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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$98.4M
2
HI
Horizon Investments
North Carolina
+$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.8M
4
NA
NewEdge Advisors
Louisiana
+$25M
5
Bank of America
Bank of America
North Carolina
+$24.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$42.4M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
-$24.9M
3
CCA
Conservest Capital Advisors
Pennsylvania
-$23.7M
4
CWA
Choice Wealth Advisors
Maine
-$19.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
576
Perigon Wealth Management
California
$325K – – –
CB
577
Commerce Bank
Missouri
$324K – – –
SXL
578
Summit X LLC
Missouri
$324K – – –
PFWA
579
Paces Ferry Wealth Advisors
Georgia
$324K – – –
T
580
TRUADVICE
Florida
$323K +$687 +14 +0.2%
DWM
581
Destination Wealth Management
California
$319K -$44.4K -999 -12%
TPWM
582
Twelve Points Wealth Management
Massachusetts
$319K -$8.72K -196 -3%
Citadel Advisors
583
Citadel Advisors
Florida
$319K +$319K +7,172 New
TCBWMS
584
Texas Capital Bank Wealth Management Services
Texas
$317K – – –
ACG
585
Allen Capital Group
Nebraska
$315K +$45 +1 +0%
FWM
586
Fingerlakes Wealth Management
New York
$315K +$64.6K +1,450 +26%
FFA
587
Founders Financial Alliance
North Carolina
$314K +$178 +4 +0.1%
LWMG
588
Levy Wealth Management Group
Pennsylvania
$312K +$45.5K +1,023 +17%
FCCM
589
First City Capital Management
Georgia
$308K +$308K +6,929 New
HIM
590
Hotaling Investment Management
Pennsylvania
$306K – – –
CBFP
591
Cedar Brook Financial Partners
Ohio
$305K +$43K +968 +16%
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$304K +$170K +3,823 +127%
ML
593
McAdam LLC
Pennsylvania
$303K -$50.1K -1,125 -14%
BF
594
BOK Financial
Oklahoma
$302K – – –
IWP
595
Insight Wealth Partners
Texas
$301K – – –
ATC
596
Argent Trust Co
Tennessee
$301K – – –
ACM
597
Ayrshire Capital Management
Connecticut
$299K +$311 +7 +0.1%
AWA
598
Alta Wealth Advisors
Massachusetts
$299K +$1.56K +35 +0.5%
MSAM
599
Moloney Securities Asset Management
Missouri
$299K +$68K +1,529 +29%
SFI
600
SPC Financial Inc
Maryland
$298K -$1.02K -23 -0.3%
22 23
24
25 26