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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
626
TRUADVICE
Florida
$352K +$15.1K +295 +4%
LWMG
627
Levy Wealth Management Group
Pennsylvania
$351K +$1K +20 +0.3%
FCCM
628
First City Capital Management
Georgia
$346K – – –
CBFP
629
Cedar Brook Financial Partners
Ohio
$346K +$3.55K +71 +1%
SXL
630
Summit X LLC
Missouri
$346K -$48 -1 -0%
HIA
631
Harbor Investment Advisory
Maryland
$343K +$170K +3,408 +99%
TCA
632
Transcend Capital Advisors
New Jersey
$342K +$30.6K +612 +10%
BWP
633
Balboa Wealth Partners
Arizona
$340K +$5.35K +107 +2%
BF
634
BOK Financial
Oklahoma
$340K – – –
ACA
635
Aptus Capital Advisors
Alabama
$339K +$13.8K +275 +4%
IWP
636
Insight Wealth Partners
Texas
$338K – – –
MSAM
637
Moloney Securities Asset Management
Missouri
$338K +$1.85K +37 +0.6%
IGWM
638
ICA Group Wealth Management
Colorado
$337K -$40.1K -801 -11%
BFW
639
Brady Family Wealth
Missouri
$336K +$336K +6,714 New
AAG
640
Armstrong Advisory Group
Massachusetts
$335K +$335K +6,698 New
SFI
641
SPC Financial Inc
Maryland
$335K – – –
ACM
642
Advance Capital Management
Michigan
$334K +$2.1K +42 +0.6%
AWMG
643
Alliance Wealth Management Group
New Jersey
$333K +$58.4K +1,169 +21%
AF
644
Advisornet Financial
Minnesota
$332K +$33K +659 +11%
BFG
645
Bleakley Financial Group
New Jersey
$330K +$330K +6,608 New
ACM
646
Advisors Capital Management
New Jersey
$328K -$48.2K -964 -13%
MLIC
647
Mandatum Life Insurance Company
Finland
$327K – – –
Fisher Asset Management
648
Fisher Asset Management
Washington
$327K +$327K +6,547 New
WMR
649
Wealth Management Resources
Rhode Island
$326K – – –
BFWA
650
Benchmark Financial Wealth Advisors
Florida
$325K -$88.5K -1,769 -21%
24 25
26
27 28