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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMG
626
Levy Wealth Management Group
Pennsylvania
$352K +$950 +19 +0.3%
CWA
627
Core Wealth Advisors
Florida
$349K +$25.1K +502 +8%
PFA
628
Pettinga Financial Advisors
Indiana
$345K +$345K +6,899 New
WE
629
Wealth Effects
Massachusetts
$344K +$87K +1,741 +34%
TCA
630
Transcend Capital Advisors
New Jersey
$344K +$1.25K +25 +0.4%
AHC
631
Adell Harriman & Carpenter
Texas
$342K +$23.1K +463 +7%
CWA
632
Clarus Wealth Advisors
Arizona
$340K -$13.9K -276 -4%
TCM
633
Tandem Capital Management
New Jersey
$339K -$20K -400 -6%
IWP
634
Insight Wealth Partners
Texas
$338K – – –
BFW
635
Brady Family Wealth
Missouri
$338K +$2K +40 +0.6%
SFI
636
SPC Financial Inc
Maryland
$333K -$1.6K -32 -0.5%
AM
637
Atwater Malick
Pennsylvania
$332K +$73.9K +1,478 +29%
BFG
638
Bleakley Financial Group
New Jersey
$330K – – –
SBIA
639
Sheaff Brock Investment Advisors
Indiana
$330K +$23.8K +477 +8%
ACM
640
Advisors Capital Management
New Jersey
$329K +$651 +13 +0.2%
MLIC
641
Mandatum Life Insurance Company
Finland
$327K – – –
RF
642
Rollins Financial
Georgia
$321K -$455K -9,103 -59%
JSW
643
Journey Strategic Wealth
New Jersey
$320K +$70.5K +1,411 +28%
SFA
644
Source Financial Advisors
New York
$318K -$4.7K -94 -1%
CW
645
Connectus Wealth
Ohio
$315K +$1.7K +34 +0.5%
FA
646
FDx Advisors
Illinois
$312K – – –
AAG
647
Armstrong Advisory Group
Massachusetts
$311K -$23.7K -475 -7%
AFP
648
Alpha Financial Partners
Kentucky
$311K -$10.9K -218 -3%
WIM
649
Westside Investment Management
California
$308K -$4.6K -92 -1%
DWM
650
Destination Wealth Management
California
$305K -$71.3K -1,426 -19%
24 25
26
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