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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
551
Source Financial Advisors
New York
$402K -$13.6K -254 -3%
MP
552
McDonald Partners
Ohio
$400K +$400K +7,498 New
DIA
553
Dana Investment Advisors
Wisconsin
$399K -$19.2K -360 -5%
CPO
554
Cerity Partners OCIO
New York
$399K -$14.1K -265 -3%
GC
555
Grimes & Company
Massachusetts
$399K – – –
SFS
556
Security Financial Services
Indiana
$398K -$2.99K -56 -0.7%
CB
557
Commerce Bank
Missouri
$392K +$3.68K +69 +0.9%
NEPWA
558
New England Private Wealth Advisors
Massachusetts
$391K +$1.12K +21 +0.3%
PWM
559
Perigon Wealth Management
California
$390K -$14.6K -274 -4%
WPC
560
Wedmont Private Capital
Pennsylvania
$390K – – –
FCT
561
Family Capital Trust
Massachusetts
$390K – – –
TCA
562
Transcend Capital Advisors
New Jersey
$386K – – –
TCM
563
Tandem Capital Management
New Jersey
$384K +$7.79K +150 +2%
AFA
564
Atlas Financial Advisors
California
$381K +$4.81K +90 +1%
TCBWMS
565
Texas Capital Bank Wealth Management Services
Texas
$380K – – –
ACG
566
Allen Capital Group
Nebraska
$378K +$53 +1 +0%
FFA
567
Founders Financial Alliance
North Carolina
$377K +$8.11K +152 +2%
PFA
568
Pettinga Financial Advisors
Indiana
$372K -$45.7K -856 -11%
AG
569
Ascent Group
Virginia
$365K +$125K +2,352 +52%
AL
570
Aspiriant LLC
California
$365K +$365K +6,840 New
BF
571
BOK Financial
Oklahoma
$363K +$26.2K +490 +8%
ATC
572
Argent Trust Co
Tennessee
$362K – – –
KF
573
Krilogy Financial
Missouri
$361K -$18.7K -350 -5%
IWP
574
Insight Wealth Partners
Texas
$361K – – –
CG
575
Clarus Group
Texas
$360K -$5.61K -105 -2%
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