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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
526
Wedmont Private Capital
Pennsylvania
$539K +$146K +2,905 +37%
EWA
527
ERTS Wealth Advisors
Michigan
$538K -$10K -200 -2%
KWM
528
Keebeck Wealth Management
Illinois
$538K +$3.25K +65 +0.6%
AR
529
Apeiron RIA
Texas
$537K -$15.9K -318 -3%
VF
530
VitalStone Financial
Texas
$532K +$480K +8,618 +929%
GW
531
GW & Wade
Massachusetts
$526K +$250 +5 +0%
BCM
532
Brasada Capital Management
Texas
$526K +$13.1K +262 +3%
RC
533
Randolph Company
Ohio
$519K -$5.2K -104 -1%
SAM
534
SignalPoint Asset Management
Missouri
$517K +$19.8K +396 +4%
PWP
535
Principle Wealth Partners
Connecticut
$515K – – –
Deutsche Bank
536
Deutsche Bank
Germany
$514K – – –
AWM
537
Accurate Wealth Management
Florida
$514K +$478K +9,500 +1,323%
BFO
538
Biltmore Family Office
North Carolina
$512K – – –
VFA
539
Valeo Financial Advisors
Indiana
$511K +$40.2K +804 +9%
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$510K +$28.1K +563 +6%
WP
541
WealthSource Partners
California
$506K +$1.75K +35 +0.3%
IA
542
Insight Advisors
Pennsylvania
$503K +$2.25K +45 +0.4%
QPWM
543
Quadrant Private Wealth Management
Pennsylvania
$503K +$503K +10,053 New
CRI
544
Commonwealth Retirement Investments
Virginia
$495K +$56.5K +1,130 +13%
IP
545
Ignite Planners
California
$493K +$754 +15 +0.2%
KFS
546
Kelly Financial Services
Massachusetts
$485K +$6K +120 +1%
MCWS
547
McKinley Carter Wealth Services
West Virginia
$485K -$26.9K -538 -5%
WAL
548
W Advisors LLC
Tennessee
$485K +$485K +9,697 New
IAG
549
Investment Advisory Group
Massachusetts
$483K +$450 +9 +0.1%
PIAS
550
PCA Investment Advisory Services
Ohio
$480K +$480K +9,611 New
20 21
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