DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$512M
2
HI
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$344M
4
NA
NewEdge Advisors
Louisiana
$38M
5
Bank of America
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$770M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
651
Bedel Financial Consulting
Indiana
$229K – – –
DT
652
Diversified Trust
Tennessee
$228K +$228K +5,120 New
PWM
653
PRW Wealth Management
Massachusetts
$227K +$40.1K +900 +21%
SOS
654
Silver Oak Securities
Tennessee
$223K +$223K +4,498 New
SCM
655
SOL Capital Management
Maryland
$222K – – –
MWM
656
Modera Wealth Management
New Jersey
$220K – – –
RBC
657
Romano Brothers & Co
Illinois
$220K +$220K +4,944 New
PPP
658
Private Portfolio Partners
New Jersey
$218K -$934 -21 -0.4%
RT
659
Rockland Trust
Massachusetts
$217K -$17.6K -396 -8%
CSWM
660
Cassady Schiller Wealth Management
Ohio
$216K +$133 +3 +0.1%
SWM
661
SigFig Wealth Management
California
$216K +$216K +4,006 New
SSWM
662
Sheets Smith Wealth Management
North Carolina
$215K – – –
ZIMP
663
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$214K +4,810 New
DWM
664
Doyle Wealth Management
Florida
$211K -$102K -2,285 -33%
RIA
665
Realta Investment Advisors
Delaware
$210K -$22K -496 -9%
CAG
666
Curtis Advisory Group
California
$209K +$209K +4,700 New
MRWM
667
ML&R Wealth Management
Texas
$207K +$207K +4,661 New
FPGK
668
Financial Partners Group (Kansas)
Kansas
$207K +$207K +4,666 New
TPWA
669
TRUE Private Wealth Advisors
Oregon
$206K +$8.42K +190 +4%
TF
670
TIAA FSB
Florida
$205K -$65.9K -1,486 -24%
SAA
671
Southeast Asset Advisors
Georgia
$205K – – –
ZIM
672
Zacks Investment Management
Illinois
$205K +$205K +4,614 New
BFIM
673
Beese Fulmer Investment Management
Ohio
$204K -$57.7K -1,300 -22%
MF
674
Montis Financial
Massachusetts
$204K – – –
V
675
Veritable
Delaware
$202K -$18.6K -420 -8%
25 26
27
28 29