DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
501
Opal Wealth Advisors
New York
$670K +$195K +3,908 +41%
FAM
502
Formidable Asset Management
Ohio
$661K – – –
ESB
503
Essex Savings Bank
Connecticut
$649K +$72.5K +1,450 +13%
Corient Private Wealth
504
Corient Private Wealth
Florida
$647K +$647K +12,945 New
RIA
505
Regal Investment Advisors
Michigan
$644K -$90.6K -1,813 -12%
TFA
506
Tranquilli Financial Advisor
New Jersey
$641K -$40.5K -810 -6%
ST
507
Smithfield Trust
Pennsylvania
$641K +$8.86K +177 +1%
AA
508
Addison Advisors
Vermont
$639K -$185K -3,704 -22%
SFG
509
StrategIQ Financial Group
Indiana
$639K -$6.75K -135 -1%
AFG
510
Albion Financial Group
Utah
$639K – – –
T. Rowe Price Associates
511
T. Rowe Price Associates
Maryland
$632K – – –
FFN
512
Focus Financial Network
Minnesota
$632K +$81.8K +1,635 +15%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$631K +$152K +3,036 +32%
HFA
514
High Falls Advisors
New York
$626K -$232K -4,631 -27%
EFH
515
Eaton Financial Holdings
Florida
$611K +$611K +12,217 New
HSA
516
HBK Sorce Advisory
Pennsylvania
$610K +$333K +6,656 +120%
AIP
517
ARS Investment Partners
New York
$599K +$21K +420 +4%
GWMIA
518
Global Wealth Management Investment Advisory
Florida
$591K +$53.6K +1,073 +10%
FPW
519
Flagship Private Wealth
Massachusetts
$591K +$50 +1 +0%
RC
520
Rovin Capital
Arizona
$590K -$1.55K -31 -0.3%
CFG
521
Carr Financial Group
Massachusetts
$587K +$587K +11,742 New
CPWMP
522
Cardinal Point Wealth Management Partners
California
$575K +$300 +6 +0.1%
CPCM
523
Cardinal Point Capital Management
Ontario, Canada
$575K +$575K +11,497 New
HL
524
HeadInvest LLC
Maine
$572K +$25K +500 +5%
EW
525
Element Wealth
Mississippi
$570K +$1.5K +30 +0.3%
19 20
21
22 23