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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAM
526
Cornerstone Advisors Asset Management
Pennsylvania
$417K – – –
SSB
527
Sandy Spring Bank
Maryland
$416K +$477 +10 +0.1%
SAM
528
Silvercrest Asset Management
New York
$411K +$1.19K +25 +0.3%
VVP
529
Venture Visionary Partners
Ohio
$406K – – –
DIA
530
Dana Investment Advisors
Wisconsin
$404K +$48.1K +1,009 +14%
WMA
531
Wealth Management Associates
New Jersey
$403K -$14.4K -303 -3%
AUB
532
Atlantic Union Bankshares
Virginia
$403K +$4.76K +100 +1%
EIA
533
Eastover Investment Advisors
North Carolina
$397K -$55.1K -1,155 -12%
RC
534
Randolph Company
Ohio
$397K +$190 +4 +0%
SAM
535
SignalPoint Asset Management
Missouri
$396K +$17.9K +375 +5%
IGWM
536
ICA Group Wealth Management
Colorado
$395K -$59.4K -1,139 -13%
FFP
537
Forbes Financial Planning
Rhode Island
$394K – – –
PFA
538
Pettinga Financial Advisors
Indiana
$394K +$62.6K +1,316 +19%
BFWA
539
Benchmark Financial Wealth Advisors
Florida
$392K +$392K +8,234 New
NEPWA
540
New England Private Wealth Advisors
Massachusetts
$391K -$53 -1 -0%
SSI
541
Scott & Selber Inc
Texas
$391K +$95 +2 +0%
DWM
542
Destination Wealth Management
California
$389K – – –
HDIM
543
Hanson & Doremus Investment Management
Vermont
$388K – – –
OBWG
544
Onyx Bridge Wealth Group
New York
$386K +$386K +7,835 New
CRWM
545
Castle Rock Wealth Management
California
$383K -$6.59K -136 -2%
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$383K +$476 +10 +0.1%
CWM
547
Collaborative Wealth Management
Florida
$379K +$379K +7,951 New
ML
548
McAdam LLC
Pennsylvania
$378K +$149K +3,130 +65%
FSA
549
Fort Sheridan Advisors
Illinois
$372K +$53.9K +1,132 +17%
FNWM
550
Financial Network Wealth Management
Utah
$369K – – –
20 21
22
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