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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
601
Moloney Securities Asset Management
Missouri
$400K +$30.7K +595 +8%
SFS
602
Summit Financial Strategies
Ohio
$396K – – –
AUB
603
Atlantic Union Bankshares
Virginia
$396K -$7.47K -145 -2%
SFA
604
Sequoia Financial Advisors
Ohio
$394K -$80.4K -1,561 -17%
MW
605
Marcum Wealth
Ohio
$391K -$6.65K -129 -2%
RFN
606
RDA Financial Network
Iowa
$387K +$9.07K +176 +2%
EFMC
607
Empire Financial Management Company
New York
$386K -$54.7K -1,061 -12%
CCM
608
Cox Capital Management
Massachusetts
$386K -$464 -9 -0.1%
NEPWA
609
New England Private Wealth Advisors
Massachusetts
$381K +$1.29K +25 +0.3%
WCM
610
Whitener Capital Management
North Carolina
$381K – – –
RIA
611
Regal Investment Advisors
Michigan
$380K -$49.1K -952 -11%
AF
612
Advisornet Financial
Minnesota
$379K +$3.71K +72 +1%
WE
613
Wealth Effects
Massachusetts
$378K +$23.2K +451 +7%
CIBC World Market
614
CIBC World Market
Ontario, Canada
$378K +$378K +7,338 New
LFA
615
LGT Financial Advisors
Texas
$378K +$378K +7,334 New
FCT
616
Family Capital Trust
Massachusetts
$376K – – –
CB
617
Commerce Bank
Missouri
$375K -$32.1K -623 -8%
PFWA
618
Paces Ferry Wealth Advisors
Georgia
$372K +$412 +8 +0.1%
CPSC
619
Carl P. Sherr & Co
Massachusetts
$372K -$11.6K -225 -3%
CBFP
620
Cedar Brook Financial Partners
Ohio
$371K -$4.9K -95 -1%
AIM
621
Anchor Investment Management
South Carolina
$370K +$64.7K +1,255 +21%
BWP
622
Balboa Wealth Partners
Arizona
$369K -$3.71K -72 -1%
TA
623
TrueWealth Advisors
Alabama
$369K -$124K -2,405 -25%
TCBWMS
624
Texas Capital Bank Wealth Management Services
Texas
$367K -$92.4K -1,794 -20%
ACG
625
Allen Capital Group
Nebraska
$365K – – –
23 24
25
26 27