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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 %
EIA
676
Eastover Investment Advisors
North Carolina
$285K -$13.2K -257 -4%
RHP
677
Royal Harbor Partners
Texas
$281K +$52 +1 +0%
HPC
678
HM Payson & Co
Maine
$280K +$280K +5,427 New
Koshinski Asset Management
679
Koshinski Asset Management
Illinois
$279K -$246K -4,773 -47%
VIA
680
Vident Investment Advisory
Georgia
$278K +$278K +5,400 New
HAIM
681
Hunter Associates Investment Management
Pennsylvania
$278K – – –
LA
682
Lane & Associates
New Jersey
$275K +$33.8K +655 +14%
SWM
683
Silverlake Wealth Management
Vermont
$274K +$35.6K +691 +15%
MCC
684
Money Concepts Capital
Florida
$273K -$5.29M -102,636 -95%
TFCP
685
Twin Focus Capital Partners
Massachusetts
$273K – – –
TF
686
TIAA FSB
Florida
$273K -$96.3K -1,868 -26%
SPWG
687
Syntegra Private Wealth Group
Missouri
$272K +$3.2K +62 +1%
FCI
688
Financial Counselors Inc
Kansas
$272K -$8.65K -168 -3%
EWM
689
Evermay Wealth Management
Virginia
$270K -$38.6K -750 -13%
DWM
690
Drive Wealth Management
Utah
$269K +$269K +5,218 New
NL
691
NWAM LLC
Washington
$268K +$268K +5,197 New
BFG
692
Berger Financial Group
Minnesota
$266K -$15.5K -300 -5%
IF
693
Integrity Financial
Wyoming
$266K +$567 +11 +0.2%
CPRC
694
Consolidated Portfolio Review Corp
New York
$265K +$15.8K +307 +6%
FWP
695
Firethorn Wealth Partners
Georgia
$265K -$19.3K -374 -7%
DT
696
Diversified Trust
Tennessee
$264K – – –
ZF
697
Zhang Financial
Michigan
$263K +$263K +5,103 New
CTFG
698
Capstone Triton Financial Group
Oklahoma
$260K +$2.27K +44 +0.9%
SCM
699
SOL Capital Management
Maryland
$258K – – –
V
700
Veritable
Delaware
$258K -$46.5K -902 -15%
26 27
28
29 30