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 %
FMC
676
First Merchants Corp
Indiana
$291K – – –
PPP
677
Private Portfolio Partners
New Jersey
$290K +$2.18K +44 +0.8%
BFG
678
Bleakley Financial Group
New Jersey
$288K – – –
SC
679
SouthState Corp
Florida
$287K +$115K +2,325 +67%
Qube Research & Technologies (QRT)
680
Qube Research & Technologies (QRT)
United Kingdom
$286K +$233K +4,699 +434%
PA
681
Planning Alternatives
Michigan
$283K -$9.01K -182 -3%
VA
682
Vident Advisory
Georgia
$282K +$282K +5,703 New
MWM
683
Modera Wealth Management
New Jersey
$282K – – –
CIBC Private Wealth Group
684
CIBC Private Wealth Group
Georgia
$281K +$281K +5,681 New
CTI
685
Community Trust & Investment
Kentucky
$281K +$281K +5,676 New
RBC
686
Romano Brothers & Co
Illinois
$281K +$2.97K +60 +1%
CG
687
Clarus Group
Texas
$280K -$3.86K -78 -1%
SIA
688
Soltis Investment Advisors
Utah
$276K +$276K +5,580 New
DT
689
Diversified Trust
Tennessee
$276K +$22.3K +450 +9%
LA
690
Latitude Advisors
Florida
$274K – – –
AFA
691
Atlas Financial Advisors
California
$274K +$274K +5,527 New
AWA
692
Arete Wealth Advisors
Illinois
$274K -$3.12M -63,078 -92%
TFA
693
Teamwork Financial Advisors
Texas
$272K -$196K -3,965 -42%
VPIM
694
Vanguard Personalized Indexing Management
California
$272K +$272K +5,485 New
RHP
695
Royal Harbor Partners
Texas
$270K – – –
EWM
696
Evermay Wealth Management
Virginia
$270K +$8.97K +180 +3%
Koshinski Asset Management
697
Koshinski Asset Management
Illinois
$270K +$991 +20 +0.4%
HPC
698
HM Payson & Co
Maine
$269K – – –
Franklin Resources
699
Franklin Resources
California
$269K +$267K +5,400 +24,545%
HAIM
700
Hunter Associates Investment Management
Pennsylvania
$267K – – –
26 27
28
29 30