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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
551
Insight Advisors
Pennsylvania
$499K +$35.5K +711 +8%
SAM
552
SignalPoint Asset Management
Missouri
$497K +$76.2K +1,523 +18%
ZIMP
553
Zimmermann Investment Management & Planning
Pennsylvania
$494K +$254K +5,075 +106%
PA
554
Probity Advisors
Texas
$488K +$1.9K +38 +0.4%
BBHC
555
Brown Brothers Harriman & Co
New York
$485K – – –
CSB
556
City State Bank
Iowa
$484K +$10K +200 +2%
WJA
557
Willis Johnson & Associates
Texas
$483K +$483K +9,664 New
IAG
558
Investment Advisory Group
Massachusetts
$483K +$1.05K +21 +0.2%
WF
559
Warner Financial
Maryland
$482K +$482K +9,642 New
Koshinski Asset Management
560
Koshinski Asset Management
Illinois
$482K +$99.5K +1,989 +26%
KFS
561
Kelly Financial Services
Massachusetts
$479K -$28.9K -578 -6%
QCG
562
Quadrant Capital Group
Ohio
$478K – – –
SSB
563
Sandy Spring Bank
Maryland
$475K -$93K -1,860 -16%
RVPG
564
Relative Value Partners Group
$474K +$4.55K +91 +1%
VFA
565
Valeo Financial Advisors
Indiana
$471K +$471K +9,420 New
PWM
566
Perigon Wealth Management
California
$469K +$104K +2,087 +29%
Qube Research & Technologies (QRT)
567
Qube Research & Technologies (QRT)
United Kingdom
$466K -$576K -11,513 -55%
FSA
568
Fort Sheridan Advisors
Illinois
$465K +$45.4K +908 +11%
AWM
569
Aprio Wealth Management
Georgia
$455K +$7.55K +151 +2%
BWA
570
BDO Wealth Advisors
Florida
$455K +$350 +7 +0.1%
NWMG
571
National Wealth Management Group
Ohio
$454K -$6.55K -131 -1%
CRWM
572
Castle Rock Wealth Management
California
$454K +$46.6K +910 +11%
LWAC
573
Laurel Wealth Advisors (California)
California
$447K -$16.7K -334 -4%
SW
574
SVB Wealth
Massachusetts
$446K -$9.8K -196 -2%
JHCP
575
Jackson Hole Capital Partners
Oklahoma
$444K – – –
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