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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
576
Alta Wealth Advisors
Massachusetts
$419K +$1.15K +23 +0.3%
RIA
577
Regal Investment Advisors
Michigan
$416K -$228K -4,571 -35%
MA
578
MONECO Advisors
Connecticut
$414K +$414K +8,283 New
First Manhattan
579
First Manhattan
New York
$413K +$150K +3,000 +57%
SSI
580
Scott & Selber Inc
Texas
$411K +$100 +2 +0%
SWM
581
SigFig Wealth Management
California
$410K +$209K +4,172 +103%
SFS
582
Security Financial Services
Indiana
$409K -$13.3K -267 -3%
SFS
583
Sowell Financial Services
Arkansas
$409K -$362K -7,240 -47%
DIA
584
Dana Investment Advisors
Wisconsin
$409K -$158K -3,167 -28%
HDIM
585
Hanson & Doremus Investment Management
Vermont
$407K – – –
MCM
586
Mattern Capital Management
Colorado
$404K -$14K -280 -3%
LSA
587
L & S Advisors
California
$403K +$403K +8,053 New
CB
588
Commerce Bank
Missouri
$395K +$26.1K +523 +7%
CWM
589
Collaborative Wealth Management
Florida
$393K +$9.8K +196 +3%
AUB
590
Atlantic Union Bankshares
Virginia
$391K – – –
RG
591
Retirement Group
California
$391K -$884K -17,701 -69%
HCA
592
Heck Capital Advisors
Wisconsin
$388K +$7.25K +145 +2%
FNWM
593
Financial Network Wealth Management
Utah
$387K – – –
MW
594
Marcum Wealth
Ohio
$386K -$56.7K -1,135 -13%
SFS
595
Summit Financial Strategies
Ohio
$385K – – –
ACM
596
Advance Capital Management
Michigan
$383K +$49K +980 +15%
AWMG
597
Alliance Wealth Management Group
New Jersey
$381K +$48.1K +962 +14%
Commonwealth Equity Services
598
Commonwealth Equity Services
Massachusetts
$380K +$3.48K +69,655 +0.9%
ML
599
McAdam LLC
Pennsylvania
$379K +$379K +7,573 New
SW
600
SVB Wealth
Massachusetts
$378K -$68.2K -1,365 -15%
22 23
24
25 26