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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
626
Gibraltar Capital Management
Oklahoma
$258K -$253K -5,298 -49%
HAIM
627
Hunter Associates Investment Management
Pennsylvania
$257K – – –
RHP
628
Royal Harbor Partners
Texas
$256K +$1.28K +27 +0.5%
CCP
629
Corient Capital Partners
California
$254K – – –
TFCP
630
Twin Focus Capital Partners
Massachusetts
$253K – – –
CTFG
631
Capstone Triton Financial Group
Oklahoma
$251K -$1.13M -22,788 -82%
RIA
632
Realta Investment Advisors
Delaware
$251K -$4.66K -97 -2%
RT
633
Rockland Trust
Massachusetts
$251K -$3.33K -70 -1%
MSAM
634
Moloney Securities Asset Management
Missouri
$247K +$333 +7 +0.1%
SCM
635
SOL Capital Management
Maryland
$238K – – –
V
636
Veritable
Delaware
$237K +$20K +420 +9%
MWM
637
Modera Wealth Management
New Jersey
$236K – – –
PPP
638
Private Portfolio Partners
New Jersey
$235K -$4.81K -101 -2%
KWM
639
KerberRose Wealth Management
Wisconsin
$234K +$234K +4,920 New
AF
640
Advisornet Financial
Minnesota
$233K +$16.7K +351 +8%
SFS
641
Summit Financial Strategies
Ohio
$232K – – –
AHC
642
Adell Harriman & Carpenter
Texas
$231K +$231K +4,850 New
CSWM
643
Cassady Schiller Wealth Management
Ohio
$231K +$1.19K +25 +0.5%
SSWM
644
Sheets Smith Wealth Management
North Carolina
$230K – – –
SIA
645
Soltis Investment Advisors
Utah
$230K +$230K +4,835 New
SS
646
Simplicity Solutions
Minnesota
$229K – – –
SWM
647
Silverlake Wealth Management
Vermont
$226K +$226K +4,745 New
BFC
648
Bedel Financial Consulting
Indiana
$223K -$44.9K -943 -17%
SAA
649
Southeast Asset Advisors
Georgia
$220K -$954 -20 -0.4%
BFG
650
Berger Financial Group
Minnesota
$219K -$9.53K -200 -4%
24 25
26
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