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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
651
Core Wealth Advisors
Florida
$324K +$2.8K +56 +0.9%
SFA
652
Source Financial Advisors
New York
$323K -$4.15K -83 -1%
AFP
653
Alpha Financial Partners
Kentucky
$322K +$322K +6,437 New
AHC
654
Adell Harriman & Carpenter
Texas
$319K +$33.8K +675 +12%
MWM
655
Modera Wealth Management
New Jersey
$316K +$68.5K +1,369 +28%
WCM
656
Whitener Capital Management
North Carolina
$315K – – –
CW
657
Connectus Wealth
Ohio
$313K +$7.25K +145 +2%
FA
658
FDx Advisors
Illinois
$312K -$50 -1 -0%
SBIA
659
Sheaff Brock Investment Advisors
Indiana
$306K – – –
EWM
660
Evermay Wealth Management
Virginia
$306K -$178K -3,552 -37%
SC
661
Savant Capital
Illinois
$305K +$305K +422,579 New
MCM
662
Mendel Capital Management
Arkansas
$305K +$305K +6,093 New
LFG
663
Larson Financial Group
Missouri
$304K +$200K +4,003 +192%
PA
664
Planning Alternatives
Michigan
$300K -$14.7K -294 -5%
PP
665
Pegasus Partners
Wisconsin
$299K -$18.2K -364 -6%
KF
666
Krilogy Financial
Missouri
$296K +$26.6K +532 +10%
LA
667
Latitude Advisors
Florida
$296K -$293K -5,859 -50%
V
668
Veritable
Delaware
$295K +$67.6K +1,352 +30%
ACI
669
Alpha Cubed Investments
California
$293K +$293K +5,869 New
FCI
670
Financial Counselors Inc
Kansas
$293K -$220K -4,389 -43%
AIM
671
Alhambra Investment Management
Florida
$288K -$9.1K -182 -3%
SQA
672
Simon Quick Advisors
New Jersey
$286K +$9.7K +194 +4%
CG
673
Clarus Group
Texas
$286K -$7.1K -142 -2%
FWP
674
Firethorn Wealth Partners
Georgia
$286K -$3.2K -64 -1%
FMC
675
First Merchants Corp
Indiana
$283K – – –
25 26
27
28 29