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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 %
CW
676
CIC Wealth
Maryland
$272K -$164K -3,288 -38%
HAIM
677
Hunter Associates Investment Management
Pennsylvania
$270K – – –
TFCP
678
Twin Focus Capital Partners
Massachusetts
$265K – – –
MP
679
McDonald Partners
Ohio
$265K – – –
RBC
680
Romano Brothers & Co
Illinois
$263K +$23K +460 +10%
SPWG
681
Syntegra Private Wealth Group
Missouri
$261K -$11.1K -223 -4%
IF
682
Integrity Financial
Wyoming
$257K +$31.8K +637 +14%
AIA
683
Avalon Investment & Advisory
Texas
$256K – – –
DT
684
Diversified Trust
Tennessee
$256K – – –
Wolverine Trading
685
Wolverine Trading
Illinois
$254K +$254K +5,145 New
CTFG
686
Capstone Triton Financial Group
Oklahoma
$250K -$33.2K -664 -12%
SCM
687
SOL Capital Management
Maryland
$250K – – –
RIA
688
Realta Investment Advisors
Delaware
$249K +$12.4K +248 +5%
ACA
689
Aptus Capital Advisors
Alabama
$247K -$91.9K -1,838 -27%
BFA
690
BMS Financial Advisors
South Dakota
$246K +$246K +4,921 New
PWM
691
Prosperity Wealth Management
California
$245K -$11.1K -222 -4%
WW
692
Waterfront Wealth
Kansas
$244K +$6.85K +137 +3%
CFB
693
Cullen/Frost Bankers
Texas
$243K – – –
RIL
694
Rothschild Investment LLC
Illinois
$242K +$242K +4,849 New
CPRC
695
Consolidated Portfolio Review Corp
New York
$242K +$242K +4,838 New
SSWM
696
Sheets Smith Wealth Management
North Carolina
$242K – – –
AWA
697
Amplius Wealth Advisors
Pennsylvania
$237K -$2.55K -51 -1%
BCG
698
Breakwater Capital Group
New Jersey
$237K +$237K +4,732 New
LA
699
Lane & Associates
New Jersey
$234K +$22.4K +449 +11%
BFC
700
Bedel Financial Consulting
Indiana
$234K – – –
26 27
28
29 30