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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
601
Investment Advisory Group
Massachusetts
$540K +$2.64K +49 +0.5%
CA
602
Claro Advisors
Massachusetts
$539K -$410K -7,614 -43%
HI
603
Human Investing
Oregon
$534K -$22.9K -426 -4%
PA
604
Probity Advisors
Texas
$532K +$4.74K +88 +0.9%
ACM
605
Ayrshire Capital Management
Connecticut
$529K +$10.7K +199 +2%
CFO
606
CVA Family Office
Colorado
$529K +$529K +9,830 New
GM
607
GeoWealth Management
Illinois
$528K -$34.9K -650 -6%
WAL
608
W Advisors LLC
Tennessee
$522K – – –
BA
609
Brightwater Advisory
Florida
$519K +$519K +7,893 New
FSA
610
Fort Sheridan Advisors
Illinois
$519K – – –
PCH
611
PGIM Custom Harvest
New Jersey
$518K -$20.8K -387 -4%
QCG
612
Quadrant Capital Group
Ohio
$514K – – –
SSB
613
Sandy Spring Bank
Maryland
$513K +$807 +15 +0.2%
ACM
614
Advance Capital Management
Michigan
$509K -$43.6K -810 -8%
WF
615
Whelan Financial
California
$496K +$496K +9,220 New
ML
616
McAdam LLC
Pennsylvania
$495K +$7.91K +147 +2%
IP
617
Ignite Planners
California
$492K -$19.9K -369 -4%
RVPG
618
Relative Value Partners Group
$490K -$12.4K -230 -2%
GT
619
Glenview Trust
Kentucky
$488K +$488K +9,062 New
WI
620
Wintrust Investments
Illinois
$486K – – –
BWP
621
Balboa Wealth Partners
Arizona
$485K -$3.23K -60 -0.7%
SCA
622
Snowden Capital Advisors
New York
$484K +$24.3K +452 +5%
T. Rowe Price Associates
623
T. Rowe Price Associates
Maryland
$481K -$14.8K -274 -3%
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$478K – – –
SAM
625
Silvercrest Asset Management
New York
$475K +$4.04K +75 +0.9%
23 24
25
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