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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.34%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
601
Joel Isaacson & Co
New York
$297K 5,645 +27 +0.5%
CBFP
602
Cedar Brook Financial Partners
Ohio
$297K 5,559 +60 +1%
KCA
603
Karn Couzens & Associates
Connecticut
$293K 5,479 +5,479 New
CWA
604
Clarus Wealth Advisors
Arizona
$292K 5,523 +38 +0.7%
WI
605
Wintrust Investments
Illinois
$291K 5,449 +1,530 +39%
HAIM
606
Hunter Associates Investment Management
Pennsylvania
$288K 5,400 – –
FFA
607
First Foundation Advisors
California
$287K 5,380 – –
RHP
608
Royal Harbor Partners
Texas
$286K 5,355 +126 +2%
CCP
609
Corient Capital Partners
California
$285K 5,339 – –
RT
610
Rockland Trust
Massachusetts
$285K 5,344 +5,344 New
AWA
611
Alta Wealth Advisors
Massachusetts
$284K 5,314 -1,330 -20%
RIA
612
Realta Investment Advisors
Delaware
$284K 5,325 -147 -3%
AWMT
613
AAFMAA Wealth Management & Trust
North Carolina
$284K 5,313 – –
TFCP
614
Twin Focus Capital Partners
Massachusetts
$283K 5,302 +5,302 New
GSWM
615
Golden State Wealth Management
California
$281K 5,265 -1,834 -26%
AIM
616
Alhambra Investment Management
Florida
$280K 5,241 +225 +4%
NC
617
NovaPoint Capital
Georgia
$277K 5,192 -1,709 -25%
MSAM
618
Moloney Securities Asset Management
Missouri
$277K 5,183 -336 -6%
BFA
619
BMS Financial Advisors
South Dakota
$270K 5,062 -158 -3%
APP
620
Avantax Planning Partners
Iowa
$270K 5,050 +5,050 New
PPP
621
Private Portfolio Partners
New Jersey
$269K 5,029 -783 -13%
SCM
622
SOL Capital Management
Maryland
$267K 5,000 – –
MWM
623
Modera Wealth Management
New Jersey
$265K 4,953 +4,953 New
SFS
624
Summit Financial Strategies
Ohio
$260K 4,870 – –
FWP
625
Firethorn Wealth Partners
Georgia
$260K 4,863 +4,863 New
23 24
25
26 27