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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 %
HIM
651
HawsGoodwin Investment Management
Tennessee
$195K – – –
OC
652
Oakworth Capital
Alabama
$186K – – –
CWS
653
Confluence Wealth Services
Pennsylvania
$159K +$159K +2,865 New
TFS
654
TrustCore Financial Services
Tennessee
$157K +$7.04K +127 +5%
MW
655
Milestone Wealth
New York
$156K +$156K +2,800 New
SSB
656
Sandy Spring Bank
Maryland
$144K +$124K +2,229 +607%
SBL
657
Sargent Bickham Lagudis
Colorado
$142K +$3.57K +64 +3%
WBC
658
West Branch Capital
Massachusetts
$138K +$720 +13 +0.5%
AA
659
Ancora Advisors
Ohio
$135K +$2.45K +44 +2%
LFG
660
Larson Financial Group
Missouri
$134K -$2.95K -53 -2%
AIC
661
Archer Investment Corporation
Indiana
$127K – – –
PCM
662
Penserra Capital Management
California
$125K +$70K +1,266 +127%
AIM
663
Anchor Investment Management
South Carolina
$119K +$24.9K +448 +27%
HFM
664
Hartford Financial Management
Connecticut
$116K – – –
HWA
665
HHM Wealth Advisors
Tennessee
$116K +$553 +10 +0.5%
FDCDDQ
666
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
M1FG
667
Mach-1 Financial Group
Arkansas
$113K +$113K +2,038 New
JFA
668
JNBA Financial Advisors
Minnesota
$111K -$49.7K -898 -31%
FFA
669
Freedman Financial Associates
Massachusetts
$111K – – –
SFM
670
Signet Financial Management
New Jersey
$111K +$111K +1,988 New
RP
671
Rowlandmiller & Partners
Georgia
$110K +$110K +1,981 New
SCA
672
Stonebridge Capital Advisors
Minnesota
$110K -$8.35K -150 -7%
CWM
673
Cranbrook Wealth Management
Michigan
$109K – – –
TCWM
674
Total Clarity Wealth Management
Illinois
$107K +$29.1K +525 +37%
CA
675
Cornerstone Advisory
Maryland
$106K +$106K +1,901 New
25 26
27
28 29