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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
551
Atlas Financial Advisors
California
$391K +$391K +7,035 New
FFP
552
Forbes Financial Planning
Rhode Island
$387K +$387K +6,958 New
RC
553
Randolph Company
Ohio
$385K +$50.7K +913 +15%
FFA
554
Founders Financial Alliance
North Carolina
$384K -$8.17K -147 -2%
NC
555
NovaPoint Capital
Georgia
$384K +$278 +5 +0.1%
YIH
556
Y-Intercept (HK)
Hong Kong
$384K +$384K +6,915 New
ATC
557
Argent Trust Co
Tennessee
$376K – – –
IWP
558
Insight Wealth Partners
Texas
$376K – – –
Geode Capital Management
559
Geode Capital Management
Massachusetts
$374K -$344K – –
AWA
560
Alta Wealth Advisors
Massachusetts
$369K +$1.56K +28 +0.4%
ACM
561
Advisors Capital Management
New Jersey
$364K +$77.3K +1,393 +27%
ACM
562
Ayrshire Capital Management
Connecticut
$359K +$2K +36 +0.6%
WMR
563
Wealth Management Resources
Rhode Island
$359K +$359K +6,455 New
CG
564
Clarus Group
Texas
$358K – – –
PA
565
Planning Alternatives
Michigan
$356K -$29K -521 -8%
BF
566
BOK Financial
Oklahoma
$351K +$63.1K +1,134 +22%
MCA
567
MSH Capital Advisors
Arizona
$351K +$351K +6,307 New
FA
568
FDx Advisors
Illinois
$347K -$111 -2 -0%
EWM
569
Evermay Wealth Management
Virginia
$346K +$151K +2,716 +77%
DSAM
570
Dock Street Asset Management
Florida
$342K – – –
MFG
571
Magnus Financial Group
New York
$340K +$9.66K +174 +3%
TSWM
572
Tyler-Stone Wealth Management
Ohio
$339K +$339K +6,098 New
Susquehanna International Group
573
Susquehanna International Group
Pennsylvania
$335K -$1.74M -31,250 -84%
LWMG
574
Levy Wealth Management Group
Pennsylvania
$332K +$332K +5,965 New
BFC
575
Bedel Financial Consulting
Indiana
$329K – – –
21 22
23
24 25