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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
576
Marcum Wealth
Ohio
$443K -$350 -7 -0.1%
IC
577
Inscription Capital
Texas
$440K – – –
AWM
578
Avaii Wealth Management
Wisconsin
$440K +$5.4K +108 +1%
CRI
579
Commonwealth Retirement Investments
Virginia
$438K +$438K +8,769 New
CAAM
580
Cornerstone Advisors Asset Management
Pennsylvania
$437K – – –
CW
581
CIC Wealth
Maryland
$437K +$437K +8,736 New
SAM
582
Silvercrest Asset Management
New York
$435K +$1.6K +32 +0.4%
JWBC
583
John W. Brooker & Co
California
$432K +$31K +620 +8%
VVP
584
Venture Visionary Partners
Ohio
$426K – – –
WMA
585
Wealth Management Associates
New Jersey
$424K +$200 +4 +0%
B
586
Bailard
California
$423K -$234K -4,671 -36%
SFS
587
Security Financial Services
Indiana
$423K -$8.9K -178 -2%
CWA
588
Continuum Wealth Advisors
New York
$420K +$420K +8,394 New
MCM
589
Mattern Capital Management
Colorado
$418K -$26.5K -529 -6%
AWA
590
Alta Wealth Advisors
Massachusetts
$418K +$81.8K +1,636 +24%
SSI
591
Scott & Selber Inc
Texas
$411K +$250 +5 +0.1%
SFA
592
Sequoia Financial Advisors
Ohio
$410K -$25.3K -505 -6%
FFA
593
Farther Finance Advisors
California
$409K +$409K +8,181 New
HDIM
594
Hanson & Doremus Investment Management
Vermont
$407K – – –
WI
595
Wintrust Investments
Illinois
$402K – – –
CPSC
596
Carl P. Sherr & Co
Massachusetts
$401K +$401K +8,014 New
CPO
597
Cerity Partners OCIO
New York
$400K -$104K -2,076 -21%
FWM
598
Fingerlakes Wealth Management
New York
$399K +$45.3K +906 +13%
WPC
599
Wedmont Private Capital
Pennsylvania
$398K +$14.3K +280 +4%
YIH
600
Y-Intercept (HK)
Hong Kong
$397K -$146K -2,910 -27%
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