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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
526
Cardinal Point Capital Management
Ontario, Canada
$593K -$153K -2,964 -20%
HWA
527
HHM Wealth Advisors
Tennessee
$588K +$206K +4,000 +54%
PIAS
528
PCA Investment Advisory Services
Ohio
$575K +$79.5K +1,542 +16%
RW
529
RVW Wealth
California
$574K -$67.1K -1,302 -10%
RCAG
530
Rehmann Capital Advisory Group
Michigan
$571K -$55.9K -1,084 -9%
VFA
531
Valeo Financial Advisors
Indiana
$571K +$44.3K +860 +8%
CF
532
Centaurus Financial
California
$567K -$38.9K -754 -6%
AWM
533
Apollon Wealth Management
South Carolina
$566K +$566K +10,990 New
Citadel Advisors
534
Citadel Advisors
Florida
$564K -$1.45M -28,103 -72%
AFG
535
Albion Financial Group
Utah
$559K -$92.8K -1,801 -14%
GP
536
Girard Partners
Pennsylvania
$558K +$361 +7 +0.1%
AR
537
Apeiron RIA
Texas
$555K +$1.96K +38 +0.4%
EWA
538
ERTS Wealth Advisors
Michigan
$555K – – –
FFWM
539
Future Financial Wealth Management
Ohio
$554K -$29.2K -566 -5%
AWM
540
Axxcess Wealth Management
California
$553K +$74.6K +1,447 +16%
AWM
541
Accurate Wealth Management
Florida
$545K +$15.9K +307 +3%
TI
542
Trexquant Investment
Connecticut
$541K +$541K +10,508 New
SAM
543
SignalPoint Asset Management
Missouri
$539K +$6.7K +130 +1%
PWP
544
Principle Wealth Partners
Connecticut
$531K – – –
Deutsche Bank
545
Deutsche Bank
Germany
$530K – – –
BFO
546
Biltmore Family Office
North Carolina
$528K – – –
WP
547
WealthSource Partners
California
$520K -$2.06K -40 -0.4%
EW
548
Element Wealth
Mississippi
$519K +$48.5K +941 +10%
KWM
549
Keebeck Wealth Management
Illinois
$519K -$35.7K -693 -6%
IAG
550
Investment Advisory Group
Massachusetts
$515K +$16.3K +317 +3%
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