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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
551
Valley National Advisers
Pennsylvania
$514K -$37K -717 -7%
HI
552
Human Investing
Oregon
$512K -$146K -2,825 -22%
PA
553
Probity Advisors
Texas
$504K +$504K +9,789 New
AWMG
554
Alliance Wealth Management Group
New Jersey
$500K +$108K +2,100 +28%
WAL
555
W Advisors LLC
Tennessee
$500K – – –
BBHC
556
Brown Brothers Harriman & Co
New York
$499K -$191K -3,711 -28%
IP
557
Ignite Planners
California
$498K +$660 +13 +0.1%
FSA
558
Fort Sheridan Advisors
Illinois
$497K +$17.8K +345 +4%
GWAG
559
Garrett Wealth Advisory Group
Texas
$494K -$77K -1,495 -13%
MCWS
560
McKinley Carter Wealth Services
West Virginia
$494K -$6.24K -121 -1%
QCG
561
Quadrant Capital Group
Ohio
$492K – – –
SSB
562
Sandy Spring Bank
Maryland
$490K -$4.54K -88 -0.9%
TFA
563
Teamwork Financial Advisors
Texas
$487K -$1.06M -20,583 -69%
RVPG
564
Relative Value Partners Group
$481K +$1.75K +34 +0.4%
ACM
565
Ayrshire Capital Management
Connecticut
$480K +$111K +2,133 +30%
BCM
566
Brasada Capital Management
Texas
$476K -$66K -1,280 -12%
RC
567
Randolph Company
Ohio
$471K -$63.1K -1,225 -12%
CRI
568
Commonwealth Retirement Investments
Virginia
$467K -$42.9K -833 -8%
BWA
569
BDO Wealth Advisors
Florida
$462K -$4.33K -84 -0.9%
JHCP
570
Jackson Hole Capital Partners
Oklahoma
$458K – – –
ML
571
McAdam LLC
Pennsylvania
$457K +$66.5K +1,291 +17%
IC
572
Inscription Capital
Texas
$453K – – –
AWM
573
Avaii Wealth Management
Wisconsin
$453K +$52 +1 +0%
KFS
574
Kelly Financial Services
Massachusetts
$452K -$48.5K -942 -10%
SAM
575
Silvercrest Asset Management
New York
$451K +$1.34K +26 +0.3%
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