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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
576
Atlas Financial Advisors
California
$329K -$10.8K -227 -3%
KF
577
Krilogy Financial
Missouri
$328K +$6.09K +128 +2%
HIM
578
Hotaling Investment Management
Pennsylvania
$328K +$328K +6,875 New
BF
579
BOK Financial
Oklahoma
$324K – – –
MOS
580
MGO One Seven
Ohio
$324K +$324K +6,794 New
ATC
581
Argent Trust Co
Tennessee
$323K – – –
IWP
582
Insight Wealth Partners
Texas
$322K – – –
BSW
583
Buckingham Strategic Wealth
Missouri
$321K -$182K -3,830 -36%
ACM
584
Ayrshire Capital Management
Connecticut
$321K +$8.97K +188 +3%
SFI
585
SPC Financial Inc
Maryland
$320K +$320K +6,714 New
CG
586
Clarus Group
Texas
$319K -$1.57K -33 -0.5%
AWA
587
Alta Wealth Advisors
Massachusetts
$318K +$65.1K +1,369 +26%
NP
588
NorthRock Partners
Minnesota
$312K -$53.5K -1,124 -15%
MLIC
589
Mandatum Life Insurance Company
Finland
$312K +$14.8K +311 +5%
WMR
590
Wealth Management Resources
Rhode Island
$311K +$1.62K +34 +0.5%
SW
591
Solidarity Wealth
Utah
$302K -$3.04K -60 -1%
ACM
592
Advisors Capital Management
New Jersey
$302K +$476 +10 +0.2%
PA
593
Planning Alternatives
Michigan
$301K -$2.05K -43 -0.7%
WCM
594
Whitener Capital Management
North Carolina
$300K – – –
VWA
595
V Wealth Advisors
Kansas
$299K -$3.43M -71,860 -92%
FFA
596
First Foundation Advisors
California
$299K +$42.9K +901 +17%
FWP
597
Firethorn Wealth Partners
Georgia
$298K +$51.5K +1,017 +21%
TCA
598
Transcend Capital Advisors
New Jersey
$297K -$47.6K -1,000 -14%
FA
599
FDx Advisors
Illinois
$297K – – –
MYIA
600
Mount Yale Investment Advisors
Colorado
$296K +$296K +6,212 New
22 23
24
25 26