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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
501
Quadrant Private Wealth Management
Pennsylvania
$702K +$184K +3,563 +35%
PA
502
Parallel Advisors
California
$701K +$4.07K +79 +0.6%
IA
503
IFG Advisory
Georgia
$701K -$20.9K -406 -3%
Lido Advisors
504
Lido Advisors
California
$691K -$89.9K -1,744 -12%
GW
505
GW & Wade
Massachusetts
$674K +$132K +2,560 +24%
RC
506
Rovin Capital
Arizona
$673K +$25.2K +489 +4%
WF
507
Warner Financial
Maryland
$671K +$23.5K +457 +4%
ESB
508
Essex Savings Bank
Connecticut
$669K – – –
ST
509
Smithfield Trust
Pennsylvania
$664K – – –
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$654K -$9.53K -185 -1%
OWA
511
Opal Wealth Advisors
New York
$654K -$1.8K -35 -0.3%
T. Rowe Price Associates
512
T. Rowe Price Associates
Maryland
$652K – – –
ZIMP
513
Zimmermann Investment Management & Planning
Pennsylvania
$646K -$75.7K -1,470 -10%
VC
514
Veracity Capital
Georgia
$642K -$298K -5,775 -32%
IA
515
Insight Advisors
Pennsylvania
$640K +$122K +2,361 +23%
JIC
516
Johnson Investment Counsel
Ohio
$639K -$46.8K -909 -7%
GM
517
GeoWealth Management
Illinois
$635K -$150K -2,909 -19%
SFG
518
StrategIQ Financial Group
Indiana
$617K -$7.42K -144 -1%
HL
519
HeadInvest LLC
Maine
$613K – – –
FPW
520
Flagship Private Wealth
Massachusetts
$608K -$2.01K -39 -0.3%
MSFS
521
Main Street Financial Solutions
Pennsylvania
$604K -$9.74K -189 -2%
CAAM
522
Cornerstone Advisors Asset Management
Pennsylvania
$602K +$151K +2,933 +34%
PWM
523
Perigon Wealth Management
California
$601K -$16.6K -323 -3%
AIP
524
ARS Investment Partners
New York
$596K – – –
SCA
525
Snowden Capital Advisors
New York
$595K -$70.3K -1,365 -11%
19 20
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