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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 %
CTFG
676
Capstone Triton Financial Group
Oklahoma
$283K +$3.85K +77 +1%
ATC
677
Argent Trust Co
Tennessee
$282K -$56.5K -1,130 -17%
FNBOO
678
First National Bank of Omaha
Nebraska
$281K +$281K +5,612 New
PPP
679
Private Portfolio Partners
New Jersey
$280K +$35.1K +703 +14%
AWA
680
Aaron Wealth Advisors
Illinois
$279K +$279K +5,581 New
FFG
681
Ford Financial Group
California
$279K -$650 -13 -0.2%
ARC
682
Advisor Resource Council
Texas
$273K – – –
BFG
683
Berger Financial Group
Minnesota
$273K +$273K +5,461 New
RHP
684
Royal Harbor Partners
Texas
$273K +$3.85K +77 +1%
SPWG
685
Syntegra Private Wealth Group
Missouri
$272K +$272K +5,445 New
HAIM
686
Hunter Associates Investment Management
Pennsylvania
$270K – – –
SYBT
687
Stock Yards Bank & Trust
Kentucky
$266K +$266K +5,325 New
TFCP
688
Twin Focus Capital Partners
Massachusetts
$265K – – –
MP
689
McDonald Partners
Ohio
$265K -$17.2K -345 -6%
Betterment LLC
690
Betterment LLC
New York
$264K +$264K +5,277 New
First Manhattan
691
First Manhattan
New York
$263K -$280K -5,597 -52%
4WM
692
4J Wealth Management
Virginia
$262K +$262K +5,242 New
AM
693
Atwater Malick
Pennsylvania
$258K +$258K +5,162 New
WE
694
Wealth Effects
Massachusetts
$258K +$258K +5,150 New
DT
695
Diversified Trust
Tennessee
$256K – – –
AIA
696
Avalon Investment & Advisory
Texas
$256K +$256K +5,120 New
PWM
697
Prosperity Wealth Management
California
$256K +$256K +5,120 New
RRA
698
Round Rock Advisors
Connecticut
$250K -$51.8K -1,035 -17%
AFA
699
Atlas Financial Advisors
California
$250K -$18.1K -361 -7%
SCM
700
SOL Capital Management
Maryland
$250K – – –
26 27
28
29 30