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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMG
626
Levy Wealth Management Group
Pennsylvania
$364K +$824 +16 +0.2%
AHC
627
Adell Harriman & Carpenter
Texas
$363K +$10.1K +195 +3%
CWA
628
Core Wealth Advisors
Florida
$361K +$1.03K +20 +0.3%
WS
629
Wedbush Securities
California
$359K -$16.7K -324 -4%
BFW
630
Brady Family Wealth
Missouri
$358K +$9.95K +193 +3%
FCCM
631
First City Capital Management
Georgia
$357K – – –
WMR
632
Wealth Management Resources
Rhode Island
$356K -$111K -2,024 -24%
TC
633
TownSquare Capital
Utah
$356K -$92.7K -1,799 -21%
SBIA
634
Sheaff Brock Investment Advisors
Indiana
$355K +$15.3K +296 +4%
CW
635
Connectus Wealth
Ohio
$353K +$27.9K +542 +9%
AM
636
Atwater Malick
Pennsylvania
$350K +$8.25K +160 +2%
IWP
637
Insight Wealth Partners
Texas
$348K – – –
IGWM
638
ICA Group Wealth Management
Colorado
$348K +$241K +4,684 +226%
CWA
639
Continuum Wealth Advisors
New York
$348K -$39.3K -762 -10%
CWA
640
Clarus Wealth Advisors
Arizona
$347K +$3.91K +77 +1%
TCM
641
Tandem Capital Management
New Jersey
$347K -$2.32K -45 -0.7%
MM
642
Meridian Management
Arkansas
$341K +$46.5K +903 +16%
ACM
643
Advisors Capital Management
New Jersey
$339K +$566 +11 +0.2%
DIA
644
Dana Investment Advisors
Wisconsin
$338K -$83.4K -1,619 -20%
MLIC
645
Mandatum Life Insurance Company
Finland
$337K – – –
AIM
646
Alhambra Investment Management
Florida
$328K +$30.9K +600 +10%
SFI
647
SPC Financial Inc
Maryland
$328K -$15.5K -300 -5%
TCA
648
Transcend Capital Advisors
New Jersey
$321K -$32.8K -637 -9%
AAG
649
Armstrong Advisory Group
Massachusetts
$321K – – –
AFP
650
Alpha Financial Partners
Kentucky
$320K – – –
24 25
26
27 28