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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
601
Eastover Investment Advisors
North Carolina
$394K +$6.6K +132 +2%
AUB
602
Atlantic Union Bankshares
Virginia
$392K -$21.3K -425 -5%
WS
603
Wedbush Securities
California
$391K -$4.05K -81 -1%
FNWM
604
Financial Network Wealth Management
Utah
$387K – – –
SFS
605
Summit Financial Strategies
Ohio
$385K – – –
CWM
606
Collaborative Wealth Management
Florida
$384K -$13.9K -278 -3%
RWA
607
Redhawk Wealth Advisors
Minnesota
$382K +$93.8K +1,876 +33%
RWP
608
RWA Wealth Partners
Massachusetts
$381K -$604K -11,815 -61%
HCA
609
Heck Capital Advisors
Wisconsin
$381K +$350 +7 +0.1%
DWM
610
Destination Wealth Management
California
$376K +$17.2K +344 +5%
SWM
611
Silverlake Wealth Management
Vermont
$376K -$850 -17 -0.2%
GCL
612
Gouws Capital LLC
North Carolina
$371K +$371K +7,426 New
NEPWA
613
New England Private Wealth Advisors
Massachusetts
$371K +$3.35K +67 +0.9%
HWA
614
HHM Wealth Advisors
Tennessee
$371K +$264K +5,273 +246%
CB
615
Commerce Bank
Missouri
$369K +$5K +100 +1%
CCM
616
Cox Capital Management
Massachusetts
$365K +$365K +7,304 New
FFP
617
Forbes Financial Planning
Rhode Island
$365K – – –
FCT
618
Family Capital Trust
Massachusetts
$365K – – –
ACM
619
Ayrshire Capital Management
Connecticut
$365K +$28.1K +562 +8%
PFWA
620
Paces Ferry Wealth Advisors
Georgia
$360K -$4.45K -89 -1%
TCM
621
Tandem Capital Management
New Jersey
$359K -$15.6K -312 -4%
CWA
622
Clarus Wealth Advisors
Arizona
$358K +$67.7K +1,332 +23%
TCBWMS
623
Texas Capital Bank Wealth Management Services
Texas
$356K – – –
SW
624
SteelPeak Wealth
California
$355K +$355K +7,105 New
RFN
625
RDA Financial Network
Iowa
$355K +$73.7K +1,474 +26%
23 24
25
26 27