DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
576
Private Portfolio Partners
New Jersey
$323K -$45.6K -820 -12%
RRA
577
Round Rock Advisors
Connecticut
$318K +$610 +11 +0.2%
FMC
578
First Merchants Corp
Indiana
$315K -$453K -8,156 -59%
AF
579
Advisornet Financial
Minnesota
$315K +$943 +17 +0.3%
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$313K +$313K +5,625 New
Fisher Asset Management
581
Fisher Asset Management
Washington
$313K +$313K +5,637 New
JIC
582
Joel Isaacson & Co
New York
$312K +$84.8K +1,527 +37%
PD
583
Planning Directions
Pennsylvania
$309K +$38.2K +687 +14%
CWA
584
Clarus Wealth Advisors
Arizona
$307K +$22.4K +401 +8%
MSAM
585
Moloney Securities Asset Management
Missouri
$307K +$27.3K +491 +10%
CBFP
586
Cedar Brook Financial Partners
Ohio
$306K +$35.6K +639 +13%
ZIMP
587
Zimmermann Investment Management & Planning
Pennsylvania
$306K +$306K +5,506 New
RIA
588
Realta Investment Advisors
Delaware
$304K +$5.72K +103 +2%
HAIM
589
Hunter Associates Investment Management
Pennsylvania
$300K – – –
TPWA
590
TRUE Private Wealth Advisors
Oregon
$300K +$16.6K +300 +6%
FFA
591
First Foundation Advisors
California
$299K -$45.6K -820 -13%
LC
592
Lindbrook Capital
California
$299K +$132K +2,379 +79%
CCP
593
Corient Capital Partners
California
$297K – – –
AWMT
594
AAFMAA Wealth Management & Trust
North Carolina
$295K -$666 -12 -0.2%
WFO
595
Wealthgate Family Office
Colorado
$295K – – –
RHP
596
Royal Harbor Partners
Texas
$291K +$3.01K +54 +1%
BFIM
597
Beese Fulmer Investment Management
Ohio
$290K -$94.7K -1,705 -25%
BFA
598
BMS Financial Advisors
South Dakota
$290K +$290K +5,220 New
TIA
599
Traphagen Investment Advisors
New Jersey
$285K -$67.6K -1,217 -19%
MFM
600
Mirsky Financial Management
New York
$284K -$3.45K -62 -1%
22 23
24
25 26