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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
BlackRock
BlackRock
New York
+$342M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$173M
4
Goldman Sachs
Goldman Sachs
New York
+$62.3M
5
HI
Horizon Investments
North Carolina
+$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$51M
2
Osaic Holdings
Osaic Holdings
Arizona
-$49.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.3M
4
SPC
Sigma Planning Corp
Michigan
-$26.4M
5
UBS Group
UBS Group
Switzerland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
576
ERTS Wealth Advisors
Michigan
$590K +$5.97K +111 +1%
DFG
577
Demars Financial Group
Washington
$586K -$1.9M -35,305 -76%
AR
578
Apeiron RIA
Texas
$586K +$5.92K +110 +1%
PWP
579
Principle Wealth Partners
Connecticut
$584K +$30K +558 +5%
CA
580
Continuum Advisory
Idaho
$584K +$146K +2,715 +33%
AFG
581
Albion Financial Group
Utah
$583K -$377 -7 -0.1%
HFA
582
High Falls Advisors
New York
$579K -$80K -1,487 -12%
AAS
583
Ameritas Advisory Services
Nebraska
$578K -$2.08M -37,757 -78%
FFWM
584
Future Financial Wealth Management
Ohio
$577K +$1.78K +33 +0.3%
MWM
585
Mission Wealth Management
California
$576K +$328K +6,101 +133%
BCM
586
Brasada Capital Management
Texas
$574K +$90K +1,672 +19%
FAM
587
Formidable Asset Management
Ohio
$572K – – –
EW
588
Element Wealth
Mississippi
$571K +$3.88K +72 +0.7%
Citadel Advisors
589
Citadel Advisors
Florida
$569K -$286K -5,321 -33%
SFG
590
Sovereign Financial Group
Connecticut
$565K -$337K -6,258 -37%
RW
591
RVW Wealth
California
$565K -$34.6K -643 -6%
S
592
Sachetta
Massachusetts
$563K +$563K +10,455 New
GP
593
Girard Partners
Pennsylvania
$559K +$59.3K +1,101 +12%
Deutsche Bank
594
Deutsche Bank
Germany
$554K – – –
WP
595
WealthSource Partners
California
$553K +$4.63K +86 +0.8%
BFO
596
Biltmore Family Office
North Carolina
$551K – – –
VFA
597
Valeo Financial Advisors
Indiana
$549K -$229K -4,255 -29%
AIM
598
Anchor Investment Management
South Carolina
$548K +$122K +2,265 +29%
MFG
599
Magnus Financial Group
New York
$544K -$557K -10,350 -51%
CCA
600
Criterion Capital Advisors
Tennessee
$543K +$543K +10,093 New
22 23
24
25 26