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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
526
Dana Investment Advisors
Wisconsin
$567K +$116K +2,320 +26%
GWAG
527
Garrett Wealth Advisory Group
Texas
$565K -$69.3K -1,385 -11%
HI
528
Human Investing
Oregon
$564K +$564K +11,272 New
FFA
529
First Foundation Advisors
California
$559K +$290K +5,802 +108%
VNA
530
Valley National Advisers
Pennsylvania
$553K -$163K -3,182 -23%
AR
531
Apeiron RIA
Texas
$553K -$10.9K -217 -2%
FIM
532
Freedom Investment Management
Connecticut
$549K -$25.8K -515 -4%
GP
533
Girard Partners
Pennsylvania
$549K +$25.7K +514 +5%
EWA
534
ERTS Wealth Advisors
Michigan
$548K -$54.8K -1,095 -9%
MWM
535
Mascoma Wealth Management
New Hampshire
$546K – – –
SCA
536
Snowden Capital Advisors
New York
$537K -$56.7K -1,134 -10%
KWM
537
Keebeck Wealth Management
Illinois
$535K +$50.8K +1,015 +10%
RCA
538
Ranch Capital Advisors
Florida
$530K -$10.9K -218 -2%
GW
539
GW & Wade
Massachusetts
$526K +$117K +2,334 +29%
RC
540
Randolph Company
Ohio
$524K – – –
PWP
541
Principle Wealth Partners
Connecticut
$515K -$40.9K -818 -7%
Deutsche Bank
542
Deutsche Bank
Germany
$515K – – –
BCM
543
Brasada Capital Management
Texas
$513K +$5.1K +102 +1%
BFO
544
Biltmore Family Office
North Carolina
$512K – – –
MCWS
545
McKinley Carter Wealth Services
West Virginia
$512K -$5.1K -102 -1%
YWP
546
YorkBridge Wealth Partners
New York
$509K +$18.6K +372 +4%
GWS
547
Glassman Wealth Services
Virginia
$509K -$20.9K -418 -4%
WP
548
WealthSource Partners
California
$505K -$5K -100 -1%
CA
549
Calton & Associates
Florida
$505K +$505K +10,094 New
IP
550
Ignite Planners
California
$500K +$500K +9,786 New
20 21
22
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