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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 %
MF
651
Montis Financial
Massachusetts
$218K – – –
SIM
652
Sadoff Investment Management
Wisconsin
$212K – – –
TPWA
653
TRUE Private Wealth Advisors
Oregon
$212K +$2.42K +51 +1%
LC
654
Lindbrook Capital
California
$209K – – –
DWT
655
Dorsey & Whitney Trust
South Dakota
$208K – – –
S
656
SignatureFD
Georgia
$208K +$8.06K +169 +4%
SW
657
SteelPeak Wealth
California
$207K -$23.1K -486 -10%
RIM
658
Regent Investment Management
Kentucky
$207K +$3.48K +73 +2%
PPWM
659
PFG Private Wealth Management
Florida
$206K -$16.2K -340 -7%
ZIC
660
ZWJ Investment Counsel
Georgia
$204K +$204K +4,273 New
CMI
661
Clare Market Investments
Texas
$200K +$200K +4,200 New
PWM
662
PRW Wealth Management
Massachusetts
$200K – – –
BCWM
663
Bartlett & Co Wealth Management
Ohio
$185K +$5.57K +117 +3%
BC
664
Bartlett & Co
Ohio
$185K +$5.57K +117 +3%
UB
665
UMB Bank
Missouri
$173K – – –
SWM
666
Selective Wealth Management
Virginia
$163K -$7.94K -167 -5%
AIM
667
Anchor Investment Management
South Carolina
$161K +$28.8K +604 +22%
IA
668
IFS Advisors
Kansas
$160K -$17.5M -367,768 -99%
OC
669
Oakworth Capital
Alabama
$160K – – –
HNB
670
Huntington National Bank
Ohio
$157K -$26K – –
TFS
671
TrustCore Financial Services
Tennessee
$157K +$22.3K +469 +17%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$144K +$70.9K +1,483 +97%
AA
673
Ancora Advisors
Ohio
$138K +$24.4K +512 +22%
CWA
674
Clearview Wealth Advisors
Oregon
$136K -$69.8K -1,470 -34%
SBL
675
Sargent Bickham Lagudis
Colorado
$122K +$569 +12 +0.5%
25 26
27
28 29