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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
SAF
Smith Anglin Financial
Texas
+$28.1M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$94.1M
2
RCG
Rock Creek Group
District of Columbia
-$35M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$26.1M
4
LFA
Legacy Financial Advisors
Kentucky
-$25.6M
5
OCM
One Capital Management
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
651
Zacks Investment Management
Illinois
$318K +$318K +6,165 New
WIM
652
Westside Investment Management
California
$318K +$155 +3 +0%
RG
653
Retirement Group
California
$315K -$88.1K -1,709 -22%
PFA
654
Pettinga Financial Advisors
Indiana
$315K -$40.4K -784 -11%
FA
655
FDx Advisors
Illinois
$314K -$7.1K -138 -2%
MCM
656
Mendel Capital Management
Arkansas
$314K – – –
BMM
657
Buffington Mohr McNeal
Idaho
$312K +$5.15K +100 +2%
PP
658
Pegasus Partners
Wisconsin
$308K – – –
DWM
659
Destination Wealth Management
California
$308K -$6.03K -117 -2%
PA
660
Planning Alternatives
Michigan
$304K -$4.12K -80 -1%
AA
661
Advisory Alpha
Michigan
$303K +$303K +5,889 New
FMC
662
First Merchants Corp
Indiana
$302K +$10.3K +199 +4%
PPP
663
Private Portfolio Partners
New Jersey
$300K +$8.55K +166 +3%
BFG
664
Bleakley Financial Group
New Jersey
$299K -$41.3K -802 -12%
FFA
665
Farther Finance Advisors
California
$298K -$176K -3,420 -37%
CG
666
Clarus Group
Texas
$295K +$1.7K +33 +0.6%
Millennium Management
667
Millennium Management
New York
$294K +$294K +5,700 New
MWM
668
Modera Wealth Management
New Jersey
$293K -$3.14K -61 -1%
KFI
669
Key Financial Inc
Pennsylvania
$292K – – –
USCWA
670
U.S. Capital Wealth Advisors
Texas
$290K +$290K +5,619 New
WJA
671
Willis Johnson & Associates
Texas
$289K -$166K -3,219 -36%
SCA
672
STALEY CAPITAL ADVISERS
Pennsylvania
$289K – – –
RBC
673
Romano Brothers & Co
Illinois
$289K +$18K +350 +7%
HSA
674
HBK Sorce Advisory
Pennsylvania
$285K -$16.1K -313 -5%
LA
675
Latitude Advisors
Florida
$285K +$412 +8 +0.1%
25 26
27
28 29