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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
501
Ranch Capital Advisors
Florida
$647K +$118K +2,351 +22%
SCA
502
Snowden Capital Advisors
New York
$645K +$108K +2,162 +20%
PWMAG
503
Pinnacle Wealth Management Advisory Group
New Jersey
$644K -$125K -2,499 -16%
ST
504
Smithfield Trust
Pennsylvania
$644K +$4.44K +89 +0.7%
HI
505
Human Investing
Oregon
$638K +$74.9K +1,498 +13%
OWA
506
Opal Wealth Advisors
New York
$636K -$33.7K -675 -5%
AFG
507
Albion Financial Group
Utah
$632K -$6.75K -135 -1%
T. Rowe Price Associates
508
T. Rowe Price Associates
Maryland
$632K – – –
RC
509
Rovin Capital
Arizona
$629K +$39.3K +786 +7%
WF
510
Warner Financial
Maryland
$628K +$146K +2,923 +30%
RW
511
RVW Wealth
California
$622K -$403K -8,055 -39%
SC
512
SouthState Corp
Florida
$622K -$89.5K -1,790 -13%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$608K -$22.2K -444 -4%
SFG
514
StrategIQ Financial Group
Indiana
$606K -$32.7K -655 -5%
PWM
515
Perigon Wealth Management
California
$599K +$130K +2,594 +28%
MSFS
516
Main Street Financial Solutions
Pennsylvania
$596K -$184K -3,680 -24%
FPW
517
Flagship Private Wealth
Massachusetts
$591K – – –
CF
518
Centaurus Financial
California
$588K -$284K -5,683 -33%
HL
519
HeadInvest LLC
Maine
$584K +$12.1K +243 +2%
AIP
520
ARS Investment Partners
New York
$578K -$21K -420 -4%
CA
521
Claro Advisors
Massachusetts
$572K -$137K -2,745 -19%
FFWM
522
Future Financial Wealth Management
Ohio
$569K -$475K -9,435 -45%
GWAG
523
Garrett Wealth Advisory Group
Texas
$554K -$11.3K -227 -2%
VNA
524
Valley National Advisers
Pennsylvania
$545K -$7.04K -138 -1%
GP
525
Girard Partners
Pennsylvania
$541K -$7.9K -158 -1%
19 20
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