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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
601
Grimes & Company
Massachusetts
$378K -$3.36M -67,295 -90%
CCM
602
Canal Capital Management
Virginia
$377K +$377K +7,532 New
CWA
603
Continuum Wealth Advisors
New York
$375K -$44.3K -887 -11%
CCM
604
Cox Capital Management
Massachusetts
$374K +$9.35K +187 +3%
RWP
605
RWA Wealth Partners
Massachusetts
$373K – – –
FTUS
606
Flow Traders U.S.
New York
$372K +$372K +7,442 New
CPSC
607
Carl P. Sherr & Co
Massachusetts
$372K -$28.9K -578 -7%
HWA
608
HHM Wealth Advisors
Tennessee
$371K – – –
RWA
609
Redhawk Wealth Advisors
Minnesota
$370K -$11.5K -231 -3%
WCM
610
Whitener Capital Management
North Carolina
$370K +$55K +1,100 +17%
NEPWA
611
New England Private Wealth Advisors
Massachusetts
$369K -$2.45K -49 -0.7%
RFN
612
RDA Financial Network
Iowa
$366K +$11.4K +228 +3%
WS
613
Wedbush Securities
California
$365K -$26.5K -529 -7%
FCT
614
Family Capital Trust
Massachusetts
$365K – – –
CBFP
615
Cedar Brook Financial Partners
Ohio
$365K +$18.7K +374 +5%
AF
616
Advisornet Financial
Minnesota
$364K +$31.9K +639 +10%
BWP
617
Balboa Wealth Partners
Arizona
$362K +$21.6K +432 +6%
FPGK
618
Financial Partners Group (Kansas)
Kansas
$362K +$123K +2,465 +52%
PFWA
619
Paces Ferry Wealth Advisors
Georgia
$361K +$750 +15 +0.2%
MSAM
620
Moloney Securities Asset Management
Missouri
$358K +$20.6K +412 +6%
TF
621
TIAA FSB
Florida
$358K +$145K +2,902 +68%
BF
622
BOK Financial
Oklahoma
$357K +$16.7K +335 +5%
ACM
623
Ayrshire Capital Management
Connecticut
$356K -$8.7K -174 -2%
ACG
624
Allen Capital Group
Nebraska
$354K +$354K +7,077 New
FCCM
625
First City Capital Management
Georgia
$353K – – –
23 24
25
26 27