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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
576
City State Bank
Iowa
$446K -$10.3K -200 -2%
WMA
577
Wealth Management Associates
New Jersey
$440K +$928 +18 +0.2%
VVP
578
Venture Visionary Partners
Ohio
$439K – – –
ACM
579
Advance Capital Management
Michigan
$435K +$40.4K +784 +10%
AWA
580
Alta Wealth Advisors
Massachusetts
$433K +$1.03K +20 +0.2%
JWBC
581
John W. Brooker & Co
California
$429K – – –
First Manhattan
582
First Manhattan
New York
$426K – – –
SSI
583
Scott & Selber Inc
Texas
$423K +$103 +2 +0%
RWP
584
RWA Wealth Partners
Massachusetts
$423K +$38.6K +750 +10%
SFS
585
Security Financial Services
Indiana
$422K – – –
HDIM
586
Hanson & Doremus Investment Management
Vermont
$420K – – –
CA
587
Continuum Advisory
Idaho
$419K -$24.2K -470 -5%
Betterment LLC
588
Betterment LLC
New York
$419K +$419K +8,135 New
WI
589
Wintrust Investments
Illinois
$414K +$414K +8,037 New
FPGK
590
Financial Partners Group (Kansas)
Kansas
$413K +$35.4K +678 +9%
FNWM
591
Financial Network Wealth Management
Utah
$411K – – –
FNBT
592
FineMark National Bank & Trust
Florida
$406K +$406K +7,884 New
BCWM
593
Bartlett & Co Wealth Management
Ohio
$405K +$211K +4,095 +109%
BC
594
Bartlett & Co
Ohio
$405K +$211K +4,095 +109%
CWM
595
Collaborative Wealth Management
Florida
$405K -$515 -10 -0.1%
SWM
596
SigFig Wealth Management
California
$405K -$14.4K -282 -3%
WPC
597
Wedmont Private Capital
Pennsylvania
$404K -$150K -2,906 -27%
MCM
598
Mattern Capital Management
Colorado
$404K -$13K -253 -3%
MP
599
McDonald Partners
Ohio
$402K +$129K +2,499 +47%
HCA
600
Heck Capital Advisors
Wisconsin
$401K +$309 +6 +0.1%
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