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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
551
Heck Capital Advisors
Wisconsin
$362K -$5.79M -121,484 -94%
WI
552
Wintrust Investments
Illinois
$362K +$102K +2,142 +39%
CWA
553
Core Wealth Advisors
Florida
$357K -$112K -2,351 -24%
MP
554
McDonald Partners
Ohio
$357K – – –
CPO
555
Cerity Partners OCIO
New York
$357K +$572 +12 +0.2%
GC
556
Grimes & Company
Massachusetts
$356K – – –
SFS
557
Security Financial Services
Indiana
$355K – – –
WS
558
Wedbush Securities
California
$353K -$13.3K -280 -4%
CF
559
Copperwynd Financial
Arizona
$352K -$33.3K -700 -9%
WAG
560
Winthrop Advisory Group
Massachusetts
$352K -$16.6K -348 -4%
TCM
561
Tandem Capital Management
New Jersey
$352K – – –
TPWM
562
Twelve Points Wealth Management
Massachusetts
$351K -$43.8K -918 -11%
FCT
563
Family Capital Trust
Massachusetts
$348K – – –
PWM
564
Perigon Wealth Management
California
$348K – – –
SXL
565
Summit X LLC
Missouri
$347K -$183K -3,823 -34%
PFWA
566
Paces Ferry Wealth Advisors
Georgia
$347K -$24.5K -515 -7%
CB
567
Commerce Bank
Missouri
$347K -$3.29K -69 -0.9%
WPC
568
Wedmont Private Capital
Pennsylvania
$347K – – –
EWM
569
Evermay Wealth Management
Virginia
$346K -$65.6K -1,378 -16%
SFA
570
Source Financial Advisors
New York
$346K -$12K -253 -3%
TCBWMS
571
Texas Capital Bank Wealth Management Services
Texas
$339K – – –
ACG
572
Allen Capital Group
Nebraska
$337K +$48 +1 +0%
FFA
573
Founders Financial Alliance
North Carolina
$337K +$143 +3 +0%
DWM
574
Doyle Wealth Management
Florida
$335K +$335K +7,025 New
T
575
TRUADVICE
Florida
$332K +$8.64K +171 +3%
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