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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSAM
601
Dock Street Asset Management
Florida
$293K – – –
TF
602
TIAA FSB
Florida
$291K +$291K +6,111 New
CW
603
Connectus Wealth
Ohio
$290K -$66.4K -1,393 -19%
BFA
604
BMS Financial Advisors
South Dakota
$290K +$8.78K +158 +3%
RRA
605
Round Rock Advisors
Connecticut
$288K +$238 +5 +0.1%
SBIA
606
Sheaff Brock Investment Advisors
Indiana
$287K +$19.1K +400 +7%
LWMG
607
Levy Wealth Management Group
Pennsylvania
$285K +$476 +10 +0.2%
BFIM
608
Beese Fulmer Investment Management
Ohio
$281K – – –
Renaissance Technologies
609
Renaissance Technologies
New York
$281K +$281K +5,900 New
CBFP
610
Cedar Brook Financial Partners
Ohio
$280K +$15.4K +323 +6%
CA
611
Claro Advisors
Massachusetts
$279K +$86K +1,805 +45%
AG
612
Ascent Group
Virginia
$276K -$70.7K -1,395 -20%
AWMG
613
Alliance Wealth Management Group
New Jersey
$276K +$276K +5,804 New
AIM
614
Alhambra Investment Management
Florida
$273K +$22.9K +480 +9%
KCM
615
Karp Capital Management
California
$271K -$1.25M -26,169 -82%
FMC
616
First Merchants Corp
Indiana
$270K – – –
AWM
617
Aprio Wealth Management
Georgia
$270K – – –
JIC
618
Joel Isaacson & Co
New York
$270K +$1.38K +29 +0.5%
FWM
619
Fingerlakes Wealth Management
New York
$268K +$268K +5,624 New
NC
620
NovaPoint Capital
Georgia
$267K +$19.8K +415 +8%
BMM
621
Buffington Mohr McNeal
Idaho
$261K +$51.1K +1,075 +24%
SW
622
SVB Wealth
Massachusetts
$259K -$37.9K -795 -13%
CWA
623
Clarus Wealth Advisors
Arizona
$259K -$6.54K -136 -2%
RFN
624
RDA Financial Network
Iowa
$259K +$80K +1,679 +45%
PWMAG
625
Pinnacle Wealth Management Advisory Group
New Jersey
$259K +$259K +5,433 New
23 24
25
26 27