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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
501
Summit X LLC
Missouri
$897K +$9.42K +175 +1%
PHWM
502
Pine Harbor Wealth Management
Maryland
$876K +$876K +16,278 New
PAG
503
Paladin Advisory Group
Iowa
$874K +$21.7K +403 +3%
MGIA
504
Moneta Group Investment Advisors
Missouri
$873K -$92.5K -1,718 -10%
OFG
505
Oxford Financial Group
Indiana
$871K – – –
EFG
506
Ethos Financial Group
Pennsylvania
$868K -$6.94M -128,862 -89%
BOPW
507
Brandywine Oak Private Wealth
Pennsylvania
$867K – – –
MSWMA
508
Market Street Wealth Management Advisors
Indiana
$861K -$99K -1,840 -10%
AFAS
509
Acorn Financial Advisory Services
Virginia
$860K +$14.7K +274 +2%
BMCM
510
Bryn Mawr Capital Management
Pennsylvania
$859K -$17K -316 -2%
MCA
511
MSH Capital Advisors
Arizona
$855K -$404K -7,506 -32%
AWA
512
Arkadios Wealth Advisors
Georgia
$853K +$482K +8,953 +130%
BCA
513
Bay Colony Advisors
Massachusetts
$853K +$24.6K +457 +3%
KWA
514
Kingswood Wealth Advisors
California
$851K +$851K +15,821 New
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$840K +$18.3K +340 +2%
SFSG
516
Sound Financial Strategies Group
Mississippi
$823K -$1.83M -34,056 -69%
IA
517
IFG Advisory
Georgia
$819K +$30.6K +568 +4%
HNWAG
518
High Net Worth Advisory Group
Florida
$819K – – –
PPW
519
Pasadena Private Wealth
California
$809K +$15K +278 +2%
SS
520
Simplicity Solutions
Minnesota
$799K – – –
CWP
521
Cyndeo Wealth Partners
Florida
$786K +$366K +6,799 +87%
MIA
522
MMBG Investment Advisors
Florida
$785K +$785K +14,580 New
CWP
523
Corepath Wealth Partners
Arizona
$782K – – –
RMAM
524
Raab & Moskowitz Asset Management
New Jersey
$774K -$2.1K -39 -0.3%
PTC
525
Private Trust Company
Ohio
$774K -$234K -4,346 -23%
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