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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
526
San Luis Wealth Advisors
California
$421K +$421K +9,463 New
RVPG
527
Relative Value Partners Group
$417K +$417K +9,388 New
IA
528
Insight Advisors
Pennsylvania
$414K +$1.83K +41 +0.4%
LWAC
529
Laurel Wealth Advisors (California)
California
$412K -$8.88K -200 -2%
NWMG
530
National Wealth Management Group
Ohio
$410K +$410K +9,219 New
SW
531
SVB Wealth
Massachusetts
$406K +$164K +3,687 +68%
BWA
532
BDO Wealth Advisors
Florida
$404K -$54.3K -1,222 -12%
DIA
533
Dana Investment Advisors
Wisconsin
$401K +$24.2K +545 +6%
AWM
534
Aprio Wealth Management
Georgia
$398K +$146K +3,287 +58%
MCM
535
Mattern Capital Management
Colorado
$396K -$11.4K -257 -3%
JHCP
536
Jackson Hole Capital Partners
Oklahoma
$395K – – –
MW
537
Marcum Wealth
Ohio
$394K +$3.38K +76 +0.9%
IC
538
Inscription Capital
Texas
$391K – – –
CAAM
539
Cornerstone Advisors Asset Management
Pennsylvania
$389K – – –
SFA
540
Sequoia Financial Advisors
Ohio
$387K -$7.25K -163 -2%
AWM
541
Avaii Wealth Management
Wisconsin
$386K -$5.69K -128 -1%
SAM
542
Silvercrest Asset Management
New York
$386K +$1.65K +37 +0.4%
SFS
543
Security Financial Services
Indiana
$384K +$52.1K +1,171 +16%
ACM
544
Advisors Capital Management
New Jersey
$380K +$59.6K +1,179 +19%
VVP
545
Venture Visionary Partners
Ohio
$378K – – –
WMA
546
Wealth Management Associates
New Jersey
$377K +$756 +17 +0.2%
SAM
547
SignalPoint Asset Management
Missouri
$374K +$4.45K +100 +1%
FSA
548
Fort Sheridan Advisors
Illinois
$373K +$25.2K +566 +7%
AUB
549
Atlantic Union Bankshares
Virginia
$367K -$9.11K -205 -2%
BFWA
550
Benchmark Financial Wealth Advisors
Florida
$367K +$1.29K +29 +0.4%
20 21
22
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