Florida
$448K +$250K +5,250 +127%
BO
515
BRR OpCo
Ohio
$439K +$286 +6 +0.1%
GW
516
GW & Wade
Massachusetts
$437K +$11.9K +250 +3%
MCM
517
Mattern Capital Management
Colorado
$436K +$11.6K +243 +3%
GP
518
Girard Partners
Pennsylvania
$436K +$21.7K +457 +5%
MWM
519
Mascoma Wealth Management
New Hampshire
$430K – – –
OWA
520
Opal Wealth Advisors
New York
$425K -$64K -1,342 -13%
JHCP
521
Jackson Hole Capital Partners
Oklahoma
$423K – – –
SFA
522
Sequoia Financial Advisors
Ohio
$422K -$12.5K -263 -3%
AWM
523
Avaii Wealth Management
Wisconsin
$420K -$762 -16 -0.2%
IC
524
Inscription Capital
Texas
$419K -$383K -8,052 -48%
MW
525
Marcum Wealth
Ohio
$419K +$19.1K +401 +5%
19 20
21
22 23