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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
551
Sandy Spring Bank
Maryland
$480K +$4.95K +99 +1%
TA
552
TrueWealth Advisors
Alabama
$478K -$221K -4,425 -32%
QCG
553
Quadrant Capital Group
Ohio
$478K – – –
RVPG
554
Relative Value Partners Group
$465K -$9.25K -185 -2%
FSA
555
Fort Sheridan Advisors
Illinois
$465K – – –
AWM
556
Axxcess Wealth Management
California
$464K -$395K -7,908 -46%
SFA
557
Sequoia Financial Advisors
Ohio
$460K +$50.9K +1,018 +12%
FFA
558
Farther Finance Advisors
California
$460K +$51.4K +1,029 +13%
EW
559
Element Wealth
Mississippi
$456K -$113K -2,265 -20%
BWA
560
BDO Wealth Advisors
Florida
$453K -$1.9K -38 -0.4%
TCBWMS
561
Texas Capital Bank Wealth Management Services
Texas
$446K +$89.7K +1,794 +25%
JHCP
562
Jackson Hole Capital Partners
Oklahoma
$444K – – –
CSB
563
City State Bank
Iowa
$442K -$41.2K -825 -9%
WJA
564
Willis Johnson & Associates
Texas
$441K -$41.8K -837 -9%
IC
565
Inscription Capital
Texas
$440K – – –
AWM
566
Avaii Wealth Management
Wisconsin
$440K +$50 +1 +0%
WMR
567
Wealth Management Resources
Rhode Island
$438K +$104K +2,024 +31%
CAAM
568
Cornerstone Advisors Asset Management
Pennsylvania
$437K – – –
SAM
569
Silvercrest Asset Management
New York
$437K +$1.55K +31 +0.4%
TC
570
TownSquare Capital
Utah
$435K +$435K +8,699 New
CA
571
Continuum Advisory
Idaho
$430K -$2.52M -50,433 -85%
EFMC
572
Empire Financial Management Company
New York
$428K +$428K +8,560 New
WMA
573
Wealth Management Associates
New Jersey
$426K +$1.4K +28 +0.3%
VVP
574
Venture Visionary Partners
Ohio
$426K – – –
JWBC
575
John W. Brooker & Co
California
$423K -$15.2K -300 -3%
21 22
23
24 25