DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

961 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
14.09%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
137
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
526
Quadrant Private Wealth Management
Pennsylvania
$770K +$46.6K +865 +6%
AFO
527
Arrowroot Family Office
California
$769K +$8.61K +160 +1%
APA
528
Astoria Portfolio Advisors
New York
$763K -$140K -2,550 -16%
SFG
529
Sunburst Financial Group
Alabama
$749K +$749K +13,917 New
PB
530
Pinnacle Bancorp
Nebraska
$748K -$1.99K -37 -0.3%
CAM
531
Creekmur Asset Management
Illinois
$748K +$748K +13,906 New
VC
532
Veracity Capital
Georgia
$746K +$107K +1,988 +17%
GW
533
GW & Wade
Massachusetts
$736K – – –
AAS
534
Annex Advisory Services
Wisconsin
$734K -$178K -3,301 -19%
RC
535
Rovin Capital
Arizona
$730K -$16.5K -307 -2%
MSFS
536
Main Street Financial Solutions
Pennsylvania
$725K +$75.6K +1,405 +12%
WE
537
Wealth Effects
Massachusetts
$723K +$323K +5,999 +81%
MAM
538
MWA Asset Management
Massachusetts
$716K +$178K +3,302 +33%
WF
539
Warner Financial
Maryland
$711K +$10.4K +194 +1%
IAIM
540
International Assets Investment Management
Florida
$709K +$709K +13,172 New
OWA
541
Opal Wealth Advisors
New York
$706K +$4.47K +83 +0.6%
CMS
542
Capital Market Strategies
Florida
$702K -$36.1K -671 -5%
BWM
543
BKM Wealth Management
Wisconsin
$701K +$701K +13,032 New
TSS
544
Two Sigma Securities
New York
$700K +$700K +13,007 New
EFA
545
Evernest Financial Advisors
Indiana
$699K +$699K +12,992 New
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$698K +$6.84K +127 +1%
ST
547
Smithfield Trust
Pennsylvania
$696K – – –
LC
548
Lincoln Capital
Nebraska
$695K +$108 +2 +0%
HSG
549
Helen Stephens Group
Texas
$688K -$82.5K -1,532 -11%
KDA
550
Kraft Davis & Associates
Missouri
$687K -$198K -3,617 -22%
20 21
22
23 24