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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
676
West Branch Capital
Massachusetts
$120K +$573 +12 +0.5%
CPA
677
Cardiff Park Advisors
California
$113K +$39.9K +837 +55%
HFM
678
Hartford Financial Management
Connecticut
$109K – – –
AIC
679
Archer Investment Corporation
Indiana
$108K – – –
M1FG
680
Mach-1 Financial Group
Arkansas
$108K +$7.05K +148 +7%
UWM
681
Urban Wealth Management
California
$105K +$105K +2,200 New
LFG
682
Larson Financial Group
Missouri
$104K +$8.98K +189 +9%
RP
683
Rowlandmiller & Partners
Georgia
$102K – – –
HWA
684
HHM Wealth Advisors
Tennessee
$102K +$429 +9 +0.4%
AAP
685
Arax Advisory Partners
Colorado
$98K +$26.4K +553 +37%
ACA
686
Aptus Capital Advisors
Alabama
$98K +$30.1K +635 +44%
CWM
687
Cranbrook Wealth Management
Michigan
$94K – – –
WFA
688
West Financial Advisors
Iowa
$90K – – –
BWM
689
Baystate Wealth Management
Massachusetts
$83K +$430 +9 +0.5%
MW
690
Milestone Wealth
New York
$82K -$51.5K -1,080 -39%
ZB
691
Zions Bancorporation
Utah
$80K – – –
EI
692
Ellevest Inc
New York
$79K – – –
SIM
693
Studio Investment Management
Illinois
$76K +$76K +1,590 New
WWP
694
WR Wealth Planners
Missouri
$75.1K – – –
IF
695
Integrity Financial
Wyoming
$75K +$64.2K +1,347 +596%
FWM
696
Focused Wealth Management
New York
$71K – – –
JGIA
697
Jackson Grant Investment Advisers
Connecticut
$71K +$48 +1 +0.1%
CIR
698
Clear Investment Research
Georgia
$68K +$569 +12 +0.8%
CAAS
699
Capital Asset Advisory Services
Michigan
$66K +$66K +1,379 New
SCA
700
Stuart Chaussee & Associates
California
$64K – – –
26 27
28
29 30