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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$923M
3
FCAS
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
Private Advisor Group
New Jersey
$87.6M
3
ACG
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
626
Litman Gregory Wealth Management
California
$242K – – –
AG
627
Ascent Group
Virginia
$238K +$238K +4,491 New
S
628
SignatureFD
Georgia
$233K -$9.24K -166 -4%
NCM
629
NCM Capital Management
New Jersey
$233K +$233K +4,200 New
AWA
630
Arkadios Wealth Advisors
Georgia
$231K +$500 +9 +0.2%
ANTB
631
AMG National Trust Bank
Colorado
$228K +$228K +4,110 New
CSWM
632
Cassady Schiller Wealth Management
Ohio
$227K +$227K +4,089 New
RIM
633
Regent Investment Management
Kentucky
$226K -$1.07M -19,285 -83%
CA
634
Claro Advisors
Massachusetts
$225K +$225K +4,050 New
FP
635
Financial Perspectives
Minnesota
$224K +$93.8K +1,687 +72%
GCA
636
Guardian Capital Advisors
Ontario, Canada
$224K – – –
WI
637
Wintrust Investments
Illinois
$218K -$58.6K -1,054 -21%
MA
638
MBA Advisors
Pennsylvania
$218K +$218K +3,924 New
FFA
639
Fragasso Financial Advisors
Pennsylvania
$217K +$217K +3,910 New
AMM
640
American Money Management
California
$214K -$16.9K -305 -7%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$209K – – –
BC
642
Bartlett & Co
Ohio
$209K – – –
SPP
643
Single Point Partners
Massachusetts
$209K +$209K +95,048 New
IFWM
644
Institute for Wealth Management
Colorado
$206K +$206K +3,712 New
EL
645
Essex LLC
Illinois
$204K +$204K +3,670 New
RFN
646
RDA Financial Network
Iowa
$203K +$203K +3,660 New
FPWM
647
FSB Premier Wealth Management
Iowa
$202K +$202K +3,638 New
Cerity Partners
648
Cerity Partners
New York
$201K +$201K +3,610 New
AWM
649
Apollon Wealth Management
South Carolina
$201K +$201K +3,611 New
UB
650
UMB Bank
Missouri
$197K +$197K +3,542 New
24 25
26
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