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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
651
Mendel Capital Management
Arkansas
$305K – – –
EWM
652
Evermay Wealth Management
Virginia
$299K -$6.25K -125 -2%
PP
653
Pegasus Partners
Wisconsin
$299K – – –
PA
654
Planning Alternatives
Michigan
$299K -$600 -12 -0.2%
BMM
655
Buffington Mohr McNeal
Idaho
$298K +$52.5K +1,050 +21%
KF
656
Krilogy Financial
Missouri
$296K – – –
AIM
657
Anchor Investment Management
South Carolina
$296K +$101K +2,027 +52%
V
658
Veritable
Delaware
$295K – – –
HSA
659
HBK Sorce Advisory
Pennsylvania
$292K -$317K -6,345 -52%
EIA
660
Eastover Investment Advisors
North Carolina
$289K -$105K -2,101 -27%
AIM
661
Alhambra Investment Management
Florida
$288K – – –
MWM
662
Modera Wealth Management
New Jersey
$288K -$28.3K -567 -9%
Empower Advisory Group
663
Empower Advisory Group
Colorado
$288K +$288K +5,718 New
MM
664
Meridian Management
Arkansas
$286K +$286K +5,717 New
CG
665
Clarus Group
Texas
$285K -$1.3K -26 -0.5%
KFI
666
Key Financial Inc
Pennsylvania
$284K +$284K +5,675 New
FMC
667
First Merchants Corp
Indiana
$283K – – –
PPP
668
Private Portfolio Partners
New Jersey
$282K +$2.05K +41 +0.7%
FWP
669
Firethorn Wealth Partners
Georgia
$281K -$10.4K -205 -4%
SCA
670
STALEY CAPITAL ADVISERS
Pennsylvania
$280K +$280K +5,605 New
ARC
671
Advisor Resource Council
Texas
$280K +$4.73K +94 +2%
LA
672
Latitude Advisors
Florida
$276K -$19.8K -396 -7%
BFG
673
Berger Financial Group
Minnesota
$273K +$300 +6 +0.1%
FCI
674
Financial Counselors Inc
Kansas
$273K -$20.3K -406 -7%
RHP
675
Royal Harbor Partners
Texas
$273K +$50 +1 +0%
25 26
27
28 29