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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
576
Fort Sheridan Advisors
Illinois
$357K +$357K +6,686 New
CWS
577
Confluence Wealth Services
Pennsylvania
$354K +$201K +3,771 +132%
MWM
578
Maripau Wealth Management
Indiana
$351K +$351K +6,711 New
ACM
579
Ayrshire Capital Management
Connecticut
$349K +$4.32K +81 +1%
WMR
580
Wealth Management Resources
Rhode Island
$346K +$1.65K +31 +0.5%
PA
581
Planning Alternatives
Michigan
$340K -$2.03K -38 -0.6%
ACM
582
Advisors Capital Management
New Jersey
$338K -$11.9K -223 -3%
WCM
583
Whitener Capital Management
North Carolina
$336K -$53.3K -1,000 -14%
MLIC
584
Mandatum Life Insurance Company
Finland
$333K -$57.7K -1,080 -15%
FA
585
FDx Advisors
Illinois
$333K – – –
SW
586
SVB Wealth
Massachusetts
$333K +$84.9K +1,589 +34%
DSAM
587
Dock Street Asset Management
Florida
$328K – – –
TW
588
Transform Wealth
Colorado
$328K +$328K +6,126 New
T
589
TRUADVICE
Florida
$324K +$324K +6,398 New
RRA
590
Round Rock Advisors
Connecticut
$322K +$16.3K +305 +5%
SW
591
Solidarity Wealth
Utah
$321K +$321K +6,019 New
Deutsche Bank
592
Deutsche Bank
Germany
$320K +$320K +6,000 New
LWMG
593
Levy Wealth Management Group
Pennsylvania
$319K +$534 +10 +0.2%
BFIM
594
Beese Fulmer Investment Management
Ohio
$315K +$35.8K +669 +13%
FP
595
Financial Perspectives
Minnesota
$315K +$99.2K +1,857 +46%
FMC
596
First Merchants Corp
Indiana
$303K – – –
AWM
597
Aprio Wealth Management
Georgia
$303K +$303K +5,666 New
SPP
598
Single Point Partners
Massachusetts
$303K +$17.8K +5,934 +6%
BFC
599
Bedel Financial Consulting
Indiana
$300K -$16.1K -301 -5%
SBIA
600
Sheaff Brock Investment Advisors
Indiana
$300K – – –
22 23
24
25 26