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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
526
Cerity Partners OCIO
New York
$430K -$4.83K -87 -1%
T
527
TCWP
Ohio
$430K +$430K +7,741 New
CRWM
528
Castle Rock Wealth Management
California
$428K +$23.6K +446 +6%
WAG
529
Winthrop Advisory Group
Massachusetts
$428K +$119K +2,136 +38%
SSWM
530
Sheets Smith Wealth Management
North Carolina
$427K -$70.7K -1,270 -14%
PFWA
531
Paces Ferry Wealth Advisors
Georgia
$425K +$8.12K +146 +2%
PWM
532
Perigon Wealth Management
California
$421K +$421K +7,573 New
SFS
533
Security Financial Services
Indiana
$418K +$418K +7,516 New
GC
534
Grimes & Company
Massachusetts
$416K – – –
AUB
535
Atlantic Union Bankshares
Virginia
$415K -$3.06K -55 -0.7%
IA
536
Insight Advisors
Pennsylvania
$413K -$53.1K -956 -11%
MLIC
537
Mandatum Life Insurance Company
Finland
$407K – – –
FCT
538
Family Capital Trust
Massachusetts
$406K – – –
NEPWA
539
New England Private Wealth Advisors
Massachusetts
$406K +$2.28K +41 +0.6%
CB
540
Commerce Bank
Missouri
$405K -$119K -2,131 -23%
SAM
541
SignalPoint Asset Management
Missouri
$405K – – –
WPC
542
Wedmont Private Capital
Pennsylvania
$405K +$405K +7,286 New
WCM
543
Whitener Capital Management
North Carolina
$405K +$405K +7,300 New
PPWM
544
PFG Private Wealth Management
Florida
$404K -$13.4M -240,953 -97%
TCM
545
Tandem Capital Management
New Jersey
$403K – – –
TCA
546
Transcend Capital Advisors
New Jersey
$402K +$40.9K +736 +11%
TCBWMS
547
Texas Capital Bank Wealth Management Services
Texas
$396K – – –
KF
548
Krilogy Financial
Missouri
$395K +$38.9K +700 +11%
GSWM
549
Golden State Wealth Management
California
$395K +$395K +7,099 New
ACG
550
Allen Capital Group
Nebraska
$393K +$278 +5 +0.1%
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