DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$206M
3
AT
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
BlackRock
New York
$47.5M
3
DI
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
651
Insight Wealth Partners
Texas
$335K – – –
TCM
652
Tandem Capital Management
New Jersey
$334K – – –
JWBC
653
John W. Brooker & Co
California
$333K -$79.2K -1,600 -19%
DIA
654
Dana Investment Advisors
Wisconsin
$332K +$7.23K +146 +2%
CWA
655
Continuum Wealth Advisors
New York
$331K -$2.63K -53 -0.8%
RFN
656
RDA Financial Network
Iowa
$327K -$44.8K -904 -12%
MLIC
657
Mandatum Life Insurance Company
Finland
$324K – – –
WMR
658
Wealth Management Resources
Rhode Island
$323K – – –
CPSC
659
Carl P. Sherr & Co
Massachusetts
$320K -$37.4K -756 -10%
WP
660
Westmount Partners
California
$315K +$315K +6,366 New
ACM
661
Advisors Capital Management
New Jersey
$312K -$14.5K -293 -4%
AIM
662
Alhambra Investment Management
Florida
$311K -$3.96K -80 -1%
TCA
663
Transcend Capital Advisors
New Jersey
$309K – – –
AAG
664
Armstrong Advisory Group
Massachusetts
$308K – – –
FFA
665
Farther Finance Advisors
California
$308K +$21.2K +429 +7%
WIM
666
Westside Investment Management
California
$305K – – –
ZIM
667
Zacks Investment Management
Illinois
$305K -$198 -4 -0.1%
BCWM
668
Bartlett & Co Wealth Management
Ohio
$302K -$90K -1,803 -23%
BC
669
Bartlett & Co
Ohio
$302K -$89.9K -1,803 -23%
MCM
670
Mendel Capital Management
Arkansas
$302K – – –
BMM
671
Buffington Mohr McNeal
Idaho
$300K – – –
PP
672
Pegasus Partners
Wisconsin
$296K – – –
SQA
673
Simon Quick Advisors
New Jersey
$293K +$293K +5,923 New
PI
674
PineBridge Investments
New York
$293K +$293K +5,912 New
DWM
675
Destination Wealth Management
California
$292K -$3.86K -78 -1%
25 26
27
28 29